Aligning Stakeholder Roles

Retirement for the AGES: Measuring for Success
Ronald Reagan International Trade Center
April 28, 2014

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A retirement-income system should align stakeholders’ roles with their skills. Important tasks, such as financial analysis, investment management, and retirement plan administration, should be the responsibility of those who have the knowledge and experience to perform them well. 

Yet most individuals lack the financial literacy required for successful retirement planning. Many small business owners lack the skills or resources required to manage employee benefit accounts. What modeling tools are available to help individuals make well-structured choices? Which decisions should be reserved for financial professionals? How should policymakers use voluntary incentives and mandatory requirements to protect the system from suboptimal decisions?

Moderator: Cindy Levering, Forward Thinking Task Force, American Academy of Actuaries
Don Fuerst, Senior Pension Fellow, American Academy of Actuaries
Paul McCrossan, Former Member, Canadian Parliament
Leon "Rocky" Joyner, Vice President and Actuary, The Segal Company