Looking Back, Moving Forward: ERISA at 50 An American Academy of Actuaries Symposium

Looking Back, Moving Forward: ERISA at 50
An American Academy of Actuaries Symposium
June 4, 2024
National Association of Realtors, 500 New Jersey Avenue, NW, Washington, DC 20001, 12th Floor

Join us and special guests to mark the fiftieth anniversary of this legislation by discussing its legacy and its potential.

Event Details

Doors open at 1:30 p.m.
Program begins at 2 p.m.
Reception from 4:30 to 6 p.m.

It’s been 50 years since the Employee Retirement Income Security Act of 1974 (ERISA) was enacted. As we mark this milestone, the Academy invites you to join us for Looking Back, Moving Forward: ERISA at 50, a symposium that will reflect on ERISA’s journey, from its origins and development to its current state and future prospects.

AGENDA AT A GLANCE

Welcome and Opening Remarks (2 to 2:05 p.m. EDT)

Jason Russell, MAAA, FSA, EA, Vice President, Retirement Practice Council, American Academy of Actuaries

Setting the Stage—ERISA’s History and Today’s Perspective (2:05 to 2:20 p.m. EDT)

J. Mark Iwry, Nonresident Senior Fellow, the Brookings Institution; Former Senior Advisor to the Secretary of the Treasury and Deputy Assistant Secretary for Retirement and Health Policy, U.S. Department of the Treasury
Lloyd Katz, MAAA, FSA, EA, FCA, Vice Chairperson, Pension Committee, American Academy of Actuaries
Linda K. Stone, MAAA, FSA, Senior Retirement Fellow, American Academy of Actuaries

Panel Discussion: At Present—Retirement Security Today: Experience of Plan Participants and Plan Sponsors (2:20 to 3:15 p.m. EDT)

Andy Banducci, Senior Vice President, Retirement and Compensation Policy, The ERISA Industry Committee
Bruce Cadenhead, MAAA, FSA, EA, FCA, Former Chairperson, Pension Committee, American Academy of Actuaries
Amy K. Matsui, Director of Income Security & Senior Counsel, National Women's Law Center
Moderated by Grace Lattyak, MAAA, FSA, EA, FCA, Chairperson, Pension Committee, American Academy of Actuaries

Panel Discussion: Moving Forward—Achieving Employee Retirement Income Security in a Changing Landscape (3:15 to 4:15 p.m. EDT)

Shai Akbas, Executive Director, Economic Policy Program, Bipartisan Policy Center
Lee Gold, MAAA, ASA, EA, Vice Chairperson, Retirement Policy and Design Evaluation Committee, American Academy of Actuaries
Rachel Greszler, Senior Research Fellow, Workforce and Public Finance, The Heritage Foundation
John C. Scott, JD, Ph.D., Project Director, Retirement Savings, The Pew Charitable Trusts
Moderated by Jason Russell, MAAA, FSA, EA, Vice President, Retirement Practice Council, American Academy of Actuaries

Closing Remarks: Where Do We Go from Here? (4:15 to 4:30 p.m. EDT)

Closing remarks by Lisa M. Gomez, Assistant Secretary, Employee Benefits Security Administration

Reception

Agenda is subject to change.