Keynote Speeches

July 20, 2005

• Opening Address: A Dialogue on Pensions
  Bill Novelli, CEO, AARP
• Morning Keynote Address: “Pension Protection and the Law of Unintended Consequences”
  Nigel Waterson, UK Shadow Minister for Pensions and Conservative Spokesman for Older People
• Mid-Day Keynote Address
  Stephen Timms, UK Minister of State for Pensions Reform

July 21, 2005

• Opening Address
  Dallas Salisbury, CEO, EBRI
  Download Presentation: Day One Summary
• Luncheon Keynote Presentation
  David Walker, US Comptroller General
  Download Presentation: A Look at Our Future – Social Security and America’s Long-Term Fiscal Challenge
• Closing Remarks
  David Certner, Director of Federal Affairs, AARP
  Download Presentation

Session Presentations

1. Aging Society and Demographic Change: Its Economic Implications
   • Martha Farnsworth Riche, Fellow, Center for the Study of Economics and Society
     Download Presentation: The New Demographics of Aging
   • Chris Dobson, Secretariat, UK Pensions Commission
     Download Presentation: The UK Pensions Challenge


2. Pension Protection in the US and UK – Lessons the UK can Learn
   • Lawrence Churchill, Chairman, Pension Protection Fund
     Download Presentation
   • Stephen Timms, UK Minister of State for Pensions Reform
     Download Presentation


3. Making Pensions Attractive to Individuals and Employers

   A. Do hybrid plans offer a better allocation of risk, and are they a feasible way forward?

   • Karen Friedman, Policy Director, Pension Rights Center
     Read Remarks
   • James Klein, President, American Benefits Council
     Download Presentation: Do Hybrid Plans Offer a Better Allocation of Risk And Are They a Feasible Way Forward?

   B. What benefits are there for employers who make financial contributions to a pension?

   • Clement van de Coevering, Economic Advisor, UK Department for Work and Pensions
     Download Presentation: Benefits of Employer Pensions
   • Mark Ugoretz, President, ERISA Industry Committee (ERIC)
     Download Presentation

   C. A detailed discussion of the US experience with auto-enrollment and lessons the UK can learn

   • Ian Patton, Policy Expert, Research and Development of Auto-enrolment UK Department for Work and Pensions
     Download Presentation: Automatic Enrolment in the UK
   • Peter Orszag, Fellow, Brookings Institution
     Download Presentation: The Automatic 401(k): A Policy Perspective
   • Jack Vanderhei, Fellow, Employee Benefit Research Institute
     Download Presentation: The Influence of Automatic Enrollment on 401(k) Accumulations at Retirement

   D. Effective Communication of Pension Information

   • Phil Wynn Owen, Director General for Strategy and Pensions, UK Department for Work and Pensions
     Download Presentation
   
   
4. How flexible should pension savings be – Does more liquidity lead to more savings? What is the 401K experience?
   • Steve Utkus, Director, Vanguard Center for Retirement Research
     Download Presentation: The Question of Loans
   • Paul Stevens, President, Investment Company Institute Download Presentation: Flexibility and Retirement Savings in the United States


5. Financial Education Schemes in the US and UK
   • Nancy LeaMond, Group Executive Officer for Social Impact, AARP
     Read Remarks: “National Strategies For Addressing Financial Literacy”
   • Senator Daniel Akaka, United States Senator (D-HI)
     Read Remarks
   • Lois Vitt, Founder and President, Institute for Socio-Economic Studies
     Download Presentation: Goodbye To Complacency: Financial Literacy Education In The U.S. 2000-2005
   • Janet Hill, Head of Planning and Saving for Retirement Policy, UK Department for Work and Pensions
     Download Presentation: Financial Education In The UK: A Review Of Programmes And Their Effectiveness
     View Video: Bringing Financial Education to Life
   • Shaun Mundy, Head of Financial Capability Department, UK Financial Services Authority
     Download Presentation: The UK’s National Strategy on Financial Capability
   • Daniel Iannicola, Jr., Deputy Assistant Secretary for Financial Education, U.S. Department of the Treasury
     Download Presentation


6. Women and Pensions – How Can We Close the Gap?
   • Cindy Hounsell, Executive Director, Women's Institute for a Secure Retirement (WISER)
     Download Presentation: How much of the gap is caused by the pay gap?
   • Helen McCarthy, Head of Pensions and Savings Development, Association of British Insurers
     Download Presentation: The Gender Pensions Gap - Encouraging Women To Save For Retirement
   • Michelle Lewis, Pensions Adviser, Trade Union Congress
     Download Presentation