By Jared on July 20, 2010
On Tuesday, July 27, 2010, the Savings and Retirement Forum will be held at Fidelity Investments (325 7th street, NW on the 6th floor) [Directions here], at 8:30am.
Fidelity Senior Vice President for Policy Development and Market Planning Pamela Everheart will speak on the subject of “The impact of financial guidance on plan participants.” Sue Guerzon will also join us to provide a guided tour of some of Fidelity’s online educational tools.
If you plan on coming please RSVP. Coffee, juice, and pastries will be served. Please feel free to pass this along to others who you feel might be interested in attending.
The purpose of the Forum is to bring together academics, interested industry professionals, policy wonks, and government staffers who work on issues related to Social Security, pensions, savings, and general retirement issues for a monthly seminar and an annual half-day conference. More information is available at savingsandretirement.org.
Posted in Defined Benefit, Defined Contribution, Event, Events, Social Security, Uncategorized, featured
By Jared on June 2, 2010
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By Jared on April 10, 2010
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By Jared on February 18, 2010
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By admin on January 8, 2010
On Wednesday, January 20th, 2010 the Savings and Retirement Forum will be held at The American Enterprise Institute: 1150 Seventeenth Street, N.W.
Washington, DC 20036 [Directions to AEI], at 8:30am.
The purpose of the Forum is to bring together academics, interested industry professionals, policy wonks, and government staffers who work on issues related to Social Security, pensions, savings, and general retirement issues for a monthly seminar and an annual half-day conference. Our website, www.savingsandretirement.org contains the dates of future meetings, links to relevant papers, and a few miscellaneous links that people doing research on these issues may find useful.
If you plan on coming please RSVP. Coffee, juice, and pastries will be served. Please feel free to pass this along to others who you feel might be interested in attending.
Posted in Event, Events
By admin on December 4, 2009
On Wednesday, December 9th, 2009 the Savings and Retirement Forum will be held at The Urban Institute: 2100 M Street, N.W.Washington, DC, at 8:30am. Barbara A. Butrica, Karen E. Smith, and Eric J. Toder of the Urban Institute will be discussing paper “Retirement Security and the Stock Market Crash What are the Possible Outcomes?”
Link to Paper: Here
The purpose of the Forum is to bring together academics, interested industry professionals, policy wonks, and government staffers who work on issues related to Social Security, pensions, savings, and general retirement issues for a monthly seminar and an annual half-day conference. Our website, www.savingsandretirement.org contains the dates of future meetings, links to relevant papers, and a few miscellaneous links that people doing research on these issues may find useful.
If you plan on coming please RSVP. Coffee, juice, and pastries will be served. Please feel free to pass this along to others who you feel might be interested in attending.
Posted in Event, Events, featured
By admin on November 16, 2009
PowerPoint: : Link
Paper: Link
On Thursday, November 19th, 2009 the Savings and Retirement Forum will be held at The Investment Company Institute: 1401 H St., NW, Suite 1200, at 8:30am. Hillary Waldron of the Social Security Administration will be discussing “Longevity and Earnings” The purpose of the Forum is to bring together academics, interested industry professionals, policy wonks, and government staffers who work on issues related to Social Security, pensions, savings, and general retirement issues for a monthly seminar and an annual half-day conference. Our website, www.savingsandretirement.org contains the dates of future meetings, links to relevant papers, and a few miscellaneous links that people doing research on these issues may find useful.
If you plan on coming please RSVP. Coffee, juice, and pastries will be served. Please feel free to pass this along to others who you feel might be interested in attending.
Posted in Event, Events, featured
By admin on October 19, 2009
Where: Brookings Institute
When: 8:30-9:30 Oct 26th
Posted in Event, Events, featured
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By admin on September 21, 2009
On Tuesday, September 22, 2009 the Savings and Retirement Forum will be held at 1101 New York Avenue, NW, 8th Floor, Washington, DC 20005, at 8:30am. Ken Solow, Chief Investment Officer, Pinnacle Advisory Group will be discussing his book “Buy and Hold is Dead (Again): The case for active portfolio management for retirement savings.” (Link to Ken’s Investment blog: Here)
The purpose of the Forum is to bring together academics, interested industry professionals, policy wonks, and government staffers who work on issues related to Social Security, pensions, savings, and general retirement issues for a monthly seminar and an annual half-day conference. Our web site, www.savingsandretirement.org contains the dates of future meetings, links to 
relevant papers, and a few miscellaneous links that people doing research on these issues may find useful.
If you plan on coming please RSVP by 3pm Tuesday if possible to expedite your entry into the building. Coffee, juice, and pastries will be served.
Please feel free to pass this along to others who you feel might be interested in attending.
Posted in Event, Events, featured
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By admin on July 28, 2009
The next Savings and Retirement Forum will be August 6th at AEI. He will be discussing the Case for Simplifying Social Security Benefits.
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By admin on June 17, 2009
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By admin on June 17, 2009
July 15th the Urban Institute will be hosting a presentation by Mauricio Soto entitled “ Trends in Pension Coverage and Contributions.”
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By admin on June 17, 2009
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By admin on June 17, 2009
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By admin on June 17, 2009
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By admin on June 16, 2009
Mark Warshawsky, Director of Retirement Research at Watson Wyatt and former Assistant Secretary of the Treasury for Economic Policy is disussing his paper: “Comparing Strategies for Wealth Management in Retirement.”
Paper: Link
PowerPoint: Link
Posted in Events
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By admin on June 7, 2009
The number of older Americans participating in the work force has been rising over the last 15 years or so, after dropping steadily for decades. Researchers attribute that to change in retirement laws, increased lifespans and increasing financial pressures from drops in stock prices to increased health care costs.
Posted in Uncategorized
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By admin on June 5, 2009
The life expectancy for people who live to age 65 is an additional 18 years, or to age 83, according to the National Center for Health Statistics. The life expectancy for those who live to age 65 is higher for women, almost 20 years, than for men, almost 17 years.
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By admin on June 5, 2009
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By admin on June 5, 2009
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By admin on June 5, 2009
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By admin on June 5, 2009
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By admin on June 5, 2009
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By admin on June 5, 2009
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By admin on May 27, 2009
When: 8:30am June, 17th
Where: Heritage Foundation
214 Massachusetts Ave NE
Washington DC 20002-4999
RSVP: Link
Put on your schedule: Link
On Wednesday, 17 June 2009 the inaugural meeting of the Savings and Retirement Forum will be held at the Heritage Foundation, 214 Massachusetts ave NE, at 8:30am. Mark Warshawsky, Director of Retirement Research at Watson Wyatt and former Assistant Secretary of the Treasury for Economic Policy will be discussing his paper entitled “Comparing Strategies for Wealth Management in Retirement.”
The purpose of the Forum is to bring together academics, interested industry professionals, policy wonks, and government staffers who work on issues related to Social Security, pensions, savings, and general retirement issues for a monthly seminar. In the future we hope to have a half-day annual conference and an active web site. For now, www.savingsandretirement.org will contain the dates of future meetings, links to relevant papers, and a few miscellaneous links that people doing research on these issues may find useful.
On July 15th the Urban Institute will be hosting a presentation by Mauricio Soto entitled “Trends in Pension Coverage and Contributions.” In August Kent Smetters from Wharton is scheduled to come to town and present early in the month, before Congress goes into recess.
In keeping with the tradition of the Tax Economists’ Forum we will be providing coffee, juice, and pastries.
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By Jared on April 3, 2009
Posted in news
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By admin on April 1, 2009
The first breakfast will happen in the month of April. Please check back frequently for updates.
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By Jared on April 1, 2009
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By admin on March 30, 2009
NCPA recently published a paper that presents a new take on the retirement issue, Ten Ways to Wreck Your Retirement!
This paper does not provide any landmark breakthroughs on the academic front, but it does bring some good ideas together, provides a solid footing for financial education, and might steer legislators away from some of their market fears by providing some easy to digest numbers.
Posted in blog
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