April 21st, 2011 — Event, Events, blog, featured, news
Next Event
Kenneth R. Solow
Will Great Investment Returns Bail
Out State Pension Plans?
Date: Thursday, April 28
Time: 8:30 a.m.
Location: Distilled Spirits Council 1250 Eye Street, NW, Suite 400
Washington, D.C. 20005 (Directions here)
Kenneth R. Solow is a founding partner and Chief Investment Officer with Pinnacle Advisor Group, Inc., a registered investment advisor providing private wealth management services to more than 650 families nationally and internationally. Solow is a nationally recognized speaker and his work has been published by the prestigious Journal of Financial Planning Magazine and Advisor’s Perspectives online e-letter. Solow recently published his first book, Buy and Hold is Dead (Again): The Case for Active Portfolio Management in Dangerous Markets, a provocative and thoughtful critique of the current state of the money management industry.
February 8th, 2011 — Uncategorized
Who:
- Chuck Blahous will discuss his book “Social Security: The Unfinished Work” (Here)
Where:
When:
Bio:
- Charles Blahous is a public trustee for Social Security and Medicare, a research fellow at the Hoover Institution and a senior fellow with the New America Foundation’s fiscal policy program. He previously served President George W. Bush as deputy director of the National Economic Council. Prior to that time, Blahous served as Executive Director of the President’s Commission to Strengthen Social Security, and as Special Assistant to the President for Economic Policy, with a focus on retirement income policy. Blahous previously served as Policy Director for U.S. Senator Judd Gregg, and Legislative Director for U.S. Senator Alan Simpson. His career in public service began when he was named the American Physical Society’s Congressional Science Fellow in 1989. Blahous holds a Ph.D. in computational quantum chemistry from the University of California/Berkeley (and also an A.B. in chemistry from Princeton University, where he won the McKay physical chemistry prize). He has been published in journals ranging from the Journal of Chemical Physics and Baseball Research Journal to National Affairs, Politico and the Harvard Journal of Legislation. Blahous’s two most recent books, Social Security: The Unfinished Work, and Pension Wise, were recently published by Hoover Institution Press.
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 atsavingsandretirement.org.
January 4th, 2011 — Event, Events, featured
On Wednesday, January 12, 2011, the Savings and Retirement Forum will be held at the Brookings Institution, 1775 Massachusetts Ave, NW, Washington, DC 20036 [Directions to Brookings], at 8:30 a.m.
Brookings Economic Studies fellow Douglas Elliott will discuss his research “State and Local Pension Funding Deficits: A Primer.” The financial health of state and local pension funds has been transformed from a yawn-inducing topic to a frightening one in a few short years. By some measurements, the shortfall across the nation adds up to over $3 trillion or more than two years’ worth of state and local tax revenues. (More info available here.)
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.
November 23rd, 2010 — featured
On Wednesday, December 8, 2010, the Savings and Retirement Forum will be held at the Investment Company Institute, 1401 H Street, NW, Washington, DC 20005 [Directions to ICI], at 8:00 a.m.
ICI Senior Economist Peter Brady will discuss his research “A Look at Private-Sector Retirement Plan Income After ERISA.” Among his findings are that retirement income generated by private-sector retirement plans has become more prevalent — not less prevalent — since the passage of ERISA in 1974, and this is true across all income groups.
If you plan on coming please RSVP with ICI’s Maria Castellon (those who don’t RSVP can still attend, they will simply need to sign in). 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.
October 13th, 2010 — featured
On Tuesday, November 9, 2010, the Savings and Retirement Forum will be held at the American Action Forum, 1401 New York Avenue NW, Washington, DC 20005 [Directions to AAF], at 8:30 a.m.
Seth Richards-Shubik, Ph.D., will present “Healthy Life Expectancy by Education: Estimates and Implications for Retirement Age Policy.” His research focuses on two themes within health economics. One area is network effects in health behaviors and medical decision-making, with related work on broader informational issues such as advertising. The other area is health disparities in the U.S., which includes work on the determinants of educational differences in mortality and the role of medical innovation in the growth of the racial gap in infant mortality.
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.
October 2nd, 2010 — Uncategorized
On Thursday, October 7, 2010, the Savings and Retirement Forum will be held at the Congressional Budget Office, D St SW & 2nd Ave SW, Washington, District of Columbia [Directions to CBO], at 8:30 a.m.
Mark J. Warshawsky, Ph.D., will present “A Proposal for Retirement Plan Reform.” A preponderance of evidence from studies of retirement preparedness, employer commitment to retirement plans, and the troubled future of Social Security, indicates that we need to take a stronger stance in the United States to ensure the benefit adequacy of retirement plans. At the same time, we should be realistic and prudent, building incrementally upon a voluntary system that has been quite successful to date, keeping the interest of employers to sponsor retirement plans, rather than creating whole new untried institutions.
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.
September 8th, 2010 — Uncategorized
On Thursday, September 16, 2010, the Savings and Retirement Forum will be held at the Heritage Foundation, 214 Massachusetts Ave NE Washington DC 20002 [Directions to Heritage], at 8:30 a.m.
Employee Benefit Research Institute research director Jack VanDerhei will speak on the subject of retirement income preparation and future prospects.
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.
July 20th, 2010 — Defined Benefit, Defined Contribution, Event, Events, Social Security, Uncategorized, featured
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.
June 2nd, 2010 — Event, Events, featured
Barbara Butrica
On Tuesday, June 29, 2010, the Savings and Retirement Forum will be held at the Urban Institute (2100 M Street, N.W. Washington, DC 20037) [Directions to UI], at 8:30am.
International Monetary Fund technical assistance adviser Mauricio Soto and Urban Institute senior research associate Barbara A. Butrica will present their paper “Will Automatic Enrollment Reduce Employer Contributions to 401(k) Plans?,” which is available here.
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.
April 10th, 2010 — Event, Events
On Thursday, April 15th, 2010 the Savings and Retirement Forum will be held at Cato 1000 Massachusetts Ave, NW, Washington, DC [Directions to CATO], at 8:30am.
Mr. Gokhale
CATO senior fellow Jagadeesh Gokhale will talk about his new book “Social Security: A Fresh Look At Policy Alternatives.”
Many of us suspect that Social Security faces eventual bankruptcy. But the government projects its future finances using outdated methods. Employing a more up-to-date approach, Jagadeesh Gokhale here argues that the program faces insolvency far sooner than previously thought. To assess Social Security’s fate more accurately under current and alternative policies, Gokhale constructs a detailed simulation of the forces shaping American demographics and the economy to project their future evolution. He then uses this simulation to analyze six prominent Social Security reform packages – two liberal, two centrist, and two conservative – to demonstrate how far they would restore the program’s financial health and which population groups would be helped or hurt in the process. Arguments over Social Security have raged for decades, but they have taken place in a relative informational vacuum; “Social Security” provides the necessary bedrock of analysis that will prove vital for anyone with a stake in this important debate.
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. 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.
February 20th, 2010 — Defined Benefit, Event, Events, Recession, featured
On Tuesday, May 11, 2010, the Savings and Retirement Forum will be held at the Heritage Foundation 214 Massachusetts Ave NE Washington DC 20002 [Directions to Heritage], at 8:30am.
Vice President and Community Education Administrator Ammar Askari, Ph.D., with M&I Marshall & Ilsley Bank will present his paper “Banking the Underbanked: A Case Study.”
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. 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.
February 18th, 2010 — Event, Events, featured
You are Invited …
To A Meeting of the Savings and Retirement Forum
with Guest Speaker
Alejandra Lopez-Fernandini
Tuesday, March 16, 2010
8:30 am
The New American Foundation
1899 L Street, NW Suite 400 Washington, DC 20036
[Directions to NAF]
NAF senior policy analyst Alejandra Lopez-Fernandini will present her paper “Unrestricted Savings: Their Role in Household Economic Security and the Case for Policy Action,” which is available here.
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. 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.
January 8th, 2010 — Event, Events
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.
December 4th, 2009 — Event, Events, featured
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.
November 16th, 2009 — Event, Events, featured
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.
October 19th, 2009 — Event, Events, featured
Where: Brookings Institute
When: 8:30-9:30 Oct 26th
September 21st, 2009 — Event, Events, featured
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.
July 28th, 2009 — featured
The next Savings and Retirement Forum will be August 6th at AEI. He will be discussing the Case for Simplifying Social Security Benefits.
June 17th, 2009 — Uncategorized
June 17th, 2009 — featured
July 15th the Urban Institute will be hosting a presentation by Mauricio Soto entitled “ Trends in Pension Coverage and Contributions.”
June 17th, 2009 — news
June 17th, 2009 — news
June 17th, 2009 — news
June 16th, 2009 — Events
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
June 7th, 2009 — Uncategorized
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.
June 5th, 2009 — Uncategorized
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.
June 5th, 2009 — news
June 5th, 2009 — news
June 5th, 2009 — news
June 5th, 2009 — news
