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Robert Pozen Discussing “Creating a Third Type of Retirement Plan”

Guest Speaker

Robert Pozen
on

Creating a Third Type of Retirement Plan

Friday, April 7th, 2017

12:00 p.m. – 1:00 p.m.

RSVP

  Location:
AARP
601 E Street NW
Washington, DC 20049

Featured Guest:

Robert Pozen is a Senior Lecturer at the MIT Sloan School of Management. He is also a Senior Fellow at the Brookings Institution. He has extensive experience in business, government and journalism. Bob was executive chairman of MFS Investment Management from 2004 to 2011; during this period, the assets of MFS more than doubled from a starting point of $130 billion. From 1987 through 2001, he served in various positions at Fidelity Investment. During his tenure as President of Fidelity Management and Research, from 1997 thru 2001, the assets of the Fidelity Funds rose from $500 billlion to $900 billion. Bob served as Associate General Counsel of the SEC in the late 1970s, and Chairman of the SEC’s Advisory Committee on Financial Reporting in 2007-2008. He was a member of the President’s Commission to Strengthen Social Security, and served as Secretary of Economic Affairs under Massachusetts Governor Mitt Romney. Bob has taught at Georgetown and NYU as well as Harvard and MIT. He has published seven books, mainly on financial issues. His latest book, Extreme Productivity: Boost Your Results, Reduce Your Hours, was #3 on Fast Company’s list of best business books for 2012. In addition, he often writes editorials for the Financial Times, The Washington Post and The Wall Street Journal.

Peter Brady on ​”Using Tax Panel Data to Examine the Transition to Retirement”​

Guest Speaker

Peter Brady
on

​”Using Tax Panel Data to Examine   the Transition to Retirement”​

Tuesday, March 28th, 2017

12:00 p.m. – 1:00 p.m.

RSVP
Location:
Tax Foundation
1325 G St. NW
Washington, DC 20005

Featured Guest:

Peter Brady is is a Senior Economist in the Retirement and Investor Research Division at the Investment Company Institute (ICI). At the Institute, Mr. Brady focuses on pensions, retirement savings, and the taxation of capital income. Peter’s current research is focused on measuring changes in income in retirement and the tax treatment of retirement savings. His prior research includes work on retirement adequacy, replacement rates, pension coverage, and trends in pension income. Mr. Brady is currently President of the National Tax Association and is a member of the SOI Consultants Panel (for the Internal Revenue Service, Statistics of Income Division). Prior to joining the Institute, Mr. Brady worked as a financial economist in the Office of Tax Analysis at the U.S. Department of Treasury and, prior to working at the Treasury Department, as a staff economist in the Research Division at the Federal Reserve Board. Mr. Brady is a graduate of St. Lawrence University and holds a Ph.D. in economics from the University of Wisconsin.

Gary Burtless Discussing “What growing life expectancy gaps mean for the promise of Social Security”

LUNCH FORUM
Wednesday, February 22nd
with Gary Burtless, Senior Fellow at Brookings Institute discussing “The Growing Longevity Gap between Rich and Poor and Its Impact on Redistribution through Social Security”
Wednesday, February 22nd
Noon – 1:00 p.m.
Location:  
NFIB
1201 F St. NW
#200
Washington, D.C. 20004

Gary Burtless is a senior fellow and holds the John C. and Nancy D. Whitehead Chair in Economic Studies at the Brookings Institution in Washington, DC. He does research on issues connected with the income distribution and poverty, public finance, aging, labor markets, social insurance, and the behavioral effects of government tax and transfer policy.