Howard Iams discusses “Retirement Plan Coverage by Firm Size: An Update”

Howard Iams of the Social Security Administration discussing “Retirement Plan Coverage by Firm Size: An Update”This paper was a co-authored by Howard Iams, Jules Lichtenstein, and Irena Dushi

Tuesday, July 21
Noon – 1:00 p.m.Location:  
Americans for Tax Reform
722 12th Street, NW
Washington, D.C. 20005

Howard Iams is a social science research analyst with ORES, ORDP, SSA.
Irena Dushi is an economist with the Office of Policy Evaluation and Modeling, Office of Research, Evaluation, and Statistics (ORES), Office of Retirement and Disability Policy (ORDP), Social Security Administration (SSA).

Jules Lichtenstein is a senior economist with the Small Business Administration’s Office of Advocacy.

Robert Pozen discusses the Employee Health Benefits Excise Tax (aka The Cadillac Tax)

the Employee Health Benefits Excise Tax
(aka The Cadillac Tax)
with Robert Pozen
Wednesday, June 24
Noon to 1:00
Hoover Institution

1399 New York Ave., NW, #500
Washington, D.C. 20005

Robert Pozen is a nonresident senior fellow in Economic Studies at the Brookings Institution.  Since 2004, he has served as the chairman of MFS Investment Management, which manages over $180 billion in assets for over five million investors worldwide. Prior to this position, he was the John Olin Visiting Professor at Harvard Law School in 2002 and 2003, where he taught interdisciplinary courses on corporate governance and financial institutions. He currently serves as a senior lecturer at the Harvard Business School.

Financial Illiteracy Meets Conflicted Advice: The Case of Thrift Savings Plan Rollovers

For a Lunch Meeting with Guest Speaker: 

John Turner


 Director, Pension Policy Center 

Who will discuss his paper

“Financial Illiteracy Meets Conflicted Advice: The Case of Thrift Savings Plan Rollovers” 

This paper is coauthored with Bruce Klein of the Pension Policy Center and Norman Stein of Drexel University Law School. 

Wednesday April 22, 2015 

Noon-1:00 p.m. 


Cato Institute

1000 Massachusetts Ave NW>

Washington, DC

John A. Turner is Director of the Pension Policy Center, which provides research and consulting on social security, pension policy, and retirement planning.  Previously, he worked in the AARP Public Policy Institute, the International Labor Office in Geneva, Switzerland, and in research offices at the U.S. Social Security Administration and the U.S. Labor Department.

Illustrating Retirement Income for Defined Contribution Plan Participants

Illustrating Retirement Income for Defined Contribution Plan Participants:
A Critical Analysis of the Department of Labor Proposal

with Mark Warshawsky
Wednesday, March 18th, Noon to 1:00
Americans for Tax Reform

722 12th Street, NW
Washington, D.C. 20005

Mark J. Warshawsky is a visiting scholar at the Mercatus Center of George Mason University. His research interests include employer-sponsored retirement programs, social security, financial planning, health and long-term care financing, corporate and public finance, and macroeconomics. He is a co-author of the Fundamentals of Private Pensions, Ninth Edition (Oxford University Press, 2010) and author of Retirement Income: Risks and Strategies (MIT Press, 2012).

Will Annuities Keep Seniors from Going Broke?


Photos From Event:

Boosting Economic Mobility through Prize-Linked Savings

Stuart Butler
Distinguished Fellow and Director, Center for Policy Innovation
The Heritage Foundation
David C. John
Senior Strategic Policy Advisor
AARP Public Policy Institute
Investment Company Institute
1401 H Street, NW
Suite 1200
Washington, DC 20005

The savings rate in America has been in decline for three decades, with roughly one-third of households having no savings at all. Analyses of economic mobility explore why some people are successful in moving up the economic ladder during their lifetime while others are not. While there is much debate about the degree of opportunity in America, there is general agreement that there seem to be significant obstacles facing Americans who start out in households at the bottom end of the income spectrum. But even for those starting at the bottom, lifetime trajectories vary widely. The habit of saving is a critically important complement to education and social “capital” needed for upward mobility. But we need to recognize that there are many Americans who are not inclined to take part in traditional programs designed to build a savings habit. For these Americans, financial incentives and tools with approaches that have a more emotional appeal are a more effective way of creating a culture of savings by channeling the instinct to gamble into systematic savings. This approach, known as “prize-linked savings” employs the techniques of behavioral economics to turn a behavior pattern into a savings habit that enhances the economic mobility of a household.

Jonathan Forman Discusses a Solution to State and Local Pension Underfunding

For a Lunch Meeting with Guest Speaker:

Jonathan Forman

Alfred P. Murrah Professor of Law

University of Oklahoma

Who will discuss his paper:

Tontine Pensions: A Solution to the State and Local Pension Underfunding Crisis

Thursday May 8, 2014

Noon-1:00 p.m.

Location: ATR

722 12th Street, NW Suite 400

Washington, D.C. 20005

Mark Iwry Discusses “myRA”

For a Lunch Meeting with Guest Speaker:

Mark Iwry
Deputy Assistant Secretary (Tax Policy) for Retirement and Health Policy
U.S. Treasury Department


The President’s Proposal to Expand Retirement Savings

Wednesday March 12, 2014
Noon-1:00 p.m. 

J. Mark Iwry is Senior Advisor to the Secretary of the Treasury and is the Deputy Assistant Secretary (Tax Policy) for Retirement and Health Policy at the U.S. Treasury Department.  Mr. Iwry was previously a Nonresident Senior Fellow at the Brookings Institution, Research Professor at Georgetown University, Of Counsel to the law firm of Sullivan & Cromwell LLP, and a Principal of the Retirement Security Project.  He was the Treasury Department’s Benefits Tax Counsel from 1995 to 2001, serving as the principal official directly responsible for tax policy and regulation relating to the Nation’s qualified pension and 401(k) plans, employer-sponsored health plans, deferred compensation, and other employee benefits.

Mark Warshawsky Discusses Long-Term Care

Mark Warshawsky
Vice-Chair, Commission on Long-Term Care

Who will discuss

Commission on Long-Term Care: Public and Private Issues in Long-Term Care Financing

Noon to 1:30 pm


Investment Company Institute
1401 H Street, NW #1100
Washington, D.C. 20005

Mark Warshawsky is a prominent researcher on retirement plans and products and the risks facing retirees. He is a coauthor of “Fundamentals of Private Pensions” and author of “Retirement Income: Risks and Strategies,” as well of more than a hundred published professional papers. He was a member of the Social Security Advisory Board from 2006 to 2012 and is now Vice Chair of the federal Commission on Long-Term Care. From 2004 to 2006, Warshawsky served as assistant secretary for economic policy at the US Department of the Treasury, playing a key role in the development of the Pension Protection Act of 2006, the Social Security and Medicare Trustees’ Reports, and the terror risk insurance program.

Jagadeesh Gokhale Discusses SSDI Reform

Jagadeesh Gokhale
Senior Fellow
Cato Institute

He will discuss his new paper: A New Approach to SSDI Reform

Jagadeesh Gokhale is recognized internationally as an expert on entitlement reform, labor productivity and compensation, U.S. fiscal policy and the impact of fiscal policy on future generations. He works with Cato’s Project on Social Security Choice to develop reforms for programs such as Social Security and Medicare.