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
7th FLOOR
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)

LUNCH FORUM
Discussing
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

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. 

Location: 

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

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

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

722 12th Street, NW
7th FLOOR
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).