A Panel Discussion on The U.S. Department of Labor’s Updated Fiduciary Rules
Davis & Harman
President of Capital Policy Analytics
Tuesday October 13, 2015
Dirksen Senate Office Building
the Employee Health Benefits Excise Tax
(aka The Cadillac Tax)
with Robert Pozen
Wednesday, June 24
Noon to 1:00
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.
For a Lunch Meeting with Guest Speaker:
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
1000 Massachusetts Ave NW>
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:
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).