How Same Sex Marriage Affect Retirement Income and Government Budgets

Guest speakers

Stephen Rose
And
Karen E. Smith
on
“How Same Sex Marriage Affect Retirement Income and Government Budgets”

They will discuss their new paper on using DYNASIM to estimate the impact of legal same-sex marriage on retirement income and government budgets.

Tuesday, November 15, 2016

Noon-1:00 p.m.

Location:
Tax Foundation
1350 G Street #950
Washington D.C.

Dr. Stephen J. Rose is a Research Professor at the George Washington Institute of Public Policy and a nationally-recognized labor economist who has been doing innovative research and writing about the interactions between formal education, training, career movements, incomes, and earnings for the last 35 years.

Karen Smith is a senior fellow in the Income and Benefits Policy Center at the Urban Institute, where she is an internationally recognized expert in microsimulation. Over the past 30 years, she has developed microsimulation models for evaluating Social Security, pensions, taxation, wealth and savings, labor supply, charitable giving, health expenditure, student aid, and welfare reform.

The Potential Impact of Mandated Employer Pension Programs on Retirement Savings

Guest speakers

Barbara Butrica 
And
Karen E. Smith

on

“The Potential Impact of Mandated Employer Pension Programs on Retirement Savings”

Tuesday, October 18, 2016

Noon-1:00 p.m.

Barbara Butrica is a labor economist with expertise in aging and income dynamics. She studies issues related to the economic security of the baby boom generation, pensions, Social Security, and the engagement of older adults. Butrica has published her research in peer-reviewed journals and has written numerous research reports and briefs for general audiences.

Karen Smith is a senior fellow in the Income and Benefits Policy Center at the Urban Institute, where she is an internationally recognized expert in microsimulation. Over the past 30 years, she has developed microsimulation models for evaluating Social Security, pensions, taxation, wealth and savings, labor supply, charitable giving, health expenditure, student aid, and welfare reform.

Pension System Challenges Across the Globe

Guest speaker Pablo Antolín

on
“Pension System Challenges Across the Globe”

Monday, September 19
Noon – 1pm

Investment Company Institute
1401 H Steet, NW
Suite 1200
Washington, DC

Pablo Antolín is Principal Economist and Head of the Private Pension Unit of the OECD Financial Affairs Division.  He manages the research and policy program of the Working Party on Private Pension.  Mr. Antolín has a PhD in Economics from the University of Oxford.

Recent Trends in Morality and the Impact on Entitlements

Recent Trends in Morality and the Impact on Entitlements
with Stephen Goss
Wednesday, July 20
Noon to 1:00pm

Cato Institute
1000 Massachusetts Ave NW
Washington, DC 20001

Steve Goss has been Chief Actuary at the Social Security Administration since 2001.  Mr. Goss joined the Office of the Chief Actuary in 1973 after graduating from the University of Virginia with a MA in Mathematics.  He graduated from the University of Pennsylvania in 1971 with a BA, majoring in mathematics and economics. Mr. Goss is a member of the Society of Actuaries, the American Academy of Actuaries, the National Academy of Social Insurance, the Social Insurance Committee of the American Academy of Actuaries, and the Social Security Retirement and Disability Income Committee of the Society of Actuaries.

Reaching Across Boarders: The Use of Global Savings Accounts to Enhance Retirement Security Worldwide

Reaching Across Boarders: The Use of Global Savings Accounts to Enhance Retirement Security Worldwide
with Kathryn Reilly
Thursday, June 9
Noon to 1:00pm

Investment Company Institute
1401 H St., NW, Suite 1100
Washington, DC 20005

Kathryn Reilly is the Global Director, Public Affairs for Aon. She leads the policy efforts for Aon’s business units and shapes proposals for such areas as healthcare, retirement, terrorism risk insurance, and financial services. Prior to joining Aon she worked for Caterpillar Inc. Kathryn has a B.A. from Eastern Illinois University and a M.B.A. from Georgetown University.

How Automatic IRAs Can Help Americans Reach Their Retirement Goals

Tuesday, May 24
8:30am –  10:00am
 

Urban Institute
2100 M Street NW, 6th Floor
Washington, DC

Robert Pozen is a nonresident senior fellow in Economic Studies at the Brookings Institution and a senior lecturer at MIT’s Sloan School of Management.  He has written on a wide variety of topics related to retirement saving.

The Pension Mis-Selling Scandal, the SEC, and the Enforcement of the Fiduciary Standard

Guest speaker Pension Policy Center Director John Turner

He will be discussing his new paper:

“The Pension Mis-Selling Scandal, the SEC, and the Enforcement of the Fiduciary Standard”

Wednesday, May 4
Noon – 1pm

Time Warner Cable
901 F Street, NW, Suite # 800
Washington, DC 20004

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.

How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits

Guest speaker Peter Brady

He will be discussing his new book:

“How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits”

Thursday, March 10, 2016
Noon – 1pm

The Tax Foundation
1325 G Street, NW
Suite 950
Washington, DC 20005

Abstract
Assuring retirement security is a challenge for American workers, for their employers—and for the country’s policymakers. Government policy supports retirement preparedness primarily through two mechanisms: Social Security, which is a mandatory contributory pension for all workers, and tax deferral, which provides incentives for employers to offer and workers to participate in voluntary retirement plans.  Yet the combined effect of these two mechanisms is poorly understood—and subject to widespread myths.

In a new book, How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits, economist Peter Brady of the Investment Company Institute challenges the notion of an “upside-down” retirement system that only benefits the wealthy.

Brady’s innovative work is the first to use a consistent metric—a tax expenditure estimate—to measure the benefits of both tax deferral and Social Security. It illustrates that higher earners benefit more from tax deferral not because of their higher tax rates, but because the design of Social Security creates a strong incentive for them to defer more of their compensation.

In findings that bear directly upon today’s pressing policy debates, Brady demonstrates that the full system of government support for retirement is indeed progressive and warns that tax proposals to limit or fundamentally change tax deferral would actually make the code less fair.

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).