May Agenda

Public Policy Event Series

Tuesday, May 4, 2021

10:30 am Exhibit Hall Opens

11:00 am – 11:10 am Opening Comments

Joan McDonagh, Empower Retirement (Emcee)

11:10 am – 11:25 am 20th Anniversary of EGTRRA & presentation of Retirement Security Champion Award

Ralph Ferraro, Lincoln Financial Group

11:25 am – 12:15 pmThe 117th Congress: What’s in store for Retirement Plans?

Chris Gaston, Davis & Harman (moderator)
Drew Crouch, Tax and ERISA Counsel, Senate Finance Committee
Ron Storhaug, Office of Senator Cardin
Michael Sinacore, Office of Senator Portman
Kendra Kosko Isaacson, Senate HELP Committee

12:15 pm – 1:05 pmWhat’s on the Policy Shopping List with a New Administration?

Lew Minsky, DCIIA (moderator)
David John, AARP
Karen Friedman, Pension Rights Center
Gene Steuerle, Urban Institute

1:05 pm – 1:25 pm Break with exhibitors

1:25 pm – 2:15 pm Minding the Gap: Democratizing U.S. Savings

Michael Andeberhan, MSCI (moderator)
Fred Makonnen, Equitable
Katie Selenski, CalSavers
Karen Andres, Aspen Institute

2:20 pm – 3:05 pm BREAKOUT SESSIONS

SESSION A – Are PEPs the Future of Retirement Plans?

Dan Basile, Ascensus (moderator)
Brad Campbell, Faegre Drinker Biddle & Reath
Melissa Drennan, NTCA-The Rural Broadband Association
Lia Mitchell, Morningstar

SESSION B – Cybersecurity and Fraud Prevention

Stephen Budinsky, RVK (moderator)
Jason Honey, Fidelity Investments
Les McCollum, ICMA-RC
Mark Strosahl, Principal

Wednesday, May 5, 2021

10:30 amExhibit Hall Opens

11:00 am – 11:10 amOpening Comments

Rob Scheinerman, AIG (Intro)
Michael Kreps, Groom Law Group (Emcee)

11:10 am – 12:00 pmDesigning Effective Legislation to Expand Access to Retirement Savings and Income

Catherine Reilly, Smart USA Co. (moderator)
Angela Antonelli, Georgetown
John Scott, The Pew Charitable Trusts
Nicholle Taylor, SS&C

12:00 pm – 12:50 pmExpanding Workplace Savings: Seeking a Holistic Lifelong Approach

Sharon Scanlon, Lincoln Financial Group (moderator)
Shai Akabas, Bipartisan Policy Center
Liz Davidson, Financial Finesse
Alisa Ferguson, Virginia529

12:50 pm – 1:20 pm Break with exhibitors

1:20 pm – 2:20 pmA Conversation with Retirement Regulators

Melissa Kahn, State Street Global Advisors (moderator)
Ali Khawar, Employee Benefits Security Administration
Rachel Levy, Internal Revenue Service

2:25 pm – 3:15 pm How to Engage with Policy Makers (Via Zoom)

Breakout Session Moderators:
Melissa Kahn, State Street Global Advisors
Bob Holcomb, Empower Retirement
Toni Brown, Capital Group
Bob Grohowski, T. Rowe Price Associates, Inc.
Tim Rouse, SPARK Institute
Bruce Ashton, Faegre Drinker Biddle & Reath

3:30 pm – 4:30 pm Networking Event (Via Zoom) – Exploring Mindfulness and Resilience,

Thursday, May 6, 2021

10:30 amExhibit Hall Opens

11:00 am – 11:10 amOpening Comments

Rachel Barry, BlackRock (Emcee)

11:10 am – 12:00 pmThe Code Breaker: What to Expect when you’re Expecting (Litigation)?

David Pulford, Former Director of Retirement Programs, American Airlines (moderator)
Alison Douglass, Goodwin Procter
Mark Boyko, Bailey & Glasser

12:00 pm – 12:50 pmImpact of COVID on DC Savings

Rob Austin, Alight Solutions (moderator)
Sarah Holden, Investment Company Institute
Sasha Franger, Empower Retirement
Cathy Saunders, Putnam Investments

12:50 pm – 1:15 pmBreak with exhibitors

1:15 pm – 2:00 pm BREAKOUT SESSIONS

SESSION A – State Data Privacy Laws and Retirement Plans

Ben Taylor, Callan (moderator)
Kevin Walsh, Groom Law Group
Karen Nash-Goetz, T. Rowe Price

SESSION B – Missing Participants: DOL has Spoken –Now What?

Rachel Kugelmass, Conduent (moderator)
Liz Goldberg, Morgan Lewis
Lavina Mehta, Bechtel Global Corporation
Spiro Preovolos, PenChecks

2:05 pm – 2:45 pmThe Arc of Technology Within Our Industry

Tim Rouse, SPARK Institute (moderator)
Bill Stone, SS&C

2:45 pm – 2:50 pm Closing Comments/Public Policy Series Wrap-up