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, sponsored by SS&C Technologies
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