ABOUT THE CONFERENCE
AARP, ASPPA and WISER are presenting this summit to objectively review current public proposals and private products aimed at
facilitating the management of income during retirement. The summit will be a forum for discussing the challenges faced by both
employees preparing for retirement and their employers assisting them, how insurance and financial markets might respond to these
challenges, and the options that policymakers are considering to improve the security of retirement income. Join industry experts, senior
government officials, and key legislators for a discussion of these timely issues.
BENEFITS OF ATTENDING
This event will address questions recently raised by the US Departments of Labor and Treasury and explore the use
of various options to improve financial security in retirement. Speakers will include Members of Congress, congressional
and administration staff, researchers and representatives of the financial and insurance industries.
Panelists will discuss:
• Challenges to providing lifetime income option, including barriers to employer and employee take up of such options
• Insurance market innovations to assist retirees effectively manage their retirement income
• Financial market innovations to assist retirees effectively manage their retirement income
• Public policy changes that may be needed to fill the gaps in lifetime income security
The Lifetime Income Summit will be an informative and stimulating look at a wide range of creative options to help retirees manage income
throughout their lifetimes.
CONFERENCE LOCATION
Washington Hilton
1919 Connecticut Ave., NW
Washington, DC 20009
Tel: 202.483.3000
Web site
Founded in 1958, AARP is a nonprofit, nonpartisan membership organization that helps people 50 and over improve the quality of their lives.
AARP has grown to 40 million members and has offices in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. As
the nation’s largest membership organization for people 50+, AARP is leading a revolution in the way people view and live life after 50.
AARP’s mission is to enhance the quality of life for all as we age, leading positive social change and delivering value to members through
information, advocacy and service. AARP works tirelessly to fulfill its vision: a society in which everyone ages with dignity and purpose,
and in which AARP helps people fulfill their goals and dreams.
Since its inception in 1966, ASPPA (American Society of Pension Professionals & Actuaries) has been integral in preserving, shaping and
enhancing our nation’s employer-sponsored retirement plan system. ASPPA membership is comprised of a network of professionals dedicated to
the security of the employer-sponsored retirement plan system. Through its influential presence in Washington, DC and its dynamic yet
intensive credentialing and continuing education programs, ASPPA has become the prominent voice in the retirement plan industry. ASPPA is
the only organization comprised exclusively of retirement plan professionals that actively advocates for legislative and regulatory changes
to expand and improve the private pension system. ASPPA’s elite membership has grown to approximately 7,500 retirement plan professionals
who have chosen to be among the most dedicated in the industry.
The Women’s Institute for a Secure Retirement works to provide low and moderate income women (aged 18 to 65) with basic financial
information aimed at helping them take financial control over their lives and to increase awareness of the structural barriers that prevent
women’s adequate participation in the nation’s retirement systems. Although women have entered the labor force in record numbers, their
access to retirement benefits has not followed at the same level. As the only project to focus exclusively on the specific inequities that
disadvantage women, WISER seeks to improve the opportunities for women to secure retirement income.
QUESTIONS Tel: 703.516.9300
info@lifetimeincomesummit.org