
Welcome Reception – Introduction from the Administration
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Jason Furman, Deputy Director, National Economic Council
Sponsored by: Investment Company Institute
Panel Discussion 1: Identifying the Problem
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Michael L. Davis, Deputy Assistant Secretary, Employee Benefits Security Administration, US Department of Labor
Lynn D. Dudley, Senior Vice President, Policy, American Benefits Council
William G. Gale, Senior Fellow, Economic Studies, The Brookings Institute
Lina Walker, Senior Policy Advisor, AARP Public Policy Institute
Moderator: Dallas Salisbury, President and Chief Executive Officer, Employee Benefits Research Institute
Sponsored by: AARP Public Policy Institute
Panel Discussion 2: Insurance Market Innovations
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Francois Gadenne, Chairman and Executive Director, Retirement Income Industry Association
Kelli Hueler, Chief Executive Officer, Hueler Companies
Christine Marcks, President, Retirement Services, Prudential
Jody Strakosch, National Director, Retirement Products-Strategic Alliances, MetLife
Moderator: Paul Schott Stevens, President and Chief Executive Officer, Investment Company Institute
Sponsored by: AARP Public Policy Institute
Lunch and Keynote Address
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Congressman Earl Pomeroy (D-ND)
Sponsored by: American Council of Life Insurers
Panel Discussion 3: Financial Market Innovations
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Cynthia L. Egan, President, Retirement Plan Services, T. Rowe Price
Sherrie Grabot, Chief Executive Officer, GuidedChoice
Robert Reynolds, President and Chief Executive Officer, Putnam Investments
Stephen P. Utkus, Director of Retirement Research, Vanguard
Moderator: Walter C. Welsh, Executive Vice President, Taxes & Retirement Security, American Council of Life Insurers
Sponsored by: AARP Public Policy Institute
Panel Discussion 4: Public Policy Innovations
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Gregory J. Dean, General Counsel, Senate Health Education Labor and Pensions Committee
J. Mark Iwry, Senior Advisor to the Secretary and Deputy Assistant Secretary for Retirement and Health Policy, US Department of Treasury
Michele Varnhagen, Labor Policy Director, House Education and Workforce Committee
Debra Bailey Whitman, Staff Director, Senate Special Committee on Aging
Moderator: Brian H. Graff, Executive Director, Chief Executive Officer, ASPPA
Sponsored by: AARP Public Policy Institute