EBRI-ERF Policy Forums

EBRI-ERF holds a minimum of two policy forums per year. Their goal is to bring together a cross-section of EBRI sponsors, congressional and executive branch staff, benefit experts, and representatives from academia, interest groups, and labor to examine public policy issues. The forums are roundtable discussions featuring verbal and written exchange among speakers and participants.


  • December 11, 2014 -- Measured Matters
  • May 15, 2014 -- "Crisis" Management: Uncertainty and the Workplace
  • December 12, 2013 -- Employee Benefits: Today (2013), Tomorrow (+35), and Yesterday (-35)
  • May 9, 2013 -- Decisions, Decisions: Choices That Affect Retirement Income Adequacy
  • December 13, 2012 -- "Post" Script: What's Next for Employment-Based Health Benefits
  • May 10, 2012 -- "After" Math: The Impact and Influence of Incentives on Benefit Policy
  • December 15, 2011—Innovations in Employment-Based Health Benefits: Lessons Learned for Public Policy
  • May 12, 2011 Policy Forum -- Is There a Future for Retirement?
  • December 9, 2010 Policy Forum -- Innovations in Employment-Based Health Benefits

  • May 13, 2010 Policy Forum -- Retirement Income Adequacy: How Big Is the Gap and How Might the Market Respond?

  • December 10, 2009 Policy Forum -- Employers, Workers and the Future of Employment-Based Health Benefits

  • May 7, 2009 Policy Forum -- Decumulation/Retirement Income in Defined Contribution Plans
  • December 4, 2008 Policy Forum -- Outlook for Consumer/Patient Engagement in Health Care -- 30 Years Into the Experiment
  • May 8, 2008 Policy Forum -- Defined Contribution Plans in a Post-PPA Environment
  • December 6, 2007 Policy Forum -- The Future of Employment-Based Health Benefits: Will Employers Reach a Tipping Point?
  • May 3, 2007 Policy Forum -- The Impact of PPA, FASB, and GASB on Defined Benefit Pension Plans

  • December 7, 2006 Policy Forum -- Consumer-Driven Health Benefits, 2nd Annual EBRI/Commonwealth Fund Survey

  • December 8, 2005 Policy Forum -- Consumer-Driven Health Benefits
  • May 5, 2005 Policy Forum -- Retirement Income Security: A Look At Social Security, Employment-Based Retirement Plans and Health Savings Accounts (HSAs)
  • December 2, 2004 Policy Forum -- Controlling Costs and Improving Quality for Retirees: Can It Improve the Health System Overall?

  • May 6, 2004 Policy Forum -- ERISA At 30: The Decline of Private-Sector Defined Benefit Promises and Annuity Payments? What Will It Mean?
  • December 4, 2003 Policy Forum -- Assessing Future Retirement Security with the Results of the EBRI/ERF Retirement Security Projection Model
  • May 8, 2003 Policy Forum -- Will Wider Use Of Evidence-Based Medicine Significantly Enhance Health Care Quality And Affordability? Implications for Consumer-Driven Health Benefits
  • December 5, 2002 Policy Forum -- Will Today's Workers Retire With Adequate Income? And, How Are Today's Retirees Surviving From A Financial Perspective?

  • May 2, 2002 Policy Forum -- Consumer Driven Health Benefits: A Continuing Evolution?

  • December 6, 2001 Policy Forum -- The Ongoing Move to Defined Contribution and Individual Account Plans: Issues and Implications

  • May 3, 2001 Policy Forum -- Defined Contribution Health Benefits - The Next Evolution

    EBRI-ERF Policy Forums and Publications, 1979–2003