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EBRI December 2002 Policy Forum #52

Will Today's Workers Retire With Adequate Income? And, How Are Today's Retirees Surviving From A Financial Perspective?

Policy Forum Agenda

Speaker Biographies

Background Materials

Policy Forum Presentations:

• Long-Term Care Insurance as a Retirement Income Security Product - Paul Yakoboski, American Council of Life Insurers
• Retirement Consumption: Insights from a Survey - John Ameriks, TIAA-CREF Institute
• Investment Advice for Today's Workers: Is It Working? - William Arnone, Ernst & Young LLP
• What Are the Income Replacement Ratios for Employees of Large Corporations? - Jerry Carnegie, Hewitt Associates
• Financing Health Care in Retirement - Deborah Chollet, Mathematica Policy Research, Inc.
• Who Has Pension Income? Characteristics of Retirees and Their Former Employers - Craig Copeland, Employee Benefit Research Institute
• Debt Burden of Retirees - Al Duarte, InCharge Institute of America & The Association of Independent Consumer Credit Counseling Agencies (AICCCA)
• Oregon's Aging Baby Boomers - Mark Gibson, State of Oregon Department of Health & Human Services
• The Increasing Debt Burden of Older Americans: Will It Undermine Their Retirement? - John Gist, AARP Public Policy Institute
• Discussion of Results of Oregon, Kansas and Massachusetts Studies - Dan Holmes, Fidelity Investments
• The Role of Investment Advice in Getting Today's Employees Ready for Retirement - Andrew Huddart, mPower
• U.S. Population Is Growing Steadily - Martha Farnsworth Riche, Farnsworth Riche & Associates
• State-Specific Income Adequacy Studies - Jack VanDerhei and Craig Copeland, Employee Benefit Research Institute

Publications:
April 2003 EBRI Notes - "Will Today's Workers Retire With Adequate Income? How Are Today's Retirees Surviving From a Financial Perspective?" - Executive Summary of the April 2003 EBRI Notes developed from materials presented at the December 5, 2002, policy forum.