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3. Policy Forums

EBRI December 2003 Policy Forum #54

Assessing Future Retirement Security with the Results of the EBRI/ERF Retirement Security Projection Model

Policy Forum Agenda

Speaker Biographies

Policy Forum Presentations:

Introduction: Dallas Salisbury, EBRI

• Reasons for development of the model
• Areas that will be challenged if tomorrow's elderly have inadequate income
  

Projections of Future Retirement Income Adequacy:
Jack VanDerhei, Temple University and EBRI Fellow, and Craig Copeland, EBRI

• What if no policies change
• What if Social Security is reformed
• What if people access housing wealth in retirement

Retiree Health and Long-Term Care Expenditures: Changes Ahead?

• Medicaid (implications of proposed or potential changes in structure and financing): Diane Rowland, Kaiser Family Foundation
• Medicare (implications of proposed or potential changes in coverage and in Part B costs): Cathy Schoen, Commonwealth Fund
• Implications for state budgeting: George Naughton, Senior Analyst, Oregon
• Supplemental health coverage for retirees: Paul Fronstin, EBRI
• Long-term care (including long-term care insurance): Robert Friedland, Georgetown University, Center on an Aging Society

Policy Levers for Changing Retiree Well Being:

• Tax policy: J. Mark Iwry, Esq., Non-Resident Senior Fellow, The Brookings Institution
• Private-sector retirement benefits policy for large employers: Chris Bone, Aon Consulting
• Private-sector retirement benefits policy for small employers: Chris Bowman, Principal Financial Group
• Employment policies: Charles Tharp, Rutgers University
• Public-sector entitlements: Harriette Chandler, Massachusetts State Senate
• Insurance products: Nicholas Latrenta, MetLife
• Women's issues: Sheryl Ruzek, Temple University

Synthesis of the day's events: Dan Fox, Milbank Memorial Fund

Publication:

February 2004 EBRI Issue Brief: Americans' Future Retirement Security: Implications of the EBRI-ERF Retirement Security Projection Model