Participants
Welcome
Jason Fichtner
Acting Deputy Commissioner of Social Security, Social Security Administration
Financial Literacy, Planning and Retirement Saving
Principal, Retirement Security Project
Nonresident Senior Fellow, Economic Studies
Julie Agnew
Assistant Professor of Finance and Economics
The Mason School of Business, The College of William and Mary
Annamaria Lusardi
Professor of Economics, Dartmouth College
Olivia Mitchell
Executive Director, Pension Research Council Director, Boettner Center for Pensions and Retirement Research, The Wharton School
Robert Willis
Professor of Economics, University of Michigan
Discussant: David Certner
Director, Legislative Policy, Government Relations and Advocacy, AARP
Financial Illiteracy and Retirement Expectations: Prospects for Longevity, Decumulation and Health
Chair: Olivia Mitchell
Executive Director, Pension Research Council Director, Boettner Center for Pensions and Retirement Research, The Wharton School
Michael Hurd
Director, Center for the Study of Aging, RAND Corporation
Erzo F.P. Luttmer
Associate Professor, Harvard Kennedy School
Nick Maynard
Director of Innovation and New Product Development, D2D Fund
Discussant: Andrew Biggs
Resident Scholar, American Enterprise Institute
Keynote Address
The Honorable Michael Astrue
Commissioner, Social Security Administration
Lunch and Roundtable Discussion of Agency Initiatives
Chair: Jason Fichtner
Acting Deputy Commissioner of Social Security Social Security Administration
Ted Beck
President and CEO, National Endowment for Financial Literacy
Dubis Correal
Director, Office of Financial Education Department of the Treasury
John Gannon
Senior Vice President, Office of Investor Education, Financial Industry Regulatory Authority
Debra Golding
Deputy Director For Education & Outreach
Department of Labor Office of Participant Assistance
Jeanne Hogarth
Program Manager, Consumer Education and Research Section Division of Consumer and Community Affairs, The Federal Reserve Board
Kristi Kaepplein
Director of the Office of Investor Education and Advocacy, Securities and Exchange Commission
Alternate Approaches to Financial Literacy
Chair: Robert Clark
Professor, Department of Economics Management, Innovation and Entrepreneurship, North Carolina State University
Shawn Cole
Assistant Professor of Business Administration, Harvard Business School
David John
Principal, The Retirement Security Project Senior Research Fellow, The Heritage Foundation
Principal, Retirement Security Project
Nonresident Senior Fellow, Economic Studies
Brigitte Madrian
Aetna Professor of Public Policy and Corporate Management, Harvard Kennedy School
Discussant: John Phillips
Chief, Population and Social Processes Branch, National Institute on Aging
Marching Orders for Research and Policy
Chair: Annamaria Lusardi
Professor of Economics, Dartmouth College
Angela Hung
Economist, RAND Corporation
Sheryl Garrett
Founder, Garrett Planning Network
Mike Staten
Director, Take Charge America Institute for Consumer Financial Education and Research
Director, The Retirement Security Project
Vice President and Director, Economic Studies
Closing Remarks
John Laitner
Professor, Department of Economics, The University of Michigan