Retirement (In)Security Summit: State and Local Governments Tackle Retirement Preparedness and Workforce Challenges

As the population ages, retirement security issues have become a growing concern for state and local governments. Not only do governments face challenges in funding their pensions and retiree health insurance programs, state and local leaders also see worrisome signs that their residents are not prepared for retirement. This summit will explore the implications of changing demographics, pension and health benefit trends and issues, and what strategies are effective in boosting retirement savings.

Register here to attend this free event!

Event Sponsors


12:00-1:00 pm
Boxed Lunches (sponsored by AARP)
12:30 pm
Welcome from The Center for State and Local Government Excellence (SLGE)
12:35 pm
Economic Challenges Facing Retirees and the Need for Greater Savings
Gerri Madrid-Davis, Director, Financial Security & Consumer Affairs State Advocacy & Strategy Integration (SASI) Government Affairs, State & National Group
12:45-1:00 pm
Introduction and Overview of the Changing Workforce
Joshua Franzel, Ph.D., President and CEO, SLGE
1:00-1:45 pm
Dialogue on Retirement Planning
Moderator: Elizabeth Kellar, Senior Fellow, SLGE
Three current and past public employees share their perspectives on retirement planning and lessons learned.

  1. Local Government Employee Describes Savings Challenges and Strategies
    Shane Cochran, Division Chief for Program Implementation, City of Alexandria (VA) Office of Housing and Chair of the Alexandria Supplemental Retirement Plan Board
  2. Lessons Learned
    Al Tierney, retired police officer, Alexandria, VA
  3. The Role of Retirement Benefits in Recruiting, Retaining, and Retiring Employees
    Michele Vineyard, Director of Human Resources, City of Roanoke, VA
1:45-2:15 pm
Changes to State and Local Government Retirement Plans and the Implications for New Hires
Keith Brainard, Research Director
National Association of State Retirement Administrators (NASRA)
2:15-2:30 pm
Networking Coffee Break
2:30-3:15 pm
Retiree Health Benefit Strategies
Moderator: Joshua Franzel, Ph.D., President and CEO, SLGE
Retirement confidence surveys find that most people have not planned or saved for medical expenses in retirement. And while more state and local governments are making efforts to prefund their retiree health benefits, virtually all governments are focused on ways to reduce costs and maintain quality benefits. This session will provide examples of state and local government strategies to provide sustainable and attractive retiree health care benefits while addressing rising costs.

  1. Linda Jones, Vice-President Client Management, Public Sector State & Complex,
    UnitedHealthcare Retiree Solutions
  2. Jane Gilbert, CPA, Director, Retiree Health Care
    Kentucky Teachers’ Retirement System
  3. Linda Herman, Executive Director, Montgomery County (MD) Employee Retirement Plans
3:15-3:30 pm
Networking Break
3:30-4:15 pm
Helping People Save – Strategies to Boost Retirement Income
Moderator: Robert Schultze, President and CEO, ICMA Retirement Corporation (ICMA-RC)

  1. Using Automatic Enrollment and Automatic Escalation to Increase Savings
    Rob Wylie, Executive Director, South Dakota Retirement System
  2. State Leadership in Promoting Retirement Savings
    Lisa Massena, CFA, Executive Director, OregonSaves

Register here to attend this free event!