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Retirement (In)Security Summit: State and Local Governments Tackle Retirement Preparedness and Workforce Challenges
October 2, 2017
On October 2, 2017, SLGE held a Retirement (In)Security Summit in order to explore the implications of changing demographics, pension and health benefit trends and issues, and what strategies are effective in boosting retirement savings.
Welcome: Joshua Franzel, President and CEO, The Center for State and Local Government Excellence (SLGE)
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 and National Group, AARP [Download a PDF of Ms. Madrid-Davis’ presentation]
Introduction and Overview of the Changing Workforce: Joshua Franzel, President and CEO, SLGE [View related interview with Dr. Franzel]
Dialogue on Retirement Planning:
- Moderator: Elizabeth Kellar, Senior Fellow, SLGE
- 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 [Download a PDF of Mr. Cochran’s presentation; View related interview with Mr. Cochran]
- Lessons Learned: Al Tierney, retired police officer, Alexandria, VA
- The Role of Retirement Benefits in Recruiting, Retaining, and Retiring Employees: Michele Vineyard, Director of Human Resources, City of Roanoke, VA [Download a PDF of Ms. Vineyard’s presentation]
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) [Download a PDF of Mr. Brainard’s presentation; View related interview with Mr. Brainard]
Retiree Health Benefit Strategies:
- Moderator: Joshua Franzel, President and CEO, SLGE
- Bringing the Benefits of Group Medicare Advantage to Plan Sponsors & Retirees: Linda Jones, Vice-President of Client Management Public Sector, State & Complex Accounts, UnitedHealthcare Retiree Solutions [Download a PDF of Ms. Jones’ presentation]
- The Benefits of Group Medicare Advantage: Jane Gilbert, CPA, Director, Retiree Health Care, Kentucky Teachers’ Retirement System [Download a PDF of Ms. Gilbert’s presentation]
- Montgomery County Employee Retirement Plans: Linda Herman, Executive Director, Montgomery County (MD) Employee Retirement Plans [Download a PDF of Ms. Herman’s presentation]
Helping People Save – Strategies to Boost Retirement Income:
- Moderator: Robert Schultze, President and CEO, ICMA Retirement Corporation (ICMA-RC)
- Using Automatic Enrollment and Automatic Escalation to Increase Savings: Rob Wylie, Executive Director, South Dakota Retirement System [Download a PDF of Mr. Wylie’s presentation; View related interview with Mr. Wylie]
- State Leadership in Promoting Retirement Savings: Lisa Massena, CFA, Executive Director, OregonSaves [Download a PDF of Ms. Massena’s presentation; View related interview with Ms. Massena]
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