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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:

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 presentationView 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:




October 2, 2017