January 29, 2014

    A free roundtable session at NASI’s 26th Annual Research Conference, Wednesday, January 29, 2014.

    To access PDF slides from this roundtable,
    click on the respective speaker’s name below.

    This event was a free roundtable session on Wednesday, January 29, 2014, Day 1 of NASI’s 26th annual research conference, Strengthening the Web of Financial and Retirement Security for Today’s Working Americans.

    Roundtable Summary: Millions of private sector employees lack access to payroll deduction retirement savings plans or pensions. Simple ways to build retirement savings to supplement Social Security benefits can save many people from lower retirement incomes and even poverty. With no action on the horizon in Washington, individual states are seeking to help millions of workers by exploring the creation of retirement savings plans for small business employees.

    Join us for a discussion that will update you on what’s currently happening in the states and explore the potential for state efforts to improve retirement security. This roundtable features State Senator Kevin de Leon, who has sponsored the California Secure Choice Retirement Savings Program. Other policy experts will expand on the question – how might other states set up their own retirement savings plans?


    • Spencer Cowan, Vice President, The Woodstock Institute: The Scope of Retirement Insecurity Among Illinois Workers
    • Nari Rhee, Manager of Research, National Institute on Retirement Security: California Workers Without Access to Retirement Savings Plans
    • John R. Burbank, Executive Director, Economic Opportunity Institute: Creating the “Save Toward a Retirement Today” (STaRT) retirement savings plan in Washington State
    • Debra Whitman, Executive Vice President, AARP: How the States Can Help to Build Retirement Security
    • State Sen. Kevin de Leon (invited), California State Senate: The California Secure Choice Retirement Savings Program
    • Moderator: David John, Senior Strategic Policy Advisor, AARP

    This roundtable was underwritten by AARP.

    Click here for descriptions of all roundtable sessions.