Retirement Security

Secure Choice Symposium

Watch the Retirement Savings Symposium

Morning Sessions (10 a.m. - 12 noon)

Lunch Keynote (12 noon - 1:15 p.m.)

Afternoon Sessions (1:15 p.m. - 4 p.m.)

Powerpoint Presentations

AON Hewitt

 

BlackRock

Franklin Templeton

 

NEST TCS

Prudential Secure Choice

 

The Online 401(k)

TIAA CREF    

Investment firms managing trillions of dollars in assets will offer retirement plan design options for CA’s Historic Secure Choice Program

View live online here, Thursday, March 27th 10 a.m. - 4 p.m.

Download a flyer.

View the agenda.

For more information call (916) 651-4022

PANELISTS

Moderated by UCLA behavioral economist Shlomo Benartzi, Professor and Co-Chair of the Behavioral Decision-Making Group

This panel of economists and experts in finance and retirement security will ask questions of the presenters:

Ivo Welch
Director of the Fink Center for Finance and Investments, UCLA Anderson School of Management

John Payne
Deputy Dean, Fuqua School of Business, Duke University

Diane Oakley
Executive Director, National Institute on Retirement Security (NIRS)

Arie Kapteyn
Founding Director of the USC Dornsife Center for Economic and Social Research, University of Southern California

Fernando Torres-Gil
Director of the Center for Policy Research on Aging, UCLA Luskin School of Public Affairs

Craig Fox
Chair in Management, UCLA Anderson School of Management

Download a pdf of panelists.

PRESENTERS

Aon Hewitt

  • Alison Borland, Vice President, Retirement Solutions and Strategies

BlackRock

  • Chip Castille, Managing Director, Head of US Retirement Group

Franklin Templeton

  • Drew Carrington, Senior Vice President, Head of Defined Contribution

Prudential

  • Bennett Kleinberg, Vice President, IIS Innovation, Prudential Retirement

State Street Global Advisors

  • Kristi Mitchem, Executive Vice President and Head of the Americas Institutional Client Group
  • Sonya Park, Vice President, Senior Relationship Manager

TIAA-CREF

  • Timothy Lane, Managing Director, Government Market, TIAA-CREF Financial Services

The Online 401(k)

  • Craig Howell, Director of Business Development
  • Andrew Meadows, Brand Ambassador

California Secure Choice Symposium Flyer

 

Watch the Symposium

Download the flyer

 

For more information on the California Secure Choice Retirement Savings Program, which was enacted in 2012 by Senate Bill 1234 and authored by Senate President pro Tempore Kevin de León, please click here.