PROGRAM OUTLINE:
How do we get more people into employer sponsored retirement plans? This is a long standing strategic industry objective. In January 2017 California becomes the 8th state to launch a state solution with the California Secure Choice Retirement Plan.
The San Francisco Chapter of the WP&BC has organized a highly distinguished panel of industry advocates and leaders to discuss all aspects of this new program. Topics will include an overview of the three year implementation plan and the regulatory and legal challenges facing state sponsored plans. This is your opportunity to be a part of a valuable discussion where you can listen and learn, as well as have a dialogue with various entities that were directly involved with getting this program enacted.
We will also host a special social and networking opportunity as we enjoy a seasonal craft beer tasting from a local breweries in the Bay area.
*Orrick has graciously offered the meeting space and space may become limited. We encourage you to sign up early. For your convenience Orrick has parking available in the building. Please note the garage closes promptly at 7 p.m.
PANEL OF SPEAKERS:
Benjamin Travers, Executive Director-Pacific Northwest Region, J.P. Morgan Asset Management
David Morse, Parter, K&L Gates
Grant Boyken, Deputy State Treasurer, State of California
Nari Rhee, Ph.D., Manager of the Retirement Security Program, UC Berkeley Labor Center
AGENDA TOPICS:
Update on California Secure Choice Program- Grant Boyken, Deputy Treasurer at State of California
Mr. Grant Boyken is the Deputy Treasurer for Retirement Security & Healthcare at California State Treasurer's Office. He was the Executive Director of the Secure Choice Retirement Savings Investment Board. He holds a Master of Arts degree in sociology from the University of California, Davis, and a bachelor’s degree in psychology from the University of Wisconsin-Madison.
Coverage: The Nature of the Retirement Security Problem/Lack of Access to Workplace Savings Plans in California and the U.S. as a Whole- Nari Rhee, UC Berkeley Labor Center .
Nari Rhee, Ph.D., is Manager of the Retirement Security Program at the UC Berkeley Center for Labor Research and Education. Her current research focuses on the retirement crisis facing California and the U.S. in the context of declining pension coverage, and policies to improve the retirement income prospects of low- and middle-wage workers. Before returning to the Labor Center in November 2014, she served for two years as Manager of Research at the National Institute on Retirement Security. She formerly held appointments as a Postdoctoral Scholar, Visiting Scholar, and Associate Academic Specialist at the Labor Center. Dr. Rhee has written on a wide range of issues related to pensions and retirement security, including public pension reform, international pension systems, and retirement plan design. Her analysis of the retirement savings crisis and its racial dimensions has received broad media coverage and informed policy debates at the state and national levels. Dr. Rhee's previous work engaged a range of issues related to the economic security of low-wage workers, including care work, income inequality, housing affordability, uneven regional development, and labor-community coalition building. She earned a Ph.D. in Geography from UC Berkeley in 2007, an M.A. in Urban Planning from UCLA in 1998, and a B.A. in Anthropology from UC Santa Cruz in 1996.
Legal and Regulatory Challenges for State Retirement Initiatives- David Morse, K&L Gates
Mr. Morse advises clients concerning all aspects of compensation and benefits, including issues involving the cost-effective design, funding, investment, administration, termination and legal compliance of pension, 401(k), 403(b) and 457 plans, IRAs, and health and other welfare plans, employment contracts and executive compensation. Mr. Morse is actively involved in the legal and practical issues involving states’ efforts to establish retirement and savings programs for the private sector. In addition to advising several states on the creation of these programs (sometimes known as “Secure Choice”), he has spoken and written about the ERISA, tax and securities laws implications at the Georgetown University for Retirement Initiatives, National Conference on Public Employees Retirement Systems, National Association of State Treasurers and the Brookings Institute. Mr. Morse has published over 50 articles and a book on retirement plan issues. He has served as Editor-in-Chief of the Benefits Law Journal since 2002 and is a Fellow of the American College of Employee Benefits Counsel.
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