May 26, 2021
David Morse, Partner, K&L Gates, provides an overview of how ERISA and the tax code apply to IRAs, 401(k)s and MEPs and what it means for state-facilitated retirement savings programs. See recent CRI related
Mar 30, 2021
Michael Kreps, Principal, Groom Law Group, reviews how the COVID-19 pandemic has affected retirement savings for public and private sector retirement systems, the implementation of the SECURE Act to date, and the prospects for additional legislative and regulatory reform in 2021 and beyond with President Biden...
Feb 24, 2021
VA529 CEO Mary Morris discusses the nature of the retirement savings challenge facing private sector workers in Virginia; the work of the 2020 retirement study lead by VA529 and the feedback received; why the study report recommended an auto-IRA program; and some key program features reflected in their recommendations,...
Dec 16, 2020
In this audio replay of CRI's December 15, 2020 webinar, CRI's Executive Director Angela Antonelli and Ethan Connor-Ross, Senior Vice President at Econsult Solutions, Inc. (ESI) discuss the CRI's latest research prepared in collaboration with ESI which evaluates options for providing national universal retirement...
Oct 30, 2020
California Treasurer Fiona Ma, Chair of the CalSavers Retirement Savings Board and Katie Selenski, Executive Director of CalSavers, discuss the history and goals of the program; its current design and launch, which like so much has been affected by the current COVID pandemic; and some lessons learned.