Capitol Forum: Dialogue with DOL on a National Retirement Income Policy

Slides and audio are now available. To view them, log in to your Academy member account.

ABOUT THIS WEBINAR

Ali Khawar, acting assistant secretary of the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) will be joining us for a discussion of EBSA’s current initiatives. He will have a dialogue with Academy representatives on concepts from the National Retirement Income Policy’s Issue Brief series published by the Academy’s Retirement System Assessment and Policy (RSAP) Committee.  These Issue Briefs cover topics such as portability, the degree of risk-sharing, the changing roles of employers and aligning plan design with employee engagement.  

About 45% of Americans do not have access to or participate in a workplace-sponsored retirement plan. In this webinar, attendees will learn about ideas and solutions that can be implemented by employers and policymakers to improve retirement security.

The Academy’s Capitol Forum series provides opportunities for actuaries from across all practice areas to learn about public policy topics from policymakers and other subject matter experts who are engaged in policy development and regulatory processes. It affords Academy members the opportunity to engage with those stakeholders to gain a unique perspective on issues of concern and interest to actuaries.

FEATURED SPEAKER

Ali Khawar was named Acting Assistant Secretary on March 25, 2021. Khawar was sworn in on January 20, 2021, as the Principal Deputy Assistant Secretary for the Employee Benefits Security Administration. He has extensive government experience and has previously served in a variety of roles at the Department, including as an EBSA investigator, in EBSA's Office of Enforcement, as EBSA's Chief of Staff in two Administrations, and as a Counselor to the 26th Secretary of Labor, Thomas E. Perez. Khawar has a bachelor's degree from the Johns Hopkins University and a law degree from Emory University School of Law.

ACADEMY SPEAKERS

The conversation will be moderated by Eric Keener,  MAAA, FSA, FCA, EA, the former chairperson of the RSAP Committee, and also feature Claire Wolkoff, MAAA, FSA, the current chairperson of the committee.

CONTINUING EDUCATION AND JBEA CPE CREDIT
The American Academy of Actuaries believes in good faith that attendance at this live webinar constitutes an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States, and that attendees may earn up to 1.2 organized continuing education (CE) credits for attending this live webinar.

We also believe in good faith that Enrolled Actuaries may earn up to 1.2 continuing professional education (CPE) non-core credits under the Joint Board for the Enrollment of Actuaries (JBEA) rules for attending this live webinar. However, the JBEA ultimately determines what constitutes core, non-core, ethics, or non-ethics continuing education and the number of CPE credit hours allocated to same for Enrolled Actuaries.

Please note recent updates to the process for requesting a Certificate of Attendance that were requested by the JBEA. Make sure to review these changes carefully to ensure you are eligible to request and receive your Certificate of Attendance for any Academy webinar.

• All EAs who want to receive a Certificate of Attendance must be registered either as an individual attendee or listed as part of a group registration and must submit their request within two business days of the event. You are still required to attest to your actual attendance for the full webinar in order to receive full JBEA credit.

GROUP REGISTRATION POLICY

While many people are working remotely, the Academy is offering group registrations to employers of our members. Please read our group registration policy carefully.

• The lead registrant must be an Academy member. You will receive one computer connection (link) to the webinar that will allow you to broadcast the live event to your remote attendees, who must be members of the same company, using a platform (Zoom, WebEx, etc.)* of your company’s choosing. Audio must be streamed via the web.
• Within one business day of the webinar, the lead registrant is responsible for submitting a list of attendees, using this template created for the event, to webinargroups@actuary.org. Failure to submit this list will result in you no longer being able to register your group for future webinars.
• For webinars offering CPE: Please note that any Enrolled Actuaries who plan to request and receive an individual JBEA CPE Certificate of Attendance must have their names on this list. The group registration template also includes a statement for the lead registrant to use to verify attendance for those names on the list.  This was requested by the JBEA in order to verify attendance for those requesting certificates. We will be unable to verify your attendance, as requested by the JBEA, if your name is not on this list. You must attend the entire webinar in order to receive full JBEA credit.

* The Academy does not take responsibility for ensuring the live webinar can be seen and heard through the registrant’s broadcasting platform. Group registration fees for the live webinar do not include access to the archive recording, except for Academy members who may access an archive of all Academy webinars in the members-only section of the Academy’s website.

Questions: For more information about this webinar, contact Gwen Pegram at webinarhelp@actuary.org