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Disability and Retirement Security: New Research and Next Steps

Bipartisan Policy Center
1225 Eye St. NW
Suite 1000
Washington, DC 20005
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Experiencing a disability is a life-changing event, affecting work, family, and finances, but too little attention has been given to the impact of disability on retirement security. The ongoing transition to defined contribution retirement plans has increased the urgency of this challenge. While many defined benefit pensions include features to address disability risk, these provisions are rare in 401(k) plans because they were not allowed until a recent regulatory change.

The Bipartisan Policy Center hosted an event to discuss new research from the Employee Benefit Research Institute on how retirement security is affected by disability, and what can be done to address this risk.

Keynote remarks by: 

Sen. Mark Warner (D-VA)

Opening remarks by:

Rick McKenney
President and Chief Executive Officer, Unum Group


Winthrop Cashdollar
Executive Director, Product Policy, America’s Health Insurance Plans

Lisa Ekman
Director of Government Affairs, National Organization of Social Security Claimants’ Representatives

Joshua Gotbaum
Guest Scholar, Economic Studies, Brookings Institution

Andrew Peterson
Senior Staff Fellow, Retirement Systems, Society of Actuaries

Jack VanDerhei
Research Director, Employee Benefit Research Institute

Aliya Wong
Executive Director, Retirement Policy, U.S. Chamber of Commerce


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