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Rethinking Retirement Plans

Bipartisan Policy Center
1225 Eye Street NW
Suite 1000
Washington, DC 20005
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Many Americans will need some additional source of retirement savings to supplement Social Security. Only about half of private-sector workers participate in employer-sponsored retirement plans, and still many of them aren’t saving enough.

Could technology, new business models, and different plan designs help address this gap? What can regulators do to help expand access while maintaining participant protections? On October 21, the Bipartisan Policy Center (BPC) brought together private-sector innovators and federal officials who are trying to expand access and participation in workplace retirement plans to address these important and challenging issues.


Phyllis Borzi
Assistant Secretary of Labor, Employee Benefits Security Administration, Department of Labor

J. Mark Iwry
Senior Advisor to the Secretary and Deputy Assistant Secretary (Retirement and Health Policy), Department of the Treasury

Amy Ouellette
Senior Retirement Plan Manager, Betterment

David Ramirez
Co-Founder, Chief Investment Officer, ForUsAll

James Smith
Head of Workplace Strategy for North America, Morningstar and HelloWallet

Moderated by:

Bill Hoagland
Senior Vice President, BPC

Brian Collins
Senior Policy Analyst, BPC


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