2015 ICI Retirement Summit:
Improving Retirement Outcomes Through Education and Innovation

With Americans increasingly managing their own retirement savings, the question of how to improve outcomes through education and innovation is one pondered by regulators, plan sponsors, and financial services providers. The retirement savings market has a long history of educating people about saving, turning savers into investors, and innovating to improve individuals’ experiences and outcomes.

The Investment Company Institute organized a one-day summit on April 8, 2015, where academics, industry experts, plan sponsors, and regulators shared their insights on the evolution of the retirement saver’s experience. The ICI Retirement Summit discussed “Improving Retirement Outcomes Through Education and Innovation” by providing the views of regulators, plan sponsors, and financial services providers on how to best help retirement plan participants get the information they need to prepare for a financially secure retirement. Industry participants also discussed the impact of innovations in plan design and the importance of choice architecture in guiding retirement plan participants to better outcomes during the accumulation, transition, and distribution phases.

The summit featured Annamaria Lusardi of the George Washington University School of Business as its morning keynote speaker, and Brigitte Madrian, from the Harvard Kennedy School at Harvard University, as its luncheon keynote speaker.

Program and Presentation Materials

Highlights from the Retirement Summit
April 10, 2015

Speaker Biographies

2015 ICI Retirement Summit Bios (pdf)
April 10, 2015

Social Media Highlights