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OVERVIEW: the National Academy of Social Insurance and AARP hosted a day-long exploration of bold new ideas in Social Security policy. A diverse range of policy experts described and debated
their innovative ideas, many of which have never before been discussed in a public forum. Ideas presented include those selected in AARP’s Policy Innovation Challenge as well as other ideas
from retirement security experts. Policy Innovation Challenge: Social Security Adequacy and Solvency In 2016, AARP launched its Innovation Challenge to identify policy solutions to
strengthen Social Security. Learn more about these solutions by visiting: www.aarp.org/socialsecuritypolicy EVENT AGENDA WELCOME * WILLIAM J. ARNONE, CEO, National Academy of Social
Insurance SESSION 1: RETIREMENT SECURITY IN AN ERA OF INCREASING AND DISPARATE LONGEVITY * ANTHONY WEBB, The New School for Social Research, _“Catch-Up Contributions: A Voluntary, Equitable,
and Affordable Solution to the Retirement Savings Crisis”_ * OLIVIA S. MITCHELL, The Wharton School of the University of Pennsylvania,_ “Delayed Social Security Claiming: How to Enhance
Economic Security and Potentially Enhance System Solvency”_ * GARY KOENIG, Vice President, Financial Security, Public Policy Institute, AARP, _“Supplemental Transition Accounts for
Retirement”_ MODERATOR: MARK MILLER, Retirement Columnist, Reuters SESSION 2: IMPROVING BENEFITS FOR LOW-LIFETIME EARNERS * PAMELA HERD, Principal Investigator, Wisconsin Longitudinal
Study, University of Wisconsin Madison, “A Targeted Minimum Benefit Plan (MBP): A New Proposal to Reduce Poverty among the Elderly” * ELIZABETH JOHNS, Faculty Associate, Center on Aging,
University of Maine, _“A Revised Minimum Benefit Can Better Meet the Adequacy and Equity Standards in Social Security”_ * KENNETH COUCH, University of Connecticut, _“Adjust PIA Based on
Lifetime Earnings and Life Expectancy Trend”_ MODERATOR: JASON FICHTNER, Senior Research Fellow, Mercatus Center at George Mason University LUNCHEON KEYNOTE: PETER DIAMOND, Institute
Professor Emeritus, MIT, _“The Future of Social Security.”_ SESSION 3: PROVIDING RETIREMENT SECURITY TO CAREGIVERS AND TO WORKERS IN A CHANGING WORKFORCE * CHRISTIAN WELLER, Professor of
Public Policy, McCormack Graduate School of Policy and Global Studies, University of Massachusetts, Boston, _“Expanding Qualifying Credit Options for Social Security Benefits”_ * DEBRA
WHITMAN, EVP/Chief Public Policy Officer, AARP, _“Add Pre-Retirement Education Benefits into Social Security”_ MODERATOR: KILOLO KIJAKAZI, Institute Fellow, Urban Institute SESSION 4:
ENSURING ADEQUATE REVENUE FOR SOCIAL SECURITY * BENJAMIN W. VEGHTE, Vice President for Policy, National Academy of Social Insurance, _“Implications of Income Inequality for Social Security’s
Contribution and Benefit Base” _ * KEN BUFFIN, Director of Research, The Buffin Foundation, _“Strengthening and Sustaining Social Security Finances Using New Automatic Adjustments”_ * PETER
DIAMOND, Institute Professor Emeritus, MIT, _“The Estate Tax as an Alternative Revenue Source”_ MODERATOR: KATHRYN EDWARDS, Associate Economist, RAND Corporation WRAP UP * DEBRA WHITMAN,
Executive Vice President and Chief Public Policy Officer, AARP