2018 Symposium: The Disruptive Impact of FinTech on Retirement Systems, May 3-4, 2018

About the Conference

The 2018 PRC Symposium on The Disruptive Impact of FinTech on Retirement Systems explores how technological innovation is changing the retirement marketplace, insurance markets, and how plan sponsors help shape workers’ pension saving, investment, and decumulation plans.

Academics, policymakers, and industry leaders discuss how these innovative and often disruptive developments are altering the retirement space. Conference participants include plan sponsors, benefits specialists, actuaries, academics, regulators, and others working to design resilient pensions for the next decades.

Sign-in and a small continental breakfast will be from 8-9:00AM on Thursday and 8-8:30am on Friday of the conference on the 8th floor of Jon Huntsman Hall (3730 Walnut Street, Philadelphia, PA 19104).

Conference videos may be found here.

Conference Agenda

Thursday, May 3, 2018

Introductory Remarks: Olivia S. Mitchell, The Wharton School

Session I: Technology, Innovation, and the Retirement Marketplace
Moderator: Julia Coronado, Macropolicy Perspectives

Keynote Speaker: Paolo Sironi, IBM; “FinTech Innovation and Transformation”
Moderator: Surya Kolluri, Bank of America

Session II: Data Analytics, Insurance Underwriting, and Retirement Security
Moderator: Doug Chittenden, TIAA

Keynote Speaker: Eldar Shafir, Princeton University; “How Behavioral Science Can Inform Financial Decision-making”
Download Keynote Presentation
Moderator: Olivia S. Mitchell, The Wharton School


Friday, May 4, 2018

Session III: New Roles and Responsibilities for Plan Sponsors and Regulators
Moderator: Stacy Schaus, Pimco
Download Moderator Presentation

Session IV: Roundtable: The Future of Retirement Startups: Challenges and Opportunities
Moderator: Julie Agnew, College of William & Mary

Rhian Horgan, Kindur.com
Elizabeth Kelly, UnitedIncome.com
Debra Whitman, AARP
Kelli Keough, JP Morgan Chase

Closing remarks: Olivia S. Mitchell, The Wharton School