2023 Symposium:

Diversity, Inclusion, and Inequality:
Implications for Retirement Income Security and Policy

March 30-31, 2023

The 2023 Pension Research Council Symposium on Diversity, Inclusion, and Inequality: Implications for Retirement Income Security and Policy explores the determinants and dynamics of inequality in retirement income outcomes with an emphasis on inequality by race and ethnicity. Researchers will examine the role of housing wealth, pensions, and Social Security in reducing inequality. In addition, experts will evaluate inequality-mitigating effects of old-age public and private retirement saving programs policies. Although there has been a great deal of public emphasis on top 1% and 0.1% of wealth inequality, the conference aims to consider inequality for more representative people, excluding the highest wealth shares. Our March 30-31, 2023 Wharton conference is by invitation only and limited to members. Click here for more information about membership.

Conference Agenda

Please find the conference speakers’ bios here.

Thursday, March 30, 2023

Welcome and Introductory Remarks: Olivia S. Mitchell, Pension Research Council of the Wharton School at the University of Pennsylvania

Session I: Retirement Wealth Inequality

Moderator: Olivia S. Mitchell, The Wharton School

Discussant: Dubravka Ritter, Federal Reserve Bank of Philadelphia (slides available here)

Discussant: Luisa Blanco, Pepperdine University (slides available here)

Session II: The Roles of Social Security, Housing, and Expectations

Moderator: Shams Talib, Fidelity Investments

Discussant: Irena Dushi, Social Security Administration (slides available here)

Session III: Differential Access to Financial and Human Capital Markets

Moderator: William Darity, Duke University

Discussant: Damon Jones, University of Chicago (slides available here)

Evening Dinner and Keynote: “Diversity, Inclusion, and Inequity in Retirement Security”

China Gallery, University Museum, 3260 South Street

Moderator: Surya Kolluri, TIAA Institute
Introduction: Kenneth L. Shropshire, The Wharton School
Speaker: Erika James, Dean of the Wharton School (video available here)

Friday, March 31, 2023

Session IV: Policies to Narrow the Gaps

Moderator: P. Brett Hammond, Capital Group

Discussant: Peter Blair, Harvard University

Discussant: Timothy M. Smeeding, University of Wisconsin-Madison (slides available here)

Keynote: A Look Ahead: “How to Narrow Retirement Wealth Inequality”

Moderator: Nikolai Roussanov, The Wharton School

Speaker: Kerwin Charles, Dean of the Yale School of Management (video available here, slides available here)

Closing remarks: Olivia S. Mitchell, The Wharton School