WISER’s 2021 iOme Challenge Forum

New Perspectives: An Intergenerational Discussion on Retirement Solutions
WISER’s Annual Forum featuring the iOme Challenge 

June 17, 2021

A virtual forum hosted by the Women’s for a Secure Retirement
with Tech Support from
Dimensional Fund Advisors 

AGENDA

Speaker Bios

Sponsors & Partners

WISER’s annual forum features the iOme Challenge winning team of college students who discussed their advisory paper based on the 2020/2021 Challenge question. This year’s winning team is from the University of Maryland, Baltimore County. Read the press release and winning essay by Heather Quach and Victor Li, both rising juniors at UMBC. A keynote speaker, panels of experts and congressional staff leaders also discussed current issues and legislative proposals.

Speaker Presentations:

Panel I – Changes in the Financial Industry: Key Areas
Warren Cormier, DCIIA Retirement Research Center: Behavioral Economics and Decision Making

Panel I – Lightning Round: Key Issues
Lisa Margeson, Bank of America: Young Adults Study, The Pandemic’s Perfect Storm
Cindy Hoes, Nationwide: The Financial Alliance for Racial Equity “FARE” Coalition (diversity & inclusion initiative)
John Scott, The Pew Charitable Trusts: Nontraditional workers and State auto-IRA programs

Panel III – Lightning Round: Improving the Retirement System
Catherine Reilly, Smart USA Co: Expanding Retirement Coverage (Auto IRAs and Saver’s Credit)
Spencer Williams, Retirement Clearinghouse: Auto Portability
Snezana Zlatar, TIAA: Student Loans

The iOme Challenge is a WISER program that encourages younger generations to consider the status quo thinking about the current retirement systems and propose new ideas and policy recommendations. Each year, teams from across the country respond to the iOme Challenge question in the form of a 5,000-word essay and compete for the $5,000 prize and the opportunity to present their ideas to experts and policymakers.

The Women’s Institute for a Secure Retirement and Dimensional Fund Advisors LP (“DFA”) are separate and unaffiliated entities. DFA is not a sponsor of the iOme Challenge.