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EDUCATION
J.D. Boalt Hall School of Law, University of California, Berkeley, 3rd year at
Harvard Law School.
Ph.D. Developmental Psychology (Adult Development and Aging),
University of Chicago.
M.A. Social Sciences, University of Chicago.
B.A. History, Wellesley College, named a Wellesley College Scholar.
AFFILIATIONS
Policy Director, Aspen Institute, Initiative on Financial Security.
Affiliated Scholar, Urban Institute.
Senior Policy Fellow, Federal Legislation Clinic, Georgetown University.
Fellow, Employee Benefits Research Institute.
PUBLIC POLICY EXPERIENCE
U.S. House of Representatives, Committee on Education and Labor, Subcommittee on Health, Education, Labor, and Pensions, Hearing on "Securing Retirement Coverage for Future Generations." Testified on the benefits of the "America’s IRA" proposal of the Aspen Institute Initiative on Financial Security for increasing pension coverage, 2007.
U.S. Senate, Office of Senator Christopher Dodd, Briefing on "The Case for Child Accounts." Speaker on the benefits of the "Child Accounts" proposal of the Aspen Institute Initiative on Financial Security for increasing national and personal saving, 2007.
2006 National Summit on Retirement Savings, Department of Labor, Washington, DC. Delegate to the National Summit and participant in the work group focused on workers nearing retirement, 2006.
CURRENT PROJECTS
Aspen Institute, Initiative on Financial Security, New York. Policy Director, projects include developing savings products appropriate for different stages of the life course.
Georgetown University Law Center, Workplace Flexibility 2010, Washington, DC. Consultant on benefits law issues for a Sloan Foundation project to create a comprehensive national policy on flexible work options.
Social Science Research Network. Editor, Journal of Employee Benefits, Compensation and Pension Law Abstracts, a bi-weekly electronic journal on the full spectrum of employee benefits - healthcare, pension and savings arrangements, cash and equity compensation, and Social Security - both in the U.S. and abroad, available at www.planetnow.com/journal.
Urban Institute, Washington, DC. Consultant on pension policy projects, 1999 - present. Proposed new models for the private pension system, including reforms of ERISA and tax law, and revised fiduciary roles and pension regulatory structures for employers and the financial services industry. Examined the legal issues inhibiting the development of phased retirement programs to encourage longer work in an aging society. Analyzed proposed new retirement savings vehicles and new tax rules to expand savings opportunities within the private pension system. Also evaluated the changing role of stock-based compensation arrangements, including employee stock option plans, and the property rights associated with personal accounts in Social Security.
MEMBERSHIPS
Member, Committee on Post-Retirement Needs and Risks, Society of Actuaries
Member, National Academy of Social Insurance, Washington, DC
Member, Massachusetts, California, District of Columbia Bars
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http://planetnow.com/p/53.html | 03/11/10 14:28 GMT
Modified: Mon, 08 Jun 2009 11:27:00 GMT
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Amazon
Allen, Melone et al.,
Pension Planning: Pensions, Profit-Sharing and Other Deferred Compensation Plans
more books
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