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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.
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 Thomas 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, 2005 - present.
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.
AARP, Washington, DC. Under contract to extend study of the prevalence of pension plans with benefits integrated with Social Security and to estimate the effects of proposed Social Security changes on plan participants, 2002 - present.
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, 2000 - present.
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.
RECENT PUBLICATIONS
"The U.K. Child Trust Fund: Early Results" (with the Institute for Public Policy Research, London, England). Washington, DC: The Aspen Institute, Initiative on Financial Security, 2007.
"Putting Annuities Back Into Savings Plans." Chapter 8 in Employee Pensions: Policies, Problems & Possibilities (Teresa Ghilarducci and Christian E. Weller, Eds.). Champaign, IL:University of Illinois at Urbana-Champaign, Labor and Employment Relations Association Series, 2007.
"The Case for Child Accounts." Washington, DC: The Aspen Institute, Initiative on Financial Security, 2007.
"Savings For Life: A Pathway to Financial Security for All Americans." Washington, DC: The Aspen Institute, Initiative on Financial Security, 2007.
"Households ‘at Risk’: A Closer Look at the Bottom Third" (with Alicia H. Munnell, Francesca Golub-Sass and Anthony Webb). Issue in Brief, Number 2007-2. Boston, MA: Boston College, Center for Retirement Research, 2007.
"An Update on Pension Coverage" (with Alicia H. Munnell). Issue in Brief, Number 50. Boston, MA: Boston College, Center for Retirement Research, 2006.
"Towards a Sensible System for Saving." Washington, DC: The Aspen Institute, Initiative on Financial Security, 2006.
"Building a Savings Society: Can Tax Reform Help All Americans?"(with Elena Chavez). Washington, DC: The Aspen Institute, Initiative on Financial Security, 2006.
"Reinventing Retirement." Employee Rights and Employment Policy Journal, Volume 10, Number 2. Chicago, IL: Chicago-Kent College of Law and Illinois Institute of Technology, 2006.
"FAQs about Employees and Employee Benefits." Prepared for the Georgetown University Workplace Flexibility 2010 Project, 2005.
"From Fiduciary to Facilitator: Employers and Defined Contribution Plans" (with C. Eugene Steuerle) in William G. Gale, John B. Shoven, and Mark J. Warshawsky (eds.), The Evolving Pension System: Trends, Effects and Proposals for Reform, Washington, DC: The Brookings Institution, 2006.
"Reality Testing for Pension Reform" (with C. Eugene Steuerle), in Olivia S. Mitchell and Robert L. Clark (eds.), Reinventing the Retirement Paradigm, Philadelphia, PA: University of Pennsylvania Press, the Pension Research Council, 2005.
MEMBERSHIPS
Fellow, Employee Benefit Research Institute.
Member, Advisory Board, Graduate Employee Benefits Program, Center for Tax Law and Benefits, The John Marshall Law School, Chicago, IL
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 | 10/08/08 05:47 GMT
Modified: Sun, 20 Jan 2008 17:01:37 GMT
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