The Pension Research Council
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2010 Symposium: Financial Literacy: Implications for Retirement Security and the Financial Marketplace
April 29-30, 2010

About the Conference

This event will provoke an energetic discussion between researchers, policymakers, and practitioners on enhanced financial literacy and its relationship to retirement security, the financial marketplace, and how it relates to financial market regulation. The goal of the conference is to inform policymakers, academics, actuaries, plan sponsors, and benefits specialists about what has been learned, and what remains to be done, to take advantage of the 'teachable moment' resulting from the financial crisis. Conference attendees will include academics, actuaries, plan sponsors, benefits specialists, and policymakers, as well as others.  The proposed research will be of substantial interest to the Wharton School, inasmuch as this analysis has important implications for the ways in which pension designers, fiduciaries, and policymakers should develop the future framework for financial education and retirement preparedness in public and private pension systems.

This conference was co-hosted by Annamaria Lusardi and Olivia S. Mitchell at The Wharton School.

Conference Agenda

Thursday, April 29, 2010

Keynote Speaker: Michelle Greene, US Department of the Treasury

Session I: Financial Literacy and Financial Decision Making

Luncheon Speaker: Annamaria Lusardi, Dartmouth College

Session II: Evaluating Financial Literacy Interventions

Friday, April 30, 2010

Session III: Shaping the Financial Literacy Environment

Session IV: Roundtable

Chair: Annamaria Lusardi, Dartmouth College; Jason Fichtner, Social Security Administration, James Lockhart, WL Ross & Company, Melissa Moye, Maryland State Treasury

For More Information

For more information, please contact:

Pension Research Council
The Wharton School, University of Pennsylvania
3000 Steinberg Hall - Dietrich Hall
Philadelphia, PA 19104-6302
Tel: 215.898.7620
Fax: 215.573-3418
Email: prc@wharton.upenn.edu