Special Webinar Series

In an effort to keep retirement leaders informed on a range of retirement issues, we are hosting a series of webinars with timely, relevant information.

**Please note that webinar replays regarding NIRS research reports can be found on each report’s research page.

Upcoming Webinars

Stay tuned for more webinars coming soon!

Past Webinars

  • Thursday, April 9, 2020, at 2:00 PM ET | Listen/watch a webinar replay and review the presentation of a session with Ronald Temple, Managing Director and Co-Head of Multi-Asset and Head of US Equity, with Lazard Asset Management. He discussed the economic and market implications of the COVID-19 pandemic. and key issues facing investors as we navigate this unprecedented public health and economic crisis.
  • Thursday, April 16, 2020, at 1:00 PM ET |  Listen/watch a webinar replay and review the presentation with Jim McDonald, chief investment strategist, and Erick Noensie, Ph.D., senior healtcare analyst, with Northern Trust Asset Management on the coronavirus and market volatility. Market fluctuations are triggering key questions for investors about the progression of coronavirus, portfolio re-balancing, growth considerations, interest rates and market risks.
  • Tuesday, April 21, 2020, at 12:00 PM ET | Listen/watch a webinar replay and review the presentation by Aon on recent research, The Real Deal: Measuring Retirement Income Adequacy. This research offers insight into the overall retirement readiness of U.S. workers and provides a benchmark for employers as they measure the effectiveness and sufficiency of their programs, an issue that is garnering increased attention during the COVID-19 economic crisis. During the session, we will discussed the resources that are needed to generate a secure retirement and how these targets are changing over time.
  • Wednesday, May 20, 2020, at 2:00 PM ET | Listen/watch a webinar replay and review a presentation about progress on state sponsored retirement savings plans in Illinois and California. Many states are setting up these plans to establish retirement accounts for workers without employer plans to improve retirement readiness. During the session, you will learn about progress with the roll-out of these innovative retirement plans and hear about the process for starting a state-wide retirement savings program.
  • Thursday, May 28, 2020, at 2:00 PM ET | Listen/watch a webinar replay and review a presentation by experts from the Federal Reserve Bank of St. Louis. They present and discuss various studies—some reflecting the effect of the pandemic—related to overall household financial stability and retirement security. Who was thriving and struggling before the pandemic? Which families will have economic resilience during the pandemic, and which will not? Are particular demographic groups more at risk than others? What are some paths forward? Participants will also have an opportunity to ask questions and engage with the experts.
  • Wednesday, June 3, 2020, at 11:00 AM ET | Listen/watch a webinar replay and review a presentation by experts from Baillie Gifford with an update on COVID-19 and learnings from other countries’ responses. The session also provided an update on the current economic situation, the impact on financial markets, and the current investment environment.
  • Monday, July 20, 2020, at 2:00 PM ET | Listen/watch a webinar replay and review a presentation by experts with Callan on how the environment has changed for the capital markets given COVID-19, and how capital market assumptions may change looking forward. The session also explored how these changes feed through to the investment advice provided on portfolio design and return and risk expectations.
  • Wednesday, July 22, 2020, at 2:00 PM ET | Listen/watch a webinar replay and review a presentation by experts from the National Academy of Social Insurance on the importance of social insurance programs to address the current pandemic and recession. The current crisis has exposed weaknesses in protections for working families, and retirement savings often are used to fill gaps in protections. The discussion highlights the role of social insurance in building a stronger society and fairer future.
  • Tuesday, July 28, 2020, at 3:00 PM ET | Listen/watch a webinar replay and review a presentation on how institutional investors can capitalize on the yield of alternatives by focusing on the idiosyncratic risks that drive returns. This approach allows investors to stitch together multi-asset portfolios in a more efficient, coherent way. Nathan Shetty with Nuveen discussed why a risk factor-based approach works well for alternative asset classes; how to capitalize on the yield and diversification benefits of alternatives; and how institutional investors can leverage the factor-based approach for multi-asset portfolio construction.
  • Wednesday, August 12, 2020, at 2:00 PM ET  | Listen/watch a webinar replay and review a presentation of a new report, Retirement Security and Financial Decision Making, available here. Conducted by the Consumer Financial Protection Bureau, the research finds that nearly half of Americans who retired between 1992 and 2014 did not have the ability to maintain the same spending level for five years following retirement. During the session, attendees heard about the findings, which indicate that certain financial decisions may enhance or diminish retirees’ ability to maintain the same level of spending level. For example, for homeowners, entering retirement without mortgage debt, for those with a pension, choosing a monthly annuity rather than in a lump-sum payout, are positively associated with retirees’ ability to maintain the same spending level for five years.
  • Friday, August 14, 2020, at 2:00 PM ET  | Listen/watch a webinar replay and review a presentation that offers and discussion with actuarial experts of the potential impacts of COVID-19 on teachers and their plans for retirement. With schools announcing re-opening plans amid rising COVID-19 cases, how will teachers react to the uncertainty about returning to the classroom? Will we see an increase or reduction in retirements stemming from in-person or virtual learning environments? What should states and school districts know as they set a course for the 2020-21 school year? The expert panel examines how the potential of COVID-19 on classrooms and pensions at a time when the nation already is facing a shortage of teachers.
  • Wednesday, August 19, 2020, at 2:00 PM ET | Public sector retirement systems are facing market volatility stemming from the COVID-19 pandemic. Listen to a webinar replay* and review the introductory slides from a session with three retirement systems directors, along with a review of previous research that examines financial downturns, Lessons From Well-Funded Public Pensions. Attendees heard an update on the retirement systems amid this latest economic crisis, as well as a discussion of how this health-driven COVID-19 crisis is impacting retirement plans as compared to the housing-driven financial crisis. We also revisited key elements of public sector defined benefit pension plans detailed in the report(*Please note that due to technical difficulties, the speaker video was not captured in the recording, but audio recording of the presentation is available.)
  • Monday, November 16, 2020, at 2:00 PM EST  | Listen/watch a webinar replay and review a presentation of this webinar with experts discussing recent and proposed changes to actuarial standards that will impact the pension liability and risk measures that we will see in the future. Attendees learned what changes are coming, and panelists weighed in on the types of information they see as useful for bringing about better decision making. Speakers included Flick Fornia, Pension Trustee Advisors, Joe Newton, Gabriel Roeder Smith and Company, and Todd Tauzer, Segal.
  • Wednesday, November 18, 2020, at 2:00 PM EST | Listen/watch a webinar replay of a discussion of the future of healthcare, retirement and other social insurance programs with Jacob S. Hacker, Ph.D., who serves on the NIRS Academic Advisory Board. Dr. Hacker is Director of the Institution for Social and Policy Studies and the Stanley B. Resor Professor of Political Science at Yale University. He shares his thoughts on the results of the recent election and what he sees as the key dynamics of the policy agenda relating to healthcare and retirement in 2021 and beyond.
  • Thursday, January 21, 2021, at 2:00 PM ET | Listen/watch a webinar replay of this session and download a presentation, The Outlook for State Budgets in 2021 and Beyond. The COVID-19 pandemic and recession have severely impacted state government budgets through a combination of increased costs and decreased revenues. As state legislatures convene for their 2021 sessions, Wes Tharpe, deputy director of state policy research at the Center on Budget and Policy Priorities, provided insight on the road ahead for state budgets. He also shared insights and expertise on the long-term impacts and short-term consequences.
  • Wednesday, January 27, 2021, at 2:00 PM ET | Listen/watch a webinar replay and download a presentation, Gig Economy Workers & Retirement Security. More than a quarter of the workforce  participates in the gig economy, which includes self-employed consultants, freelancers and contractors, plus temporary and on-call workers. While these non-traditional forms of work provide  an appealing career path for many, it typically doesn’t come with a retirement plan. Experts from the Aspen Institute, Karen Andres and Shelly Steward, discussed the retirement challenges facing gig economy workers and how to  improve the retirement outlook for these contingent workers, such as through state-facilitated retirement savings plans.
  • Wednesday, March 24, 2021, at 2:0 PM ET | Listen/watch a webinar reply and download a presentation, The State & Local Workforce: Employee Sentiment & Employment Outlook. During the webinar, attendees will heard about a new report, Update on Public Sector Employee Views on Finances and Employment Outlook Due to COVID-19: May vs. October 2020. The session also provided a review of a related report, K-12 Public School Employee Views on Finances, Employment Outlook, and Safety Concerns Due to COVID-19. Speakers included Joshua Franzel, managing director, and Rivka Liss-Levinson, senior research manager, with the Center for State and Local Government Excellence at ICMA-RC.
  • Wednesday, July 14, 2021, at 2:00 PM ET | Listen/watch a webinar replay and download a presentation, Costs Matter: How costs impact the performance of the worlds’ largest institutional investors. The importance of investment costs in shaping the long-term performance of institutional investor portfolios is a topic receiving increased attention by boards, management, regulators, politicians, and the public at large. While short term differences in performance can be dominated by how heavily invested one is in an asset class de jour, over longer-term periods, costs really do matter. During this webinar, Dr. A.D. Beath from CEM Benchmarking discussed how the importance of investment cost relative to alpha generation from manager selection in determining short- and long-term performance using real, unbiased data provided by large, global Institutional Investors for the past 25+ years.
  • Wednesday, August 4, 2021, at 2:00 PM ET | Listen/watch a webinar replay and download a presentation, Lessons From Abroad: What the U.S. Can Learn From Other Countries About Accessible Long-Term Care. The U.S. lacks a universal long-term care program, and Medicaid has become the largest single payer of long-term care costs in the U.S. Meanwhile, individual states like Washington are pursuing innovative social insurance approaches to providing affordable and accessible long-term care. Other countries have had universal long-term care programs for decades, and these programs offer many lessons for policymakers, advocates, and researchers. The webinar features Benjamin Veghte, author of a new issue brief, Designing Universal Long-Term Services and Supports Programs: Lessons from Germany and Other Countries. Veghte also directs the WA Cares Fund, the state’s long-term care social insurance program. He offers insights into the approaches taken by other countries, as well as his experience establishing a universal long-term care program in the U.S.
  • Wednesday, September 22, 2021, at 2:00 PM ET | Listen/watch a webinar replay and download a presentation, Building Safeguards into Pension Obligation Bonds. With borrowing costs reaching extraordinarily low levels throughout the pandemic, Pension Obligation Bonds (POBs) are drawing increasing attention. However, POBs are a tool that carry risks, as well as potential rewards. During this webinar, Becky Sielman, Milliman Principal and Consulting Actuary, discussed the risks and rewards of POBs. She also discussed a case study, “Pension Obligation Bonds: How One Town Quantified and Mitigated the Risks.” This case study outlines the process one town used to assess the associated risks and rewards of POBs and the measures put in place as part of the POB bond package to reduce those risks.
  • Wednesday, November 17, 2022  at 2:00 PM ET |  Listen/watch a webinar replay and download a presentation about the differences in life expectancy between defined benefit pension pension plan participants and the U.S. population as a whole. Recent improvements in life expectancy have not been shared equally across society, and socioeconomic status is a key driver in mortality expectations. According to research from Club Vita, pension plan participants have a noticeably longer life expectancy than the U.S. population, along with a faster rate of longevity improvements. These differences raise questions regarding whether these varied experiences should be considered when actuaries are modeling mortality rates for pension plans.