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If you've got something to share - an event announcement, a product update, new research - please email me at pemberton@ebri.org, and we'll be happy to post it!

ASEC Partner Updates

PBGC 2017 ANNUAL REPORT
November 17, 2017. PBGC prvoides links to the recently released PBGC Fiscal Year 2017 Annual Report: Multiemployer Program Deficit Widens to $65.1B; Single-Employer Program Continues to Improve, Deficit Narrows to $10.9B; and FY 2017 PBGC Annual Report.

SUPPORTING CAREGIVERS IN THE WORKPLACE: A PRACTICAL GUIDE FOR EMPLOYERS
November 14, 2017. AARP and the Northeast Business Group on Health have partnered to create Supporting Caregivers in the Workplace: A Practical Guide for Employers - a toolkit to help employers understand the demands on employee caregivers and the tangible, bottom-line benefits to supporting them.

SEC WEBCAST ON TSP ACCOUNTS NEAR RETIREMENT
September 11, 2017. Your TSP Account - What to Think About When Nearing Retirement or Considering Leaving the Government -- Tuesday, October 3, 2017 - 2:00 pm to 4:00pm

EBSA WEBCASTS ON RETIREMENT PLANING AND WOMEN FINANCIAL SECURITY AND THE WORKPLACE
September 8, 2017. DOL EBSA Webcasts "What You Should Know About Your Retirement Plan", and "What Women Need to Know about Financial Security and the Workplace".

EBSA GFLEC ANNOUNCES NEW FINANCIAL LITERARCY RESEARCH AWARD.
September 7, 2017. GFLEC is pleased to announce a Financial Literacy Research Award for the best paper submitted for presentation at the 4th Cherry Blossom Financial Education Institute.

WISER SYMPOSIUM ON RETIREMENT SOLUTIONS FOR WOMEN ON SEPTEMBER 19.
September 2, 2017. WISER presents - The Gender Story: A Symposium on Retirement Solutions for Women on September 19, 2017

EBSA WEBCAST ON RETIREMENT PLANNING
August 2, 2017. EBSA presents information on making the most of your employer-provided retirement plan and checking if your retirement savings are on track.

GFLEC ANNOUNCES ANNAMARIA LUSARDI AS DIRECTOR OF ITALY'S NEW FINANCIAL EDUCATION COMMITTEE
July 24, 2017. Professor Lusardi was appointed by Italy’s Minister of Economy and Finance, Pier Carlo Padoan, as director of the newly established Financial Education Committee.

CFTC ANNOUNCES "TRUE FRUAD STORIES"
July 17, 2017. The CFTC video series features everyday Americans who have been victims of financial fraud. Sample materials to help spread the message that no one is safe from financial fraud are included in this post.

SFE&PD TENTH ANNUAL FINANCIAL LITERACY LEADERSHIP CONFERENCE & 10TH ANNIVERSARY CELEBRATION
June 27, 2017. The SFE&PD will host its Annual Financial Literacy Leadership Conference at the Hilton Alexandria Old Town Hotel. This year's theme is: "Financial Reality vs. Financial Behavior." Follow the link to register.

MUNICIPAL MARKET 101: FOLLOW A CITY AS IT FINANCES A NEW SCHOOL
June 8, 2017. Learn about the steps in the process of financing public projects through municipal bonds with the Municipal Market 101 gameboard from the Municipal Securities Rulemaking Board (MSRB).

WISER FORUM - JUNE 21, 2017: THE MILLENIAL PERSPECTIVE: AN INTERGENERATIONAL DISCUSSION ON RETIREMENT SOLUTIONS
June 7, 2017. This annual WISER forum will feature the iOme Challenge winning team of college students who will discuss their advisory paper in response to this year's challenge question.

FINRA CEO ADDRESS
June 1, 2017. FINRA's CEO will be delivering remarks at Georgetown on protecting investors from high-risk brokers on Monday, June 12.

CFPB'S PLANNING FOR RETIREMENT TOOL
May 17, 2017. CFPB's Planning for Retirement: Before You Claim tool. The tool gives a rough estimate of your benefit amount, but focuses on how your benefit amount is impacted based on the age you claim.

CFPB FINANCIAL EDUCATION EXCHANGE EVENT
May 16, 2017. Learn about tools and resources you can use, share your successes and challenges, and hear from others who work in financial education.

NDI REPORT ON THE FINANCIAL STATUS AND BEHAVIOR OF PEOPLE WITH DISABILITIES
April 24, 2017. The National Disability Institute will host an event at the National Press Club on April 25th to release a groundbreaking report on the banking status and financial behavior of adults with disabilities.

RACE AND FINANCIAL CAPABILITY IN AMERICA: UNDERSTANDING THE NATIVE AMERICAN EXPERIENCE
April 11, 2017. FINRA and First Nations Development Institute publish the nation's most comprehensive analysis of the financial capability of American Indian/Alaska Natives, including the financial behavior, attitudes and knowledge of Native people.

NATIONAL SOCIAL SECURITY MONTH
April 11, 2017. Social Security Launches First "National Social Security Month" in April.

OPERATION HOPE LIVESTREAM EVENT
April 10, 2017. Come by the Operation HOPE Inside SunTrust NW DC office Wednesday, April 12th for our premiere live streaming event of the first ever digital forum on Silver Rights and financial literacy.

FSR PANEL DISCUSSION ON WHY MEDIA MATTERS IN FINANCIAL LITERACY
April 7, 2017. Join the Financial Services Rountable in recognition of National Financial Literacy Month and learn how FSR members are using various media in their financial literacy programs..

SUZIE ORMAN TO SPEAK DURING NATIONAL SOCIAL SECURITY MONTH
March 22, 2017. The SSA presents a national conference call with personal finance expert Suze Orman as she shares her tips on communicating with the public about financial literacy and discusses the importance of Social Security to every person's financial plan. Wednesday, April 19 from 2:00 - 3:00 p.m. ET.

2017 FINRA FOUNDATION MILITARY SPOUSE FELLOWSHIP
February 28, 2017. Applications for the 2017 FINRA Investor Education Foundation Military Spouse Fellowship Program open March 1. The program provides up to 50 military spouses with the education necessary to earn the AFC (Accredited Financial Counselor) certification and enter the financial counseling career field.

AII MEETING FEATURING SPEAKER BOB PUGH: REGISTRATION AND LOGISTICS
February 9, 2017. AAII Washington DC Metro Chapter presents "Creating a Fixed-Income Safety Net For Your Portfolio" on February 18, 2017.

PROMOTE GOOD SAVINGS BEHAVIOR BY PARTICIPATING IN AMERICA SAVES WEEK 2017!
January 5, 2017. America Saves provides links to materials to help support America Saves Week from February 27 - March 4, 2017.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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