Thursday, February 11 | 2:00-3:00 p.m. ET

Join us for a conversation to explore the Public Service Retirement Fairness Act endorsed by NAGDCA which would amend IRC Section 403(b) to permit the inclusion of Collective Investment  Trusts (CITs). CITs enable 403(b) plan sponsors to provide a more robust array of investment options at lower costs, providing the potential for increased retirement asset growth for plan participants. Congressman Panetta (D-CA), who introduced the bipartisan Act, will share his thoughts with attendees via a recorded statement.

Moderator:

  • Matt Petersen, Executive Director, NAGDCA

Panelists:

  • Sandy Blair, Director of Retirement Readiness, CalSTRS
  • Angela Montez, Senior Vice President, General Counsel & Chief Legal Officer, ICMA-RC
  • Aron Szapiro, Head of Policy Research, Morningstar, Inc.