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ASEC Fall 2007 Partners' Meeting: Oct. 24, 2007


Fall 2007 Partners Meeting Agenda

American Savings Education Council (ASEC)

Wednesday, October 24, 2007 8:30 a.m. – 12:30 p.m.

U.S. Securities and Exchange Commission

100 F Street NE Washington, DC 20549

I. Welcome and Introductions – Dallas Salisbury, Employee Benefit Research Institute (EBRI)

II. ASEC Chairman’s Update – Dallas Salisbury, Employee Benefit Research Institute (EBRI)

III. Health Confidence Survey (HCS) Release - Paul Fronstin

IV. A Brief Overview of the Ballpark E$timate® Monte Carlo, Jack Vanderhei, Temple University, EBRI Fellow

V. Choose to Save Update – Ken McDonnell, Employee Benefit Research Institute (EBRI)

VI. America Saves Week – Steve Brobeck, Consumer Federation of America

VII. Auto-Enrollment and Auto Increase Impact on Retirement Preparation – Jack Towarnicky, Nationwide and Brad Klink, Aon Consultants

VIII. Presentation and Discussion: AARP, FINRA and the Retirement Security Project – Jean Setzfand, AARP -- AARP, FINRA, and the Retirement Security Project (RSP) are working on a effort to promote automatic 401(k)s among employers that do not already have them.

IX. American Dream Study – Bill Raczko, MetLife

X. Summary Report Financial Literacy Survey Ken Gaalswyk, Princeton Survey Research Associates International

XI. White House Initiative – Dan Iannicola, Treasury Department

XII. Partner Announcements

Adjournment by 12:30 pm

NOTE: The 2008 ASEC Partners’ meetings are scheduled for Wednesday, April 16, 2008 Wednesday, October 22, 2008


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