2026 EBRI-Milken Institute Retirement Symposium (Full Day)

Value of the Information & Strength of the Argument

The video provides valuable insights into the current retirement landscape, backed by data from EBRI and other research. The discussion on the K-shaped economy and the impact of debt on savings is well-argued, with references to specific studies. The argumentation is solid, as it relies on expert opinions and research findings, though some points are speculative about future policy outcomes.

Scientific Rigor, Source Quality, Title Accuracy

The symposium maintains a high level of scientific rigor, with speakers citing research from EBRI, Vanguard, and other institutions. The sources are credible and relevant. The title accurately reflects the content, and the event is well-structured. The presence of a live audience and press indicates transparency, and the sessions are on the record.

The title accurately reflects the content: a full-day symposium on retirement topics, co-hosted by EBRI and Milken Institute.

8/10

The symposium features high-ranking thought leaders from the retirement industry, including experts from EBRI, Milken Institute, CNBC, and Fidelity, discussing research and policy. The content is based on established research and expert opinions, with a nonpartisan approach. However, it is a discussion forum, not a peer-reviewed study, and some claims are forward-looking.

Markers derived by PSI from the transcript: the creator did not define chapters.

• 00:00Opening remarks by Barb Marder (EBRI) and Cheryl Evans (Milken Institute)
• 10:00Fireside chat with Stephanie Dhue (CNBC) and Barb Marder on retirement security
• 30:00Discussion on policy proposals: Trump accounts and savers match
• 1:00:00Presentation by Jason Jagatic (Fidelity) on 11 trends shaping plan design
• 2:00:00Panel on private assets in 401(k) plans
• 3:00:00Panel on Social Security and its future
• 4:00:00Panel on innovative fintech solutions for retirement
• 5:00:00Closing remarks and wrap-up

• EBRI Retirement Confidence Survey — Mentioned as a long-running survey on retirement confidence.
• EBRI and Greenwald Research — Partners in the Retirement Confidence Survey.
• JP Morgan Asset Management — Collaborated with EBRI on studies about debt and retirement savings.
• Vanguard — Cited for a study on 401(k) withdrawals.
• TransUnion — Provided credit data for EBRI research on savings and spending.

• EBRI Retirement Confidence Survey — Provides data on retirement confidence and savings behavior.
• Milken Institute Research — Research on financial security and retirement.