Revamping Retirement

In the latest episode of Revamping Retirement , Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary . The three dive into litigation trends , particularly in navigating the complex ities of fiduciary liability and underwriting.   Highlights include:   An overview of recent trends in retirement plan litigation, emphasizing a shift in the types of cases being file...

This month on Revamping Retirement , Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research . The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often  aren't addressed by emplo yers and benefits providers, such as reduced work hours, job changes for flexibility, and financial...

This month on Revamping Retirement , Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel.   The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution  space .   Predictions include:   Recordkeeper consolidation   Expanded QDIA solutions   An increase in regulation from the Department of Labor and IRS   Subscribe to...

This month, CAPTRUST's Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse. In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor. These benefits include: Streamlining the system, leading to increased average ac...

This month, CAPTRUST's Jennifer Doss and Matt Patrick are joined by Dr. Nari Rhee , director of the Retirement Security Program at the UC Berkeley Labor Center.     In this conversation, which focuses on labor and retirement issues, Dr. Rhee emphasizes the challenges faced by low and middle-income workers in the U.S. retirement system, particularly in the private sector. The discussion touches on...

In this month's episode of Revamping Retirement , Jennifer Doss and Dawn McPherson sit down with Amber Moulder and James Sheridan from Candidly . Candidly is a financial wellness platform focused on addressing student loan debt, emergency savings, retirement, and more.   This episode covers the restart of student loan payments, SECURE 2.0 and its impact on student loans, plus the demographics of A...

In this month's episode of Revamping Retirement , Jennifer Doss talks with Kimberly Plessinger and David McEntee from Kimley-Horn . They discuss the company's financial wellness initiatives, including benefits and retirement plans.    Kimley-Horn places a strong emphasis on financial wellness, especially for its younger employees,  providing educational resources and support to help employees unde...

In episode 55 of Revamping Retirement , Jennifer Doss and Scott Matheson are joined by Michael Consorte , director of university-wide benefits for SUNY. Michael shares his expertise in retirement program management, participant engagement, and adapting offerings to meet participant needs.   Michael emphasizes the importance of adopting a participant-centric approach . He discusses three main parti...

This month, Jennifer Doss and Dawn McPherson look back on the first half of the year , including a mid-year market update with CAPTRUST's Kevin Fieldman , director of investment research.    Listen to learn more about market volatility , inflation, and some SECURE 2.0 provisions that are affecting plan sponsors now and in the near future .       Later, Mike Webb breaks down the enhanced tax credit...

This month, Jennifer Doss and Scott Matheson are joined by David Stinnett, principal of strategic retirement consulting at Vanguard. Stin nett breaks down the 22nd annual " How America Saves " report , which covers trends in retirement plan design and participant behavior , including the use of financial advice programs, s avings rates , and more .   Later, Mike Webb covers R oth catch-up contribu...

This month, Katie Gatti Tassin of Morning Brew's Money with Katie show joins CAPTRUST's Jennifer Doss and Scott Matheson on Revamping Retirement . Tassin is known for her financial expertise focused on the m illennial generation and covering topics from l ong-term s avings and 401 ( k ) contributions to personal finance goals and salary negotiati ons .   With Jennifer and Scott, she discusses what...

In episode 51 of Revamping Retirement , Scott Matheson and Dawn McPherson are joined by John Sullivan, chief content officer at the American Retirement Association.   John has more than 25 years' experience covering financial markets in roles such as editor-in-chief of 401(k) Specialist and Investment Advisor magazines and retirement editor of ThinkAdvisor.com .    Listen to hear key takeaways fro...

In episode 50 of Revamping Retirement , Jennifer Doss and Dawn McPherson talk with Chris Whitl ow , CAPTRUST senior director of advice and wellness. Before joining CAPTRUST, Chris founded Edukate , a digital financial wellness platform. The three talk through what's trending in terms of financial wellness, and why it's the topic of conversation among retirement plan sponsors . Chris shares his adv...

In this month's episode of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Vanguard Senior ERISA Consultant Janet Luxton to unpack SECURE 2.0 from a recordkeeper's perspective. The three look at what's required versus what is optional in the legislation, as well as a seemingly simple question: What do you focus on first? From required minimum distributions (RMDs) to emergency...

In this month's episode of  Revamping Retirement , Jennifer and Scott are joined by Dawn McPherson, CAPTRUST's director of retirement plan consulting. Listen as the team breaks down SECURE 2.0 Act, which passed at the end of 2022, including their favorite—and not so favorite—provisions of the legislation and potential benefits to participants. Jennifer and Dawn discuss the new required minimum dis...

On this month's Revamping Retirement , Jennifer Doss and Scott Matheson look back at 2022 and recap the year's most popular episodes.   In the final episode of 2022, Jennifer and Scott discuss their favorite Revamping Retirement episodes of the year. From the changing landscape of the workforce to the importance of participant communication, the podcast covered a wide array of topics in 2022. Reva...

On this month's Revamping Retirement, Scott Matheson and Jennifer Doss are joined by Lindsay Barnard, senior product manager at Alegeus , to discuss trends in today's Health Savings Account (HSA) industry.   The health savings account (HSA) has only been around since 2003, thanks to an amendment to the Medicare Prescription Drug, Improvement, and Modernization Act. Despite the short time on the ma...

On this month's Revamping Retirement , Scott Matheson is joined by guest host Audrey Wheat, Manager of Vendor Analysis at CAPTRUST, along with Jon Atchison, senior lead of governance, risk, and compliance. In honor of National Cybersecurity Awareness month, the trio discuss the need for retirement plan sponsors to understand and evaluate cybersecurity risks. Audrey and Jon break down the three-pro...

  On this episode of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Debra Gates, CAPTRUST manager of advice & wellness . Debra shares her thoughts on why employees are increasingly looking to employers for guidance on financial wellness and retirement readiness. She also talks about why effective communication requires plan sponsors to carefully consider the demographics of their...

In episode 43 of Revamping Retirement , Jennifer Doss  and  Scott Matheson are joined by Dawn McPherson, CAPTRUST's director of retirement plan consulting. Jennifer and Dawn recently attended the National Association of Plan Advisors (NAPA) D.C. Fly-In Forum , which provides an opportunity for retirement plan advisors to engage with key policymakers and get the inside scoop on what's going on in t...

In episode 42 of Revamping Retirement , Jennifer Doss and Scott Matheson talk with Dr. Shlomo Benartzi , a behavioral economist widely known for the Save More Tomorrow (SMarT) program, which he pioneered with Nobel Laureate Dr. Richard Thaler. Save More Tomorrow is a behavioral nudge designed to help employees increase their saving rates gradually over time. The SMarT program was incorporated into...

In episode 41 of  Revamping Retirement , Jennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better known as SECURE 2.0—and the newly proposed Rise and...

In episode 40 of Revamping Retirement , Jennifer Doss  and  Scott Matheson are joined by Shawn O'Brien , associate director of retirement research at Cerulli Associates , a strategic consulting and market research group focused on the financial services industry. With extensive research across industry stakeholders—from plan sponsors and participants to recordkeepers and asset managers—Shawn share...

In many regards, this year is off to a turbulent start. From the war in Eastern Europe and its effects on the markets and economy to continuing inflation and labor market concerns to retirement-related regulatory and legislative developments, there is no shortage of headlines for plan sponsors to consume. In episode 38 of  Revamping Retirement ,  Jennifer Doss  and  Scott Matheson are joined by Ch...

In episode 38 of Revamping Retirement , Jennifer Doss and Scott Matheson are joined by John Diehl , director of applied insights at Hartford Funds on behalf of the Massachusetts Institute of Technology (MIT) Age Lab . The Age Lab is a multidisciplinary research program that works with businesses, nonprofits, and the government to understand the challenges and opportunities of longevity and emergin...