Revamping Retirement

In episode 37 of Revamping Retirement , Jennifer Doss and Scott Matheson sit down with Rosalyn Brown, equity, diversity, and inclusion director for We Inspire Promote Network (WIPN) to discuss why creating a culture of inclusivity can help differentiate organizations in a tight labor market. Rosalyn talks about the importance of looking at retirement plan benefits through the lens of equity, diver...

In episode 36 of Revamping Retirement , Jennifer Doss and Scott Matheson tackle one of the predominant themes of 2022—the tight labor market. As organizations react to the newest supply chain issue, many retirement plan sponsors are scrambling to understand what they can do to differentiate their retirement plan in an effort to recruit and retain talent. Jennifer and Scott provide context on the e...

In episode 35 of Revamping Retirement, our hosts are joined by Jeff Bush , a Washington insider known for his ability to decode the often confusing tax and fiscal legislative landscape. Jeff provides an overview of what we can expect out of Washington in 2022—including a breakdown of the Infrastructure Investment and Jobs Act (IIJA) and what the Senate may cut from the House's version of the Build...

In episode 34 of Revamping Retirement , our hosts are joined by Sarah Harris and Jenn McCabe from Armanino , one of the top-25 largest accounting and business consulting firms in the U.S. Armanino is challenging the status quo by tackling the diversity, equity, and inclusion (DEI) conversation head-on—with transformative results. Sarah and Jenn share why Armanino is dedicated to DEI, the changes t...

Did you know that October is National Retirement Security Month? In episode 33 of Revamping Retirement , Jennifer Doss and Scott Matheson talk with Matt Petersen, executive director of the National Association of Government Defined Contribution Plans (NAGDCA), the sponsoring organization of National Retirement Security Month (NRSM). Matt talks about the history of NRSM and why plan sponsors of all...

In a special edition of Revamping Retirement , Jennifer Doss hosts live from the National Association of Plan Advisors (NAPA) 401(k) Summit in Las Vegas, alongside Phyllis Klein, senior director of Retirement Plan Services at CAPTRUST. Joining our hosts are two of the industry's most prominent ERISA attorneys: Fred Reish, partner in the Benefits & Executive Compensation practice group, the Investm...

In episode 31 of Revamping Retirement , Jennifer Doss and Scott Matheson talk with Greg Middleton, Senior Director of Business Development and Sales Enablement at CAPTRUST, to discuss his recent webinar on advisor requests for proposals (RFPs). Middleton provides unique industry perspective on why challenging times often drive plan sponsors to assess providers and their services and the ways RFPs...

In episode 30 of Revamping Retirement , Jennifer Doss and Scott Matheson circle back on her predictions for 2021 and discuss where the retirement industry sits at the halfway mark of this year. Find out how plan sponsors are reacting to the increased interest in environmental, social, and governance (ESG) investing and regulatory ambiguity, what the industry expects for the SECURE Act 2.0, the ben...

In episode 29 of  Revamping Retirement , Jennifer Doss and Scott Matheson are joined by Jenny Eller, Principal at Groom Law Group and co-head of the firm's Retirement Services and Fiduciary Practice. Jenny shares her perspective on plan sponsor considerations for selecting a nondiscretionary or discretionary advisor, the reasons behind the trend towards 3(38) investment manager discretionary servi...

In episode 28 of Revamping Retirement , Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson, who lead the employer-sponsored retirement plan practice at CAPTRUST .  The two discuss CAPTRUST's recent fee benchmarking webinar, including the future of fees, structuring fees to make retirement plans more attractive, and what tops the list of fee-related concern for plan sponsors. La...

In episode 27 of Revamping Retirement , Mike Webb is joined by Nevin Adams, chief content officer of the American Retirement Association (ARA). In addition to curating content, Adams serves as a prolific author of ARA's publications. Adams has gained notoriety for correcting many of the common retirement misconceptions perpetuated by the media—an area of increasing concern as social media recircul...

In episode 26 of Revamping Retirement, Mike Webb chats with Jennifer Norr , President of WE | Inspire | Promote | Network (WIPN), formerly known as the Women in Pensions Network, to discuss the organization's mission, the impact of COVID on women in the workplace, and what WIPN's recent research findings identify as the key areas for improvement to ensure the retirement industry is more reflective...

In episode 25, Mike Webb chats with, Bob Toth , author of the popular Business of Benefits blog and founder of Toth Law and Applied Pension Professionals. With more than 35 years of experience practicing employee benefits law, Bob Toth is an expert to the experts - particularly in the areas of 403(b) plans and annuity products. Mike and Bob discuss the key to moving the needle on annuities, includ...

In episode 24, Mike Webb chats with David Levine , Principal at Groom Law Group, and Rebecca Moore , Managing Editor of PLANSPONSOR Digital, to discuss the popular and long-running PLANSPONSOR Ask the Expert column. With more than a decade worth of plan sponsors questions answered by industry experts, the column continues to be one of the most popular features on PLANSPONSOR's website. Mike, David...

In episode 23, Mike Webb chats with Christine Roberts , a prominent ERISA attorney and author of the popular E is for ERISA blog . Christine shares the backstory of her blog, the "DB-ification" trend in defined contribution retirement (DC) plans and the movement toward more employer-control versus employee discretion of DC plans to better provide a sustainable source of income during retirement, a...

In episode 22, Mike Webb chats with Mary Beth Franklin, contributing editor to InvestmentNews and a nationally recognized expert on Social Security claiming strategies. Sharing the current funding concerns and potential future reforms for social security, Mary Beth provides tips on when to claim and when to delay social security benefits in order to maximize value, particularly in the current low-...

In episode 21, Mike Webb chats with arguably one of the coolest guys in retirement, J.D. Carlson. Learn how J.D. went from surf shop owner to CEO of TPA firm Plan Design Consultants, Inc. , and host of the notorious Retireholi(k)s , a weekly show where retirement industry professionals notoriously get together for a few beers and "talk shop".

Let's face it, for most, ERISA and retirement plan law can be somewhat dull. However, this episode's Revamping Retirement guest has found a way to weave sports, pro-wrestling, soap operas and general '70s and '80s pop culture into his practice. Ary Rosenbaum practices ERISA and retirement plan law at The Rosenbaum Law Firm P.C. and is also known by industry insiders as "That 401(k) Guy," infusing...

In episode 19, Mike Webb chats, once again , with J.Money, an award-winning personal finance blogger, about the impact of the pandemic on the FIRE (Financial Independence, Retire Early) movement. FIRE (Financial Independence, Retire Early) is a lifestyle movement that embraces the goal of achieving financial independence by decreasing spending and/or increasing income. Mike and J.Money discuss why...

According to a recent survey, more than 70% of employees would have some level of financial difficulty if their next paycheck was delayed by one week. Thus, the need for emergency savings to cover unforeseen expenses is clear. But how can employers encourage their participants to take control of their own financial wellness? One option, growing in popularity among retirement plan sponsors, is to o...

Automatic enrollment has gained significant traction over the past two decades, with nearly 71% of plans with 1000 or more participants utilizing the feature. Two recent studies by Vanguard and John Hancock share statistical data that helps highlight the overwhelming case for auto-enrollment as a defined contribution retirement plan strategy. In episode seventeen, Mike Webb discusses the statistic...

Target date funds have experienced increasing popularity and growth in recent years, becoming an important investment option in many defined contribution retirement plans. In episode sixteen, Mike Webb gets back to the basics to discuss the two primary types of target date funds - "off the shelf" and customized - and shares the key components used to evalutate these investments.

On March 27, 2020, the House passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a $2.2 trillion dollar relief bill to counter the economic impact of the COVID-19 pandemic. The legislation contains several retirement plan-related provisions aimed at helping plan sponsors and participants deal with the implications of the pandemic. However, the nuances of three of the provisi...

The market volatility and uncertainty surrounding the coronavirus pandemic have many retirement plan investors concerned. In Episode 14, Mike Webb shares some perspective on the recent market downturn and its impact on retirement plans.

Revenue sharing refers to the practice of investment providers sharing revenue with recordkeepers in exchange for performing some of the duties that the investment provider would typically have to do. Understandably, this can be a confusing topic for retirement plan sponsors. In Episode 13 of Revamping Retirement , Mike Webb simplifies the concept of revenue sharing and explains the importance of...