CAPTRUST

Revamping Retirement

Business EN ↓ 87 episodes

Let's face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today's employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we'll explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant e...

Author

CAPTRUST

Category

Business

Podcast website

www.captrust.com

Latest episode

Jun 17, 2026

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Episodes

Episode 12: The SECURE Act 23.01.2020

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, aims to improve retirement security for many Americans. Since its passage in December of 2019, it has readily been at the center of retirement plan dialogue. In episode twelve of Revamping Retirement, Mike Webb shares the major provisions and discusses the impact the Act may have on retirement pl...

Episode 11: WMCHealth Network 12.12.2019

Over the past decade, the WMCHealth Network has grown significantly through mergers and acquisitions. In episode eleven of Revamping Retirement , Mike Webb chats with Jordy Rabinowitz and Tracy Tillery about how the organization successfully integrated plans and effectively communicated to participants to ultimately enhance the overall benefits for both its existing and incoming employees.

Episode 10: Gonzaga University 19.11.2019

In episode ten of Revamping Retirement , Mike Webb talks with Lisa Schwartzenburg, the Assistant Director of Benefits, Wellness & Safety at Gonzaga University, about the role the university's unique culture plays in regard to their retirement plan and other employee benefits.

Episode 9: The FIRE Movement 18.10.2019

In episode nine of Revamping Retirement , Mike Webb chats with J.Money, an award-winning personal finance blogger and owner of the popular Budgets are Sexy website . As a notable member of the FIRE (Financial Independence, Retire Early) movement, J.Money shares his journey towards financial independence and the key tenants of FIRE, including how to adopt the philosophy without entirely sacrificing...

Episode 8: The State of Oregon PERS Expo 20.09.2019

In episode eight of Revamping Retirement, Mike Webb chats with Dean Carson and Roger Smith from the State of Oregon Public Employees Retirement System (Oregon PERS) about their innovative and highly regarded Retirement Savings Expo, an annual event that provides Oregon public employees an opportunity to learn about their various benefits all in one place, with a creative and fun approach. At the E...

Episode 7: Missing Participants 12.08.2019

In episode seven of Revamping Retirement, Mike Webb explains the significance of missing participants.

Episode 6: Financial Wellness 17.07.2019

In episode six of Revamping Retirement, Mike Webb explores the the importance of financial wellness programs to engage retirement plan participants.

Episode 5: What is a 403(b) Plan? 19.06.2019
Episode 4: Retirement Plans Then and Now - Fees 17.05.2019

In this three-part series, we take a look back at how the retirement plan industry has evolved over the past 25 years and what that means for plan sponsors today. We conclude with the one thing that has likely changed the most - fees.

Episode 3: Retirement Plans Then and Now - Plan Design & Investments 15.04.2019

In this three-part series, we take a look back at how the retirement plan industry has evolved over the past 25 years and what that means for plan sponsors today. Our second topic: plan design and investments.

Episode 2: Retirement Plans Then and Now - Technology 15.03.2019
Episode 1: The Stock Market Doesn't Matter 21.02.2019

In episode one of Revamping Retirement , Mike Webb explores why the stock market's short-term movements shouldn't scare retirement plan investors, the importance of staying the course and maintaining a diversified portfolio, and why retirement plan sponsors should concentrate their efforts on increasing participation and savings rates, rather than being hyper-focused on investments. Note: The cont...

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