Georgetown University Center for Retirement Initiatives

The State of Retirement: Shaping the Future

Business EN ↓ 58 episodes

Georgetown Center for Retirement Initiatives (CRI)'s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.

Author

Georgetown University Center for Retirement Initiatives

Episodes

Episode 08: What Do We Know About Financial Fragility and Financial Literacy in the U.S. and How it Undermines Retirement Security? 26.09.2019 35:19

Professor Annamaria Lusardi, Founder and Academic Director of the Global Financial Literacy Excellence Center at George Washington University, explains the severity of financial fragility among Americans today, the lack of financial literacy, and the role financial education can play in helping improve both short-term and long-term financial and retirement security.

Episode 07: How Do We Build a Retirement Income System for the 21st Century? 07.08.2019 44:44

Keith Ambachtsheer, President of KPA Advisory Services, is one of the world's most original thinkers on pension design, governance and investing issues. He explains how Peter Drucker's concept of the "power of three" helps shape his thinking about what's most important in the design of the sustainable retirement income system of the future.

Episode 06: Profiles in Leadership: A Conversation with John W. Rogers, Jr., the Founder & Chair of Ariel Investments 26.06.2019 37:44

John launched Ariel Investments in the early 1980s and has been very successful for the past 36 years managing funds for investors. He shares some of the secrets of his investing success and how it can help us prepare for retirement. We also learn how his leadership and determination to improve financial literacy and advocate for greater diversity and inclusion are transforming lives, communitie...

Episode 05: What Are the Challenges Facing Global Retirement Systems to Help "Save For Our Future?" 04.06.2019 35:04

Han Yik, Head of Institutional Investors, the World Economic Forum (WEF), explains the objectives of the WEF's Retirement Investment Systems Reform Project and its series of reports that seek to ask and answer the question - "We'll Live to 100 - How Can We Afford It?"

Episode 04: How Are Oregon and Illinois Helping More Workers Save for Retirement? 02.05.2019 41:39

Oregon Treasurer Tobias Read and Illinois Treasurer Michael Frerichs each share program updates, insights, and lessons learned for their state-facilitated retirement savings programs -OregonSaves and Illinois Secure Choice- as these pioneering states lead the way to expand access and strengthen retirement security for millions of Americans.

Episode 03: What Are the Lessons Learned and the Next Generation of Challenges for the UK NEST Program? 27.03.2019 32:27

Will Sandbrook, Executive Director, UK Nest Insight Unit, reviews the genesis of the UK's NEST program and the next generation of challenges facing DC plans today, including increasing participant engagement, optimizing retirement income, improving the overall financial wellbeing of savers, and reaching workers who lack the traditional employer relationship.

Episode 02: Is It Possible to Build a Better Target Date Fund? 27.02.2019 30:16

David O'Meara, Head of DC Investment Strategy, Willis Towers Watson discusses trends in DC plan design, the use of target date funds, and whether greater diversification, by including alternative asset classes, can improve retirement income outcomes.

Episode 01: The 2019 Legislative Outlook 31.01.2019 31:00

In this inaugural episode, Michael Kreps, Principal of the Groom Law Group, discusses the legislative outlook and priorities for 2019.