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Retirement Plans
Revamping Retirement Podcast

National Retirement Security Month

We’re celebrating National Retirement Security Month (NRSM) on this episode of Revamping Retirement. Joined by Matt Petersen of the National Association of Government Defined Contribution Administrators, Inc. (NAGDCA) and Sandy Blair of the California State Teachers’ Retirement System (CalSTRS), our hosts discuss what NRSM is, how it came about, and how plan sponsors of all types can get involved.

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 Administrators, Inc. (NAGDCA), the sponsoring organization of National Retirement Security Month (NRSM). Matt talks about the history of NRSM and why plan sponsors of all types may want to participate. He also shares his perspective on the legislative landscape and the key issues on the minds of his member plan sponsors.

Later, Sandy Blair, director of retirement readiness at the California State Teachers’ Retirement System (CalSTRS), joins to discuss CalSTRS’ award-winning NRSM campaign. Sandy also shares some best practices on how plan sponsors can leverage their NRSM efforts to drive financial literacy throughout the year.

In Minute with Mike, Mike Webb highlights the common mistake that plan sponsors make with small-balance cash out provisions.

Episode 33