In this episode, Jessica Dickler, a personal finance writer for CNBC, joins hosts Matthew Patrick and Audrey Wheat to tackle social media’s impact on financial education. How have platforms like TikTok, Instagram, and LinkedIn become go-to sources for financial advice, especially for Gen Z and millennials? Is this a perilous path, or a great new way for new generations to learn financial wellness?
Tune in to discover how social media is reshaping the landscape of personal finance.
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How well did the Revamping Retirement team do with predicting how the ever-evolving retirement plan landscape would look in 2024? [Spoiler alert: Pretty well.]
Following their recap (and a few well-deserved victory laps), your hosts deliver an insightful forecast for 2025.
From exploring the trends of managed accounts and fiduciary responsibility outsourcing to the significance of retirement income solutions and the integration of retail and retirement services, hosts Jennifer Doss, Matt Patrick, Pete Ruffle, and Audrey Wheat cover what they saw unfold last year and what they see coming up.
Discover how new regulations and innovations could shape the future of retirement planning. Plus, track industry benchmarks, uncover unintended consequences of new provisions, and stay ahead of the curve with expert opinions and data-driven insights.
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Bonnie Treichel, founder and chief solutions officer of Endeavor Retirement, joins hosts Jennifer Doss and Pete Ruffel for an in-depth analysis of key litigation trends affecting the retirement industry.
The discussion focuses on the complexities and implications of ERISA lawsuits, including the surge of copycat lawsuits targeting similar fiduciary breaches. Also addressed are emerging risks such as cybersecurity and managed accounts, alongside potential impacts from the Supreme Court’s Loper Bright case on agency interpretations.
Plus, delve into the evolving Department of Labor regulations under the current administration and their potential effects on industry compliance and fiduciary responsibilities.
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When raising funds for a new library, do you go by the book or write a new chapter? Join host Heather Shanahan and guest Charity Tyler, executive director or the Cedar Rapids Public Library Foundation, as they take us on a capital campaign journey. What worked? What didn’t? Find out in Episode 17 of our Mission + Markets podcast.
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Previous Episode: Youth Ambassadors of Service
The retirement recordkeeping space has experienced significant shifts. What does that mean for the future of the industry?
In episode 70 of the Revamping Retirement podcast, hosts Audrey Wheat and Matt Patrick welcome Tim Hoying and Dave Mallett of Accenture. They’re two of the authors of the report Navigating Through Turbulence: Reinventing Retirement Recordkeeping.
Listen in as these experts explore current challenges and future opportunities in the industry and offer tips on how smaller recordkeepers can still thrive and compete despite those challenges.
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It’s been almost two years since the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was officially implemented. Containing more than 90 provisions impacting retirement, this massive piece of legislation is described as “the gift that keeps on giving,” with some aspects still rolling out.
In episode 69 of Revamping Retirement, hosts Audrey Wheat and Jennifer Doss talk with Fidelity’s Angela Capek and Shanna Costa to learn what plan sponsors are saying about the ways SECURE 2.0 has disrupted the retirement industry.
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In episode 16 of Mission + Markets, host Heather Shanahan welcomes Sonali Ratnasinghe, a junior at the University of North Carolina at Chapel Hill and the founder of Youth Ambassadors of Service (YAS). The organization teaches young people about the nonprofit sector, encouraging them to engage in community service.
This passion project started during the COVID-19 pandemic and evolved into a 501(c)(3) organization. In the podcast, Sonali shares her recent experiences, including participating in the UN General Assembly and the Clinton Global Initiative, sharing valuable insights on youth involvement in nonprofit organizations.
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Previous Episode: A Fundraising Makeover
In episode 68, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and fiduciary outsourcing solutions.
Harrington explains why it’s a common myth that 3(16) plans are only for small companies and how 3(16) service providers have helped organizations of all sizes fulfill their fiduciary responsibilities. The trio also review the request for proposal (RFP) process for engaging an outside provider.
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For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consultant Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CAPTRUST. The respondents this year represent 15,000 U.S. retirement plans and almost $9 trillion in assets.
In this episode of Revamping Retirement, your hosts Matt Patrick and Peter Ruffel welcome PIMCO’s Vidur Mehra and Joseph Szalay to find out what’s trending, what’s challenging, and what’s new in the world of defined contributions, from plan design to evaluating retirement income solutions.
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What changed after this nonprofit got a professional analysis of its fundraising efforts?
In episode 15 of Mission + Markets, host Heather Shanahan welcomes Missy Hatley of Legal Aid of North Carolina and Shannon Williams of Armstrong McGuire to talk about strategic fundraising. How can organizations be more effective? How can nonprofits get board members to play to their fundraising strengths? What’s new and innovative in the world of fundraising?
And finally, could your nonprofit benefit from a thorough development assessment?
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Previous Episode: Conducting an Auditor RFP