The SpaceX IPO captured investors’ attention, but many were surprised to learn that a company’s size doesn’t automatically translate to a large stock market index weight. In this Revamping Retirement episode, Northern Trust’s Austin Guy sits down with CAPTRUST’s Jennifer Doss and Pete Ruffel to discuss the rules behind index inclusion, the role of float-adjusted market capitalization, and why mega-sized IPOs can have a smaller impact on indexes than investors expect.

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Artificial intelligence is evolving rapidly, and its impact is being felt across the retirement industry and beyond. In this episode of Revamping Retirement, Matt Patrick and Jennifer Doss sit down with Lucas Erb, AI strategist and founder of AI Experts, to discuss how businesses can develop AI strategies, improve workflows, manage risk, and prepare for a future increasingly shaped by intelligent technology. They explore the opportunities and limitations of today’s AI tools, the importance of governance and cybersecurity, and what plan sponsors can expect as AI becomes more integrated into retirement plans and participant experiences.

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In this episode of Mission and Markets, host Heather Shanahan is joined by CAPTRUST Advisor James Ross and Spectrum Impact Founder and CEO Rehana Nathoo to explore the growing role of impact and place-based investing for nonprofits. They discuss how endowments and foundations can align more of their assets with their mission while balancing financial returns, governance responsibilities, and long-term sustainability. The conversation also examines common challenges organizations face, from education and board engagement to portfolio design and implementation, and offers practical guidance for getting started.

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In episode 87 of Revamping Retirement, CAPTRUST’s Jennifer Doss and Pete Ruffel explore the realities of 401(k) audits, featuring guest Brad Bartels, partner at MUN CPAs, with decades of experience in the field. The conversation breaks down the purpose of retirement plan audits, emphasizing that they are designed to protect plan participants and support plan sponsors—not to penalize them. Bartels also addresses common misconceptions, outlines what sponsors can expect during the audit process, and highlights frequent findings like late contributions and compensation errors.

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In this episode of Revamping Retirement, CAPTRUST’s Audrey Wheat and Matt Patrick sit down with Jake Connors of Cofi to discuss how independent search consultants can help plan sponsors navigate one of their most important fiduciary decisions—selecting a retirement plan advisor. The conversation explores how advisor searches have evolved beyond fees and investments to focus on service, HR support, and accountability, along with common pitfalls sponsors face when going it alone. Looking ahead, the group discusses how a maturing industry is reshaping expectations for both retirement and broader employee benefits oversight.

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In this episode of Revamping Retirement, Pete Ruffel and Jennifer Doss sit down with Kelsey Mayo, Chief of Retirement Policy and Regulatory Affairs at the American Retirement Association, to unpack the Department of Labor’s newly proposed rule on fiduciary duties and the selection of designated investment alternatives (DIAs). Mayo explains why the rule is asset-class neutral, how it aims to recalibrate litigation standards, and what the DOL is signaling to both fiduciaries and the courts. With the 60-day comment period underway, this episode offers timely insight into what plan sponsors and fiduciaries should be thinking about now and what may come next.

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In this episode of Mission + Markets, host Heather Shanahan is joined by CAPTRUST Wealth Advisor Spencer Brown to explore how individual donors are thinking about charitable giving—and what that means for nonprofits navigating today’s fundraising pressures. Drawing on insights from an advisor survey, they discuss common giving vehicles, evolving tax considerations, and the motivations that drive donor decisions. The conversation offers nonprofit leaders a clearer view into donor priorities, trade-offs, and opportunities to engage supporters more strategically.

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In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick are joined by Benny Goodman of the TIAA Institute to unpack what retirement income really means for individuals and for plan sponsors. The conversation explores the shift from saving to spending, the role of Social Security as an income foundation, and why guaranteed income tools like annuities are often misunderstood. Goodman also shares why employers are increasingly focused on helping participants retire through their plans, not just to retirement, and what that could mean for the future of workplace retirement plans.

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In this episode of Revamping Retirement, hosts Matt Patrick and Pete Ruffel unpack insights from CAPTRUST’s first annual Financial Wellness Survey. They’re joined by Chris Whitlow and Cat Ellis, who break down the evolving landscape of financial stress, engagement trends, and what employees truly want from their financial wellness programs. The conversation highlights key findings around generational differences, the power of personalized one‑on‑one advice, and surprising gaps between what stresses employees and what they’re most eager to learn. Together, the group explores how plan sponsors and advisors can turn these insights into more effective, tailored strategies that genuinely support participants’ financial confidence.

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In episode 22 of Mission + Markets, host Heather Shanahan welcomes Dalia Wimberly, executive director of The Resiliency Collaborative, for a candid conversation about turning a hardship into strength. Dalia shares the organization’s journey through a financial crisis, the bold steps taken to rebuild trust, and the cultural and structural changes that strengthened its foundation.

From tightening internal controls to embracing transparency and community, this conversation offers practical strategies for nonprofit leaders navigating risk, governance, and resilience.

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