Episode 63

This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar’s Head of Technology for Workplace Solutions. They explore AI’s evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies. 

Highlights include:

The episode ends with practical tips from Mike Webb for enhancing the 5500 annual report filing process for ERISA retirement plan sponsors.

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors. 

Note: Mike Allen is an employee of Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.

Episode 62

In the latest episode of Revamping Retirement, Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary. The three dive into litigation trends, particularly in navigating the complexities of fiduciary liability and underwriting.  

Highlights include:  

Later, Mike Webb discusses the differences between reporting and disclosure for retirement plan sponsors in this month’s Minute with Mike.   

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.  

Episode 61

This month on Revamping Retirement, Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research. The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often aren’t addressed by employers and benefits providers, such as reduced work hours, job changes for flexibility, and financial strain. The episode also covers the landscape of retirement benefits more broadly, including trends to expand offerings for employee well-being, such as mental health and financial wellness programs. 

Later, Mike Webb talks about plan fees in this month’s Minute with Mike.  

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.  

Last Month’s Episode: Episode 60: Plan Sponsor Predictions for 2024

This month, Heather Shanahan discusses higher education with Pete Lasher. Pete is senior vice president and higher education practice leader at Grenzebach Glier and Associates. The two discuss fundraising strategies, volunteers as donors, and honoring donor intent.  

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations. 

Resources: 

Last Episode: Values-Based Investing with Ethic

Episode 60

This month on Revamping Retirement, Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel.  

The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution space.  

Predictions include:  

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.  

Last Month’s Episode: Episode 59: Auto-Portability with Neal Ringquist 

This month, CAPTRUST Senior Director of Endowments and Foundations Heather Shanahan talks with Anthony Marcozzi, associate director of relationship management at Ethic

Marcozzi explains Ethic’s approach to working with endowments and foundations, highlighting the importance of understanding an organization’s mission and values.  

He and Shanahan also discuss the challenges and opportunities in the impact investing space, like:

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations. 

Resources: 

Last Episode: Markets, with CAPTRUST’s Andy Marino | Nonprofits 

Ethic 

Episode 59

This month, CAPTRUST’s Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse.

In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor.

These benefits include:

In Minute with Mike, Mike Webb talks about retirement plan eligibility for part-time employees.

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.

Resources:

Last Month’s Episode: Episode 58: SECURE 2.0 and More with Dr. Nari Rhee

In episode 10 of Mission + Markets, Heather Shanahan and Andy Marino cover the financial landscape of the past year and how it might affect nonprofits, endowments, and foundations.  

The conversation examines the Federal Reserve’s efforts to reduce inflation. Marino also addresses the historical association of the inverted yield curve with recessions and the recent normalization of longer-term interest rates. He recommends that nonprofits set realistic expectations and maintain a long-term perspective.  

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.  

Resources: 

Last Episode: Episode 9: DEI in Planned Giving with GivingDocs 

OCIO for Nonprofits | CAPTRUST 

Market Update | October 2023 | Investment Management 

Episode 58

This month, CAPTRUST’s Jennifer Doss and Matt Patrick are joined by Dr. Nari Rhee, director of the Retirement Security Program at the UC Berkeley Labor Center. 
 
In this conversation, which focuses on labor and retirement issues, Dr. Rhee emphasizes the challenges faced by low and middle-income workers in the U.S. retirement system, particularly in the private sector. The discussion touches on topics such as the inadequacy of Social Security for low-wage workers, barriers in defined contribution plans, and the impact of job characteristics on retirement benefits.  

In Minute with Mike, Mike Webb covers the different types of services fiduciaries can provide under ERISA. 

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.  

Resources

Last Month’s Episode: Episode 57: Student Loans with Candidly | Retirement Plan (captrust.com) 

Public Pensions Support Race, Class, and Gender Equity in California – UC Berkeley Labor Center 

Breaking Down SECURE 2.0 

In episode nine of Mission + Markets, Heather Shanahan and Jade Bristol, chief development officer at GivingDocs, discuss DEI efforts in planned giving and estate planning. GivingDocs is an online estate planning platform designed to help nonprofits improve their planned giving initiatives.

The conversation addresses diversity, equity, and inclusion (DEI) within planned giving and estate planning. Jade discusses the organization’s mission to enhance planned giving efforts for nonprofits, and the history of inequity in philanthropy.

Jade and Heather emphasize the importance of authentic conversations, cultural awareness, and empathy when working with diverse donors in the realm of planned giving. Their discussion underscores the crucial mission of nonprofits to make a positive impact through thoughtful and respectful engagement with donors.

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

Resources

Last Episode: Episode 8: Trends in AI with Blackbaud

Resources and Insights – GivingDocs.com

Episode 3: Board Development with YWCA of Greater Charleston