In episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell Supreme Court decision on ERISA prohibited transactions. The episode delves into the nuances of ERISA’s prohibited transaction rules, exemptions, and the recent Supreme Court ruling affecting litigation against plan sponsors. Stephanie provides practical guidance for plan fiduciaries, emphasizing robust processes and documentation to navigate this evolving landscape.
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In episode 19, host Heather Shanahan is joined by Ed Chaney, nonprofit tax attorney at Schell Bray, and Mike Vogelzang, Chief Investment Officer at CAPTRUST, to discuss the potential ripple effects of the latest tax reform proposals on the philanthropic landscape.
With the 2025 expiration of the Tax Cuts and Jobs Act (TCJA) on the horizon and a new tax bill advancing through Congress, Heather, Ed, and Mike unpack what’s at stake for private foundations, colleges and universities, and individual donors. From increased excise taxes and asset thresholds to the strategic appeal of donor-advised funds, this timely conversation examines how institutional and individual giving may shift in response—and what nonprofit leaders and fiduciaries should be doing now to prepare.
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Previous Episode: Activating Volunteers
In episode 76 of Revamping Retirement, hosts Matt Patrick and Jennifer Doss delve into how AI is transforming the retirement planning industry with guest John Faustino from Fi360. John shares how AI is helping to enhance advisor efficiency, create tailored investment strategies, and improve participant engagement, while stressing the importance of maintaining human oversight to counter cybersecurity risks and avoid misinformation. The discussion also touches on the AI-driven future of retirement income solutions and the need for personalized advice in a rapidly evolving financial landscape.
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In this episode, hosts Matt Patrick and Jennifer Doss discuss capital preservation investments with Steven Horner, fixed income portfolio manager at Franklin Templeton. Horner explains the differences between stable value and money market funds, emphasizing that stable value funds can offer higher returns due to longer-term investments and insurance protection. The discussion highlights various types of stable value options and key considerations for plan sponsors like transparency, cost, and termination provisions. It also touches on the current market volatility and its effects on these investments.
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In episode 74 of Revamping Retirement, hosts Jennifer Doss and Pete Ruffel discuss governmental affairs with Scott Eckel, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. Scott discusses his role as a lobbyist and they cover key issues such as financial regulations, e-delivery of documents, and the new administration’s potential impact on tax reform and retirement policies. Scott also touches on the budget reconciliation process and its implications.
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In episode 18, Heather Shanahan chats with Rose Thompson, Executive Director of Activate Good, a program that connects volunteers with community service opportunities. Activate Good teams up with local and national organizations to support community service and has grown its efforts to include youth, corporate, and community initiatives. Thompson talks about how vital volunteers are and how the organization helps nonprofits by offering skills-based and youth volunteer opportunities. Thompson and Shanahan also discuss the perks of corporate volunteerism and how teamwork can drive meaningful change.
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Previous Episode: Youth Ambassadors of Service
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