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.

Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

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

Helping people sustain their income in retirement, without depleting their savings, is what drives Kelli Hueler, CEO and founder of Hueler Companies. In episode 66 of CAPTRUST’s Revamping Retirement podcast, hosts Jennifer Doss and Peter Ruffel delve into Hueler’s groundbreaking Income Solutions platform.

Income Solutions is a lifetime income annuity marketplace with streamlined tools that can help turn retirement savings into an income stream participants won’t outlive. Listen to learn how this platform, and others like it, could help lighten the load for plan sponsors and reduce financial stress for plan participants.

Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

What most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST’s Matt Patrick and Audrey Wheat to talk about the topic.

The trio delves into what retirees didn’t expect to happen in retirement—including the surprise of retiring earlier than intended. They also explore some of the ways retirement plan sponsors can improve the services, benefits, and plans they offer, whether through advances in technology or by making money talks less intimidating.

Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

One important step nonprofit leaders should consider is bringing on an auditor. Depending on the organization’s size and composition, there are different types of audits that can be conducted, with various levels of cost and complexity.

In this episode, host Heather Shanahan dives into all things audits with Certified Public Accountant Robyn Campbell. Listen as they discuss why—and how—supply and demand issues are impacting the industry, plus key questions to include when conducting an auditor request for proposal (RFP). 

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Previous Episode: Nonprofits and Cybersecurity

Brian Graff, chief executive officer of the American Retirement Association, unpacks the Department of Labor’s new fiduciary rule and the implications of the expiring Tax Cut and Jobs Act. Hear how these changes can affect retirement planning on episode 64 of Revamping Retirement with hosts Jennifer Doss and Peter Ruffel.

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It’s sad but true: Even nonprofits can fall victim to ransomware attacks. These cybersecurity breaches hinder an organization’s ability to function and can create immediate reputation damage.

To better understand these risks and how to combat them, Heather Shanahan welcomes Dr. Dave Chatterjee, a cybersecurity thought leader, and Jon Meyer, CAPTRUST chief technology officer, in this episode of Mission + Markets.

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Previous Episode: Fundraising Strategies in Higher Education

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.