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 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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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 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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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.
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