A Mid-Year Check-In for Retirement Plan Sponsors

In episode 30 of Revamping Retirement, Jennifer Doss and Scott Matheson provide a mid-year check-in on the retirement themes making headlines—including environmental, social, and governance (ESG) investing, SECURE Act 2.0, and the double-edged sword of technology. Stick around for the latest view on the markets and economy with CAPTRUST Chief Investment Officer Mike Vogelzang and wrap it up with the latest Minute with Mike.

Episode 30

In episode 30 of Revamping Retirement, Jennifer Doss and Scott Matheson circle back on her predictions for 2021 and discuss where the retirement industry sits at the halfway mark of this year. Find out how plan sponsors are reacting to the increased interest in environmental, social, and governance (ESG) investing and regulatory ambiguity, what the industry expects for the SECURE Act 2.0, the benefits and pitfalls of technology, and more. 

Later, CAPTRUST Chief Investment Officer Mike Vogelzang chimes in to regroup on the uniqueness of this past year’s market environment and provide his team’s latest thoughts on the markets and economy, including interest rates, inflation, and taxes. 

In Minute with Mike, Mike Webb shares what plan sponsors need to know about required minimum distributions (RMDs) and why they can be such a pain point for plan participants and plan sponsors alike.

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