Revamping Retirement Podcast

Revamping Retirement Podcast

Hosted by CAPTRUST’s Defined Contribution Practice Leaders, this podcast breaks down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices.

Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement.

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Episode Library

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Episode 75: Steven Horner on Fixed Income Solutions

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Episode 74: Scott Eckel

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Episode 73: Jessica Dickler on Navigating Financial Influencers

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Episode 72: Plan Sponsor Predictions for 2025

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Episode 71: Litigation Trends with Bonnie Treichel

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Episode 70: Accenture and Retirement Recordkeeping

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Episode 69: Fidelity and SECURE 2.0

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Episode 68: The 3(16) Fiduciary with Bruce Harrington of Pentegra

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Episode 67: PIMCO DC Consultant Study

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Episode 66: Empowering Participants, with Kelli Hueler

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Episode 65: Hearts and Wallets

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Episode 64: Brian Graff

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Episode 63: Morningstar’s Mike Allen on AI

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Episode 62: Fiduciary Liability with Dan Aronowitz

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Episode 61: Caregivers and Retirement Readiness with Greenwald Research

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Episode 60: Plan Sponsor Predictions for 2024

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Episode 59: Auto-Portability with Neal Ringquist

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Episode 58: Inequities in Retirement: SECURE 2.0 and More with Dr. Nari Rhee

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Episode 57: Student Loans with Candidly

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Episode 56: Holistic Financial Wellness with Kimley-Horn

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Episode 55: Participant First With SUNY

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Episode 54: Mid-Year Check-In and Market Update

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Episode 53: “How America Saves,” with Vanguard

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Episode 52: Millennials and Retirement with Katie Gatti Tassin

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Episode 51: Catching up with John Sullivan, American Retirement Association

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Episode 50: Trends in Advice and Wellness with Chris Whitlow

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Episode 49: SECURE 2.0: A Recordkeeper’s Perspective

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Episode 48: Breaking Down SECURE 2.0 Act

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Episode 47: Revamping Retirement: Best of 2022

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Episode 46: HSAs for Employers with Alegeus

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Episode 45: Cybersecurity for Plan Sponsors and Participants

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Episode 44: Effective Participant Communication Matters

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Episode 43: The Legislative Landscape and a Regulatory Recap

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Save More Tomorrow 2.0: Harnessing Inertia with Dr. Shlomo Benartzi

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A Mid-Year Check-In for Retirement Plan Sponsors

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Retirement Industry Research: Insights for Plan Sponsors

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A Tumultuous Start to 2022

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The MIT Age Lab and the Workplace of the Future

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DEI: Why Checking the Box Isn’t Enough

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Maximizing Benefits in a Tight Labor Market

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The Washington Outlook: Plan Sponsor Implications

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A Plan Sponsor’s Passion for Diversity, Equity, and Inclusion (DEI)

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Episode 33: National Retirement Security Month

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Inside the Industry

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Episode 31: The Impact of COVID, Current Trends, and Culture on Advisor Requests for Proposals (RFPs)

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Episode 30: A Mid-Year Check-In for Retirement Plan Sponsors

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The Discretion Decision: 3(21) Versus 3(38), What to Know about Annuities, and Cybersecurity in Retirement Plans

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Fee Benchmarking Trends, What to Know about PEPs, and a Recap on the Market

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Episode 27: Debunking Retirement Myths with Nevin Adams

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Episode 26: WIPN

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The Business of Benefits with Bob Toth

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The Experts Behind the Column – PLANSPONSOR’s Ask the Experts

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Episode 23: E is for ERISA with Christine Roberts

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Social Security Strategies with Mary Beth Franklin

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Making Retirement Cool – J.D. Carlson & Retireholi(k)s

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Perspective and Personality: An ERISA Attorney

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Episode 19: The Pandemic’s Effect on the FIRE Movement

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The Need for Emergency Savings

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Episode 17: The Case for Auto Enrollment

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Episode 16: The Basics of Target Date Funds

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Episode 15: Issues with the CARES Act

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Episode 14: COVID-19 and Retirement Plans

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Episode 13: Revenue Sharing

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Episode 12: The SECURE Act

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WMCHealth Network

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Episode 10: Gonzaga University

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Episode 9: The FIRE Movement

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Episode 8: The State of Oregon PERS Expo

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Episode 7: Missing Participants

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Episode 6: Financial Wellness

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Episode 5: What is a 403(b) Plan?

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Episode 4: Retirement Plans Then and Now – Fees

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Episode 3: Retirement Plans Then and Now – Plan Design & Investments

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Episode 2: Retirement Plans Then and Now – Technology

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Episode 1: The Stock Market Doesn’t Matter