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Aug 21, 2023 32 min

Participant First With SUNY

from Revamping Retirement Hosted by CAPTRUST

In episode 55 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Michael Consorte, director of university-wide benefits for SUNY. Michael shares his expertise in retirement program management, participant engagement, and adapting offerings to meet participant needs. Michael emphasizes the importance of adopting a participant-centric approach. He discusses three main participant groups—those who are risk-averse, those who want to manage their investments, and those who want to make their own choices but lack expertise—and how SUNY tailors its benefits to address the needs of each group. Later, Mike Webb covers the importance of a plan document. Subscribe to Revamping Retirement for more episodes with insights for plan sponsors. Under the Investment Advisers Act of 1940, this podcast is defined as an advertisement and includes an uncompensated testimonial by a CAPTRUST client. Please be advised that clients' experiences as described in the podcast do not necessarily represent the experience of other clients.

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Participant First With SUNY

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This episode is 32 minutes long.

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This episode was published on August 21, 2023.

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