Revamping Retirement
by CAPTRUST
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 break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we'll explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement.Hosted by CAPTRUST's Defined Contribution Practice Leader Jennifer Doss and CAPTRUST's institutional business head, Scott Matheson, the two provide the unique perspective of overseeing the retirement plan practice at one of the largest registered investment advisors in the U.S. To learn more about CAPTRUST, visit captrust.com.
Episodes
-
Episode 91: Who Really Benefits from 401(k) Tax Incentives?
In this episode of Revamping Retirement, host Matt Patrick welcomes American Retirement Association Chief Government Affairs Officer Will Hansen to discuss new research on who benefits from 401(k) tax incentives. Hansen shares findings that challenge the perception that retirement plan tax…
more -
Episode 90: Ask an ERISA Attorney
In this episode of Revamping Retirement, Audrey Wheat and Jennifer Doss sit down with ERISA Attorney Brandon Long of McAfee & Taft for a wide-ranging discussion on the issues shaping today's retirement plan landscape. Brandon shares insights on DOL enforcement priorities, the proposed designated...
-
Episode 89: Not All Indexes Are Created Equal
The SpaceX IPO captured investors' attention, but many were surprised to learn that a company's size doesn't automatically translate to a large stock market index weight. In this Revamping Retirement episode, Northern Trust's Austin Guy sits down with CAPTRUST's Jennifer Doss and Pete Ruffel to...
-
Episode 88: Keeping Up with AI
Artificial intelligence is evolving rapidly, and its impact is being felt across the retirement industry and beyond. In this episode of Revamping Retirement, Matt Patrick and Jennifer Doss sit down with Lucas Erb, AI strategist and founder of AI Experts, to discuss how businesses can develop AI...
-
Episode 87: What 401(K) Audits Really Mean for Plan Sponsors
In episode 87 of Revamping Retirement, CAPTRUST's Jennifer Doss and Pete Ruffel explore the realities of 401(k) audits, featuring guest Brad Bartels, partner at MUN CPAs, with decades of experience in the field. The conversation breaks down the purpose of retirement plan audits, emphasizing that...
-
Episode 86: Choosing the Right Retirement Plan Advisor
In this episode of Revamping Retirement, CAPTRUST's Audrey Wheat and Matt Patrick sit down with Jake Connors of Cofi to discuss how independent search consultants can help plan sponsors navigate one of their most important fiduciary decisions—selecting a retirement plan advisor. The conversation...
-
Episode 85: What the DOL's New Fiduciary Proposal Means for Plan Sponsors
In this episode of Revamping Retirement, Pete Ruffel and Jennifer Doss sit down with Kelsey Mayo, Chief of Retirement Policy and Regulatory Affairs at the American Retirement Association, to unpack the Department of Labor's newly proposed rule on fiduciary duties and the selection of designated...
-
Episode 84: Rethinking Retirement Income
In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick are joined by Benny Goodman of the TIAA Institute to unpack what retirement income really means for individuals and for plan sponsors. The conversation explores the shift from saving to spending, the role of Social Security…
more -
Episode 83: What Employees Really Want from Financial Wellness
In this episode of Revamping Retirement, hosts Matt Patrick and Pete Ruffel unpack insights from CAPTRUST's first annual Financial Wellness Survey. They're joined by Chris Whitlow and Cat Ellis, who break down the evolving landscape of financial stress, engagement trends, and what employees truly...
-
Episode 82: Navigating Market Shifts with Jim Underwood
In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick sit down with Jim Underwood, CAPTRUST's head of portfolio management, to unpack the latest trends shaping financial markets and what they mean for retirement plan sponsors. From Federal Reserve rate cuts and inflation…
more -
Episode 81: Portability Services Network Update with Neal Ringquist
In this episode of Revamping Retirement, hosts Audrey Wheat and Peter Ruffel welcome back Neal Ringquist, executive vice president and chief revenue officer of Retirement Clearinghouse, for a deep dive into auto portability and the Portability Services Network (PSN). Neal explains how auto...
-
Episode 80: DC Plan Trends with T. Rowe Price
In this episode of Revamping Retirement, CAPTRUST's Matt Patrick and Audrey Wheat are joined by Jessica Sclafani, senior defined contribution strategist at T. Rowe Price, to unpack key findings from the 2025 DC Consult Study. Sclafani highlights the slow but steady shift toward actionable...
-
Navigating Retirement Plan Risks
In this episode of Revamping Retirement, hosts Audrey Wheat and Pete Ruffel welcome Eric Dyson, executive director at 90 North Consulting, who offers strategic guidance for plan sponsors on fiduciary governance, investment oversight, and enhancing participant outcomes. The discussion delves into...
-
Episode 78: Evaluating Private Market Investments in Retirement Plans
In episode 78 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market investments—such as private equity and private credit—within defined contribution (DC) plans. They discuss...
-
Episode 77:What the Supreme Court's ERISA Decision Means for Retirement Plans
In Episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell Supreme Court decision on ERISA prohibited transactions. The episode delves into the nuances of ERISA's...
-
Episode 76: Fi360
In episode 76 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick delve into how AI is transforming the retirement planning industry with guest John Faustino from Fi360. John shares how AI is helping to enhance advisor efficiency, create tailored investment strategies, and improve...
-
Episode 75: Steven Horner on Fixed Income Solutions
In this episode, hosts Matt Patrick and Jennifer Doss discuss capital preservation investments with Steven Horner, fixed income portfolio manager at Franklin Templeton. Steven explains the differences between stable value and money market funds, emphasizing that stable value funds can offer…
more -
Episode 74: Scott Eckel
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,...
-
Episode 73: Jessica Dickler on Navigating Financial Influencers
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...
-
Episode 72: Plan Sponsor Predictions for 2025
How well did your hosts 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), the team delivers an insightful forecast for 2025.
-
Episode 71: Litigation Trends with Bonnie Treichel
Bonnie Treichel, founder and chief solutions officer of Endeavor Retirement, joins hosts Jennifer Doss and Pete Ruffell 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...
-
Episode 70: Accenture and Retirement Recordkeeping
The retirement recordkeeping space has experiences 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...
-
Episode 69: Fidelity and SECURE 2.0
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...
-
Episode 68: Bruce Harrington of Pentegra
In Episode 68 of Revamping Retirement, 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...
-
Episode 67: PIMCO DC Consultant Study
For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting 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...
-
Episode 66: Hueler Companies
A solution that gives retirees lifetime income, and plan sponsors less on their plates. 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,...
-
Episode 65: Hearts & Wallets
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...
-
Episode 64: Brian Graff
Brian Graff, the CEO of the American Retirement Association, unpacks the 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.
-
Episode 63: Morningstar's Mike Allen on AI
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...
-
Fiduciary Liability with Dan Aronowitz
In the latest episode of Revamping Retirement, Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary. The three dive into litigation trends, particularly in navigating the complexities of fiduciary liability and underwriting. Highlights include: An overview of...
-
Caregivers and Retirement Readiness with Greenwald Research
This month on Revamping Retirement, Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research. The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often aren't addressed by...
-
Plan Sponsor Predictions for 2024
This month on Revamping Retirement, Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel. The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution space. Predictions include: Recordkeeper consolidation Expanded…
more -
Auto-Portability with Neal Ringquist
This month, CAPTRUST's Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse. In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant...
-
Inequities in Retirement: SECURE 2.0 and More with Dr. Nari Rhee
This month, CAPTRUST's Jennifer Doss and Matt Patrick are joined by Dr. Nari Rhee, director of the Retirement Security Program at the UC Berkeley Labor Center. In this conversation, which focuses on labor and retirement issues, Dr. Rhee emphasizes the challenges faced by low and middle-income...
-
Student Loans with Candidly
In this month's episode of Revamping Retirement, Jennifer Doss and Dawn McPherson sit down with Amber Moulder and James Sheridan from Candidly. Candidly is a financial wellness platform focused on addressing student loan debt, emergency savings, retirement, and more. This episode covers the…
more -
Holistic Financial Wellness with Kimley-Horn
In this month's episode of Revamping Retirement, Jennifer Doss talks with Kimberly Plessinger and David McEntee from Kimley-Horn. They discuss the company's financial wellness initiatives, including benefits and retirement plans. Kimley-Horn places a strong emphasis on financial wellness,...
-
Participant First With SUNY
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...
-
Mid-Year Check-In and Market Update
This month, Jennifer Doss and Dawn McPherson look back on the first half of the year, including a mid-year market update with CAPTRUST's Kevin Fieldman, director of investment research. Listen to learn more about market volatility, inflation, and some SECURE 2.0 provisions that are affecting plan...
-
"How America Saves," with Vanguard
This month, Jennifer Doss and Scott Matheson are joined by David Stinnett, principal of strategic retirement consulting at Vanguard. Stinnett breaks down the 22nd annual "How America Saves" report, which covers trends in retirement plan design and participant behavior, including the use of...
-
Millennials and Retirement with Katie Gatti Tassin
This month, Katie Gatti Tassin of Morning Brew's Money with Katie show joins CAPTRUST's Jennifer Doss and Scott Matheson on Revamping Retirement. Tassin is known for her financial expertise focused on the millennial generation and covering topics from long-term savings and 401(k) contributions to...
-
Catching up with John Sullivan, American Retirement Association
In episode 51 of Revamping Retirement, Scott Matheson and Dawn McPherson are joined by John Sullivan, chief content officer at the American Retirement Association. John has more than 25 years' experience covering financial markets in roles such as editor-in-chief of 401(k) Specialist and…
more -
Trends in Advice and Wellness with Chris Whitlow
In episode 50 of Revamping Retirement, Jennifer Doss and Dawn McPherson talk with Chris Whitlow, CAPTRUST senior director of advice and wellness. Before joining CAPTRUST, Chris founded Edukate, a digital financial wellness platform. The three talk through what's trending in terms of financial...
-
SECURE 2.0: A Recordkeeper's Perspective
In this month's episode of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Vanguard Senior ERISA Consultant Janet Luxton to unpack SECURE 2.0 from a recordkeeper's perspective. The three look at what's required versus what is optional in the legislation, as well as a…
more -
Breaking Down SECURE 2.0 Act
In this month's episode of Revamping Retirement, Jennifer and Scott are joined by Dawn McPherson, CAPTRUST's director of retirement plan consulting. Listen as the team breaks down SECURE 2.0 Act, which passed at the end of 2022, including their favorite—and not so favorite—provisions of the...
-
Best of 2022
On this month's Revamping Retirement, Jennifer Doss and Scott Matheson look back at 2022 and recap the year's most popular episodes. In the final episode of 2022, Jennifer and Scott discuss their favorite Revamping Retirement episodes of the year. From the changing landscape of the workforce to…
more -
HSAs for Employers with Alegeus
On this month's Revamping Retirement, Scott Matheson and Jennifer Doss are joined by Lindsay Barnard, senior product manager at Alegeus, to discuss trends in today's Health Savings Account (HSA) industry. The health savings account (HSA) has only been around since 2003, thanks to an amendment to...
-
Cybersecurity for Plan Sponsors and Participants
On this month's Revamping Retirement, Scott Matheson is joined by guest host Audrey Wheat, Manager of Vendor Analysis at CAPTRUST, along with Jon Atchison, senior lead of governance, risk, and compliance. In honor of National Cybersecurity Awareness month, the trio discuss the need for retirement...
-
Effective Participant Communication Matters
On this episode of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Debra Gates, CAPTRUST manager of advice & wellness. Debra shares her thoughts on why employees are increasingly looking to employers for guidance on financial wellness and retirement readiness. She also talks…
more -
The Legislative Landscape and a Regulatory Recap
In episode 43 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Dawn McPherson, CAPTRUST's director of retirement plan consulting. Jennifer and Dawn recently attended the National Association of Plan Advisors (NAPA) D.C. Fly-In Forum, which provides an opportunity for...
-
Save More Tomorrow 2.0: Harnessing Inertia with Dr. Shlomo Benartzi
In episode 42 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Dr. Shlomo Benartzi, a behavioral economist widely known for the Save More Tomorrow (SMarT) program, which he pioneered with Nobel Laureate Dr. Richard Thaler. Save More Tomorrow is a behavioral nudge designed to…
more
About this show
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 break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we'll explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement.Hosted by CAPTRUST's Defined Contribution Practice Leader Jennifer Doss and CAPTRUST's institutional business head, Scott Matheson, the two provide the unique perspective of overseeing the retirement plan practice at one of the largest registered investment advisors in the U.S. To learn more about CAPTRUST, visit captrust.com.
Hosted by
CAPTRUST