Nội dung được cung cấp bởi CAPTRUST. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được CAPTRUST hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…
Nội dung được cung cấp bởi CAPTRUST. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được CAPTRUST hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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.
Nội dung được cung cấp bởi CAPTRUST. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được CAPTRUST hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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.
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.…
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.
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 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.…
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 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.…
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.…
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 small companies and how it’s helped organizations of all sizes fulfill their fiduciary responsibilities. The trio also review the RFP process for engaging an outside provider. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .…
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, hosts Jennifer Doss and Pete 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. See how this platform, and others like it, could help lighten the load for plan sponsors and reduce financial stress for plan participants Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.…
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 retirement—including the surprise of retiring earlier than intended. They also explore some of the ways retirement plan sponsors can improve the services, benefits, and plans they offer, whether through advances in technology or by making money talks less intimidating. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .…
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.
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 participant experiences, and operational efficiencies. Highlights include: practical application of AI tools and their potential impact on retirement planning benefits of leveraging AI to enhance participant experiences and streamline backend processes challenges plan sponsors will face when it comes to governance The episode ends with practical tips from Mike Webb for enhancing the 5500 annual report filing process for ERISA retirement plan sponsors. Subscribe to Revamping Retirement for more episodes with insights for plan sponsors. Note: Mike Allen is an employee of Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.…
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 recent trends in retirement plan litigation, emphasizing a shift in the types of cases being filed and the implications for plan sponsors. The significance of having a robust fiduciary process and how it can mitigate litigation risks. This includes the choice between active and passive investment options, the importance of monitoring record-keeping and investment fees, and the strategic use of fiduciary insurance. A deep dive into fiduciary liability insurance, detailing what it covers, who should have it, and how it can protect plan sponsors from claims of breach of duty. Discussion on specific risk factors that can make a retirement plan more susceptible to litigation and how these factors influence the underwriting process for fiduciary liability insurance. Later, Mike Webb discusses the differences between reporting and disclosure for retirement plan sponsors in this month’s Minute with Mike. Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.…
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 employers and benefits providers, such as reduced work hours, job changes for flexibility, and financial strain. The episode also covers the landscape of retirement benefits more broadly, including trends to expand offerings for employee well-being, such as mental health and financial wellness programs. Later, Mike Webb talks about plan fees in this month’s Minute with Mike. Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.…
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 QDIA solutions An increase in regulation from the Department of Labor and IRS Subscribe to Revamping Retirement for more episodes with insights for plan sponsors. Last Month’s Episode: Episode 59: 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 and the plan sponsor. These benefits include: Streamlining the system, leading to increased average account balances over time Reducing administrative hassles associated with managing multiple accounts Reducing cash-out leakage, especially for individuals with lower incomes Improving retirement outcomes for participants by retaining balances In Minute with Mike , Mike Webb talks about retirement plan eligibility for part-time employees. Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.…
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