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Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it’s an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans.
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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 topi ...
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Taking the concept from Brian Lamb's long running Booknotes TV program, the podcast offers listeners more books and authors. Booknotes+ features a mix of new interviews with authors and historians, along with some old favorites from the archives. The platform may be different, but the goal is the same – give listeners the opportunity to learn something new.
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This Booknotes+ podcast is a repeat of a Q&A program from November 4, 2015. The featured guest, Ronald Feinman, is the author of the book "Assassinations, Threats, and the American Presidency," in which he examines attempts on the lives of presidents and presidential candidates throughout history. Learn more about your ad choices. Visit megaphone.f…
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ERISA turns 50 on Labor Day. It’s older, wiser, and still looks great. What has been its most significant impact on the ability of America’s workers to save? Preston Rutledge joins American Retirement Association CEO Brian Graff for a comprehensive look back and ahead. Rutledge, founder and principal of Rutledge Policy Group, knows the subject well…
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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’…
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Rupert William Simon Allason was a Conservative member of the British House of Commons from 1987 and 1997. However, he's best known around the world as Nigel West, military historian and journalist specializing in security and intelligence matters. During the recent commemoration of the 80th anniversary of the Normandy landings, Nigel West's name s…
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Former high-ranking Social Security Administration official and retirement policy gadfly Andrew Biggs joins American Retirement Association CEO Brian Graff for a frank discussion about the data fueling the 401(k) debate. Biggs, a frequent financial media critic of ‘retirement crisis’ sensationalism, explains the retirement readiness disconnect—and …
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On Saturday, June 8th, 2024, the headline in the Wall Street Journal Saturday review section read: "The Hidden Life of Google's Secret Weapon." The author was Brody Mullins, a veteran investigative reporter for the Journal. The series ran over 3 days. The focus was on a man named Joshua Wright, a lawyer and former law professor at George Mason Univ…
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The bipartisan nature of retirement plan legislation is key to its success. American Benefits Council President Jim Klein, the “OG” of retirement plan policy, joins Brian Graff for an in-depth discussion of retirement saving, healthcare and how ERISA—which turns 50 this year—has impacted both.By James Klein
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Robert Schmuhl is the Walter Annenberg-Edmund Joyce Chair Emeritus in American Studies and Journalism at the University of Notre Dame. He has often written about the American presidency. His newest book is "Mr. Churchill in the White House: The Untold Story of a Prime Minister and Two Presidents." Prof. Schmuhl says both Roosevelt and Eisenhower ev…
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On January 16, 2024, after nearly 30 years, David Tatel retired as a judge on the Circuit Court of Appeals for the District of Columbia. On the cover of his new memoir is a photo of Judge Tatel in his black robe with his dog Vixen standing on his left side. The book is titled "Vision: A Memoir of Blindness and Justice." He says he wrote the book to…
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