Best Defined Contribution Plans Podcasts (2024)

1
Diversifying for Success with Philip Chao & Bryan Moore | Tao of Chao 22 44:06

6h ago44:06

44:06

In this episode of The Tao of Chao podcast, host Philip Chao switches roles and becomes the guest as he sits down with Bryan Moore for a deep dive into discretionary investment management and the importance of diversification. Philip shares insights into his work advising institutions, including the nuances of behavioral finance and portfolio manag…

1
Episode 67: PIMCO DC Consultant Study 47:12

14d ago47:12

47:12

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 consultants in the country, including advisors at CA…

1
Episode 375 - Gifting and Rollover Strategies 44:08

19d ago44:08

44:08

Retirement planning is not only about saving for your future, but also about leaving a legacy, like an inheritance for your loved ones. But what if there were another way, a tax-saving strategy, other than leaving an inheritance after one’s passing? Dennis is back and ready to discuss Ed Slott’s gifting strategies to help identify those who might w…

1
Episode 373 - Taking Advantage of a Slowing Economy 45:09

19d ago45:09

45:09

On today’s show, get ready for a listening adventure as we discuss ... the economy! Specifically, we’ll talk about navigating the current economy in a world of uncertainty, as well as charitable giving through the lens of the IRA Qualified Charitable Distribution. So, strap on your helmets as we attempt to determine what’s happening and whether we …

1
Exploring Immigration and Migration Policies with Dr. Andrew Selee | Tao of Chao 21 1:04:03

1M ago1:04:03

1:04:03

Join us as we sit down with Dr. Andrew Selee, president of the Migration Policy Institute, to discuss the complexities of immigration and migration policies globally, with a special focus on the United States, Latin America, and the Caribbean. Dr. Selee shares insights from his extensive research, the current state of migration, and the impact of i…

1
Michael Kreps - Entire Tax Code ‘Up for Grabs' 39:30

1M ago39:30

39:30

The 50th anniversary of the Employee Retirement Income Security Act (ERISA) is rapidly approaching, a law that “affects real people every day,” according to Michael Kreps, a principal with Groom Law and chair of its Retirement Services Group. Kreps, a former Senate HELP Committee retirement policy staffer, joins American Retirement Association (ARA…

1
Episode 372 - Positivity and Proactivity 43:19

1M ago43:19

43:19

When discussing the state of the current American economy, we find ourselves at a place in time when negativity and uncertainty seem to take center stage. However, what if there were a glimmer of economic hope within these dark and uncertain times? On today’s show, we hope to illuminate a positive perspective as the United States takes center stage…

1
Episode 371 - Mid-Year Catch-Up to the Fast-Moving Train! 39:44

1M ago39:44

39:44

What? It’s mid-year already? Just yesterday, as my wife Jill and I walked around Boardman Lake, a gentleman reminded us that the days are getting shorter. (His wife, however, was not happy with that!) Being that we’re halfway through the year, we think it’s a great time to cover your frequently asked questions about Social Security, especially conc…

1
Preston Rutledge - ERISA’s Massive Impact on the Retirement Plan Space 45:55

2M ago45:55

45:55

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…

1
Episode 66: Hueler Companies 37:17

2M ago37:17

37:17

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’…

1
The Importance of Fiduciary Responsibilities w/ Todd Levy | Tao of Chao 20 51:08

2M ago51:08

51:08

In the 20th episode of the Tao of Chao podcast, host Philip Chao sits down with Todd Levy, a Managing Director with The Retirement Plan Company, one of the country’s leading independent providers of account recordkeeping, third-party administration, and actuarial services for qualified retirement plans. They analyze the intricate world of fiduciary…

1
Andrew Biggs - Lies and Statistics—What the 401(k) Data Actually Says 1:06:35

2M ago1:06:35

1:06:35

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 …

1
James Klein - ERISA at 50! Where We Are, Where We’re Going 40:52

3M ago40:52

40:52

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

1
Episode 370 - The Fundamentals of Lifetime RMDs 49:15

3M ago49:15

49:15

Do you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today’s show, we’ll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing a missed RMD; death and its impact on the RMD; work plan exceptions; and something called “RMD aggregation.…

1
Episode 369 - The TCJA Sunset! 46:30

3M ago46:30

46:30

Can anything in the tax law sunset? Yes it can! The Tax Cuts and Jobs Act of 2017, which included several major changes and provisions in the tax code, will see a majority of those changes sunset after 2025. For some, this will mean a tax increase. For others (depending on what, if anything, Congress might do), this may not mean much of anything. U…

1
Episode 366 - Taxes and Tech Giants On the New Retirement Radio Horizon 36:44

3M ago36:44

36:44

Having just returned from our jaunt to Indianapolis to imbibe our insatiable need for new tax information, we are loaded for bear (if you will) with the most recent tax information related to IRAs, beneficiaries and the travails the mix of the two can cause. We will share this information to help you to navigate and deal with the ever-changing worl…

1
Episode 368 - Aging, Medical Care and Estate Planning - A Legal Perspective 44:16

3M ago44:16

44:16

On today’s show, elder law attorney Deborah Rysso, of the Rysso Law firm in Traverse City, will discuss navigating all things related to aging, care and estate planning from a legal perspective. Deb has extensive experience with the application of legal documents and how they interact with life’s realities. It’s amazing how interactive the document…

1
Episode 367 - Strategies Regarding Defined Benefit/Contribution Plans and Withdrawals 37:37

3M ago37:37

37:37

On today’s show, Dennis will detail the characteristics of Defined Benefit Plans and Defined Contribution Plans – including their advantages and disadvantages. So if you have questions about your plans, or want to better understand, this show is for you! Because every investor’s needs are different, when planning for retirement, it is essential to …

1
Episode 363 - The Best Laid Plans of Mice and Men 44:20

3M ago44:20

44:20

Today’s show title refers to the old axiom that no matter how well things are planned, unexpected problems may arise. As we age, we may need some help with the details related to our financial lives that only very few can handle. Today’s guests are representatives from Fiduciary Services North. They will discuss the services they provide and unders…

1
Episode 65: Hearts & Wallets 34:33

3M ago34:33

34:33

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 i…

1
The American Manufacturing Renaissance with Michael Underhill | Tao of Chao 19 49:32

3M ago49:32

49:32

Michael Underhill, a trained economist, investment strategist, and investor in the infrastructure space, emphasizes the urgency of two crucial policy areas for the future — energy and immigration. Michael and Philip Chao stress the need for a comprehensive energy policy to prepare for increased energy dependence and a coherent immigration policy to…

1
Episode 64: Brian Graff 37:24

4M ago37:24

37:24

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.

1
Understanding Market Cycles and Macroeconomic Themes: Insights from Franklin Templeton's Experts | Tao of Chao 18 55:22

4M ago55:22

55:22

If you are a student of the market and interested in gaining insights into the cyclical and secular landscape, topics that are highly relevant in today's economic climate, please tune in to this episode of Tao of Chao. The world is always uncertain, and Dr. Onsel Gulbiten offers her view on inflation, interest rate risks, and geopolitical challenge…

1
Tim Hauser - The Final Fiduciary Rule’s Myths and Controversies 1:38:53

4M ago1:38:53

1:38:53

Department of Labor Chief Operating Officer and senior staff member Tim Hauser joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final fiduciary rule, officially called the Retirement Security Rule. This frank and factual conversation between two fiduciary …

1
Aron Szapiro - The Data, Empirical Information Fueling the Final Fiduciary Rule 46:37

5M ago46:37

46:37

Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known. Aron Szapiro, Head of Government Affairs with Morningstar, joins American Retirement Association CEO Brian Graff…

1
Episode 63: Morningstar's Mike Allen on AI 47:10

5M ago47:10

47:10

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. …

1
The Power of Personalization in Retirement Planning with Shawn O’Brien | Tao of Chao 17 57:12

5M ago57:12

57:12

“Personalization” in defined contribution retirement arrangements such as 401(k), 403(b), and 457 plans continues to gain momentum. This is not a fad or a marketing slogan. It is real and does improve outcomes. One way or another, personalization has seeped into our lives by suggesting entertainment, improving comfort in automobiles, saving time in…

1
Episode 359 - Opportunities Abound, but Not Always for the Faint of Heart 38:08

6M ago38:08

38:08

This recent market analysis by Capital Group got our attention: Over the last couple of years, the gap in both returns and valuations between small cap and large cap stocks has expanded against the backdrop of tighter monetary policy. To further summarize, a well-known index is trading near a 20-year low on a relative basis versus large caps. Limit…

1
Episode 358 - Who Knew? 45:01

6M ago45:01

45:01

Amidst all the blather about an election (you remember, right?), where are the opportunities? Today, we’ll discuss the realities markets have historically experienced during an election year, how investors have responded, and the mistakes investors made. Long-time money manager, The Capital Group, will provide us stats going all the way back to 193…

1
Episode 357 - Ch-Ch-Changes! 43:52

6M ago43:52

43:52

On today’s show, we’ll hear about the changes that the Marsh brothers at Bill Marsh Automotive Group are experiencing as they sell their long-held business to Serra Motors. About three years ago, in 2021, the Marsh brothers came on the New Retirement Radio Show to share their experience and knowledge gained over the years with their joint managemen…

1
Episode 356 - Is This Irrational Exuberance? 45:52

6M ago45:52

45:52

Around the turn of the previous century, Alan Greenspan made the following famous and prescient comment regarding the dot-com bubble: “A decline in perceived risk is often self-reinforcing in that it encourages presumptions of prolonged stability and thus a willingness to reach for risk over an ever-more extended time period. History cautions that …

1
Episode 355 - Election Year Investing 41:33

6M ago41:33

41:33

Market volatility can easily occur in an election year, which could affect your personal investments. On today’s show, we will review the Guide to investing in an election year, published by Capitol Group, in order help us all gain a better perspective. We’ll then discuss investors’ biggest questions like, “How can we invest with confidence in an e…

1
Examining Proposed Changes to The Fiduciary Rule with Kevin Walsh | Tao of Chao 16 45:01

6M ago45:01

45:01

The Department of Labor has once again proposed changes to The Fiduciary Rule to expand fiduciary application to those selling investing products and delivering advice to retirement plans. Kevin Walsh, a legal expert in this matter joins Philip Chao to discuss the reasons behind the push and what the DOL is trying to accomplish. There is no questio…

1
Fiduciary Liability with Dan Aronowitz 44:54

6M ago44:54

44:54

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, emphasizin…

1
Michael Davis - Rebutting Academia’s 401(k) Critics 32:31

6M ago32:31

32:31

Defined contribution plans, and 401(k)s specifically, are increasingly under attack, criticized by think tanks and academics for perceived (yet easily refuted) flaws. What—and who—is behind the effort? Are the criticisms resonating and why are they happening now? Does the industry need to do a better job defending itself and are we effectively illu…

1
Episode 354 - There's gold in them thar hills! 42:40

7M ago42:40

42:40

Many of us are familiar with that famous line from Mark Twain’s 1892 novel. In our attempts to deign what's going on in this economy, there is always enough warning for any of us and … of course … plenty of opportunity. Given the current trends we’re seeing in the stock market, especially with some indexes reaching all-time highs, we’re looking for…

1
The Impact of Cultural Differences on Leadership Success with Joy Chen | Tao of Chao 15 47:48

7M ago47:48

47:48

Chinese Americans quickly learn that there are cultural differences between the Eastern and Western business worlds. Today's guest is our bridge between the two. In this podcast episode, Philip Chao interviews Joy Chen, CEO of the Multicultural Leadership Institute. They discuss the importance of cross-cultural communication and the impact of cultu…

1
Kathleen Kennedy Townsend - A Lively Defined Contribution Debate 46:20

7M ago46:20

46:20

‘Retirement provocateur’ Kathleen Kennedy Townsend played an instrumental role in the debate over retirement issues, resulting in significant policy ideas. A founder of the Georgetown University Center for Retirement Initiatives, the 40-year political veteran and former Maryland Lieutenant Governor joins American Retirement Association CEO Brian Gr…

1
Peter Brady - How to Counter the Latest Attacks on the 401(k) Savings System 38:14

7M ago38:14

38:14

Academics are on the march, coming for the defined contribution retirement savings system with policy prescriptions that would fundamentally change employer-sponsored plans and what they’re designed to do. The system is failing; it only benefits the wealthy and doesn’t produce adequate retirement income, which is the chorus of commonly heard critic…

1
Caregivers and Retirement Readiness with Greenwald Research 27:48

7M ago27:48

27:48

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 hou…

1
Episode 353 - Hot Off the Press! Change is Afoot! 43:59

8M ago43:59

43:59

For the Sherlock Holmes aficionados in our audience, Sherlock would say, “Watson, the game is afoot!” This would often take them to new adventures of investigation. Today’s new adventure is planning for ever larger IRA balances and the impact this can have on you and your loved ones, given the stock market run we’re having, and key new IRA rulings …

1
Episode 352 - Life Can Be Hard 44:12

8M ago44:12

44:12

John Wayne once said, “Life is hard if you’re stupid.” For investors, this means being wary of a whole lot of the information disseminated by the popular media of today. Today, we’ll be working with solid data to keep our focus on the information we know is certain. In that light, we’ll cover the economic news of the day from our primary research s…

1
Episode 351 - New Year, New Changes 44:28

8M ago44:28

44:28

Welcome to 2024! We are excited for the New Year! Some say that the more things change, the more they remain the same. Well, a lot of things are changing in Traverse City and elsewhere on the ownership front as the Baby Boomer generation continues their respective exit(s) and begins to head for the door. As so many businesses are changing hands, we…

1
Episode 350 - Taxes and Year-End Planning 42:12

8M ago42:12

42:12

Today on New Retirement Radio, CPA Jon Sluis joins us as we discuss year-end tax planning, IRAs, and the case coming before the Supreme Court next June, deciding whether or not Congress can tax unrealized gains. Taxing unrealized gains may sound like something you’d see in Russia or hear about in fifth grade as a lofty aphorism. Apparently, however…

1
Episode 349 - The Life of Charles Munger: An Incredibly Successful Businessman 32:35

8M ago32:35

32:35

On this week’s show, we will honor the legacy of Charlie Munger, Vice President of Berkshire Hathaway, who passed away on November 28. His road to success was one where he started from nothing and achieved what very few others have by sheer hard work, associating with the best people he could, sprinkled in with significant talent honed over the yea…

1
Plan Sponsor Predictions for 2024 20:18

8M ago20:18

20:18

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 Depar…

1
Episode 348 - Estate Planning to Avoid Tax Consequences 42:30

9M ago42:30

42:30

A recent headline on a story of James Caan’s estate read, “Estate of James Caan Whacked in Tax Case.” As you might guess, there is a lot to learn from others’ misfortunes. In this case, some unfortunate planning and advice put James Caan and his estate on the wrong side of the IRS. In the end, his estate owed almost $1 million in taxes and penaltie…

1
Auto-Portability with Neal Ringquist 22:49

10M ago22:49

22:49

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: Stream…

1
Episode 347 - Year-Ending Charitable Planning and Smart Giving 43:32

10M ago43:32

43:32

Giving can be a good thing, so on today’s show we’ll discuss how you might do that and where might be the best place to utilize those funds. We’ll also continue by reviewing some deep and complex questions financial advisors asked Ed Slott at a recent conference in September. These questions will help with the everyday issues advisors are facing wi…

1
Episode 346 - Getting Ever Closer to 2024! 44:04

10M ago44:04

44:04

As we near the end of 2023, which is only about seven weeks out (can you believe it!?), it’s time to focus on end-of-the-year financial planning strategies as well as what’s in store for 2024. On this week’s show, we’ll discuss Ed Slott’s most recent newsletter, and questions to Ed from financial advisors at his most recent Successful IRA workshop.…

Podcasts Worth a Listen

Defined Contribution Plans Podcasts

Podcasts Worth a Listen

Quick Reference Guide