Best Definedcontribution Podcasts (2024)

1
Episode 65: Hearts & Wallets 34:33

2d 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
Episode 64: Brian Graff 37:24

29d 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
Episode 63: Morningstar's Mike Allen on AI 47:10

2M 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
Fiduciary Liability with Dan Aronowitz 44:54

3M 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
Caregivers and Retirement Readiness with Greenwald Research 27:48

4M 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
Plan Sponsor Predictions for 2024 20:18

5M 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
Auto-Portability with Neal Ringquist 22:49

6M 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
Inequities in Retirement: SECURE 2.0 and More with Dr. Nari Rhee 33:30

7M ago33:30

33:30

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 workers in the U.S. retirement system, particularly in t…

1
Student Loans with Candidly 23:42

8M ago23:42

23:42

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 restart of student loan payments, SECURE 2.0 and its impac…

1
Holistic Financial Wellness with Kimley-Horn 25:32

9M ago25:32

25:32

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, especially for its younger employees, providing educational …

1
Participant First With SUNY 32:06

10M ago32:06

32:06

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-ce…

1
Mid-Year Check-In and Market Update 29:25

11M ago29:25

29:25

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 sponsors now and in the near future. Later, Mike Web…

1
“How America Saves,” with Vanguard 33:20

1y ago33:20

33:20

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 financial advice programs, savings rates, and more. Later, …

1
Millennials and Retirement with Katie Gatti Tassin 36:42

1y ago36:42

36:42

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 personal finance goals and salary negotiations. With…

1
Catching up with John Sullivan, American Retirement Association 28:34

1y ago28:34

28:34

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 Investment Advisor magazines and retirement editor of ThinkAd…

1
Trends in Advice and Wellness with Chris Whitlow 21:51

1y ago21:51

21:51

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 wellness, and why it’s the topic of conversation among r…

1
SECURE 2.0: A Recordkeeper’s Perspective 22:25

1+ y ago22:25

22:25

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 seemingly simple question: What do you focus on first? From r…

1
Breaking Down SECURE 2.0 Act 32:31

1+ y ago32:31

32:31

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 legislation and potential benefits to participants. Jennif…

1
Best of 2022 29:06

1+ y ago29:06

29:06

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 the importance of participant communication, the podca…

1
HSAs for Employers with Alegeus 36:24

1+ y ago36:24

36:24

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 the Medicare Prescription Drug, Improvement, and Mode…

1
Cybersecurity for Plan Sponsors and Participants 29:15

1+ y ago29:15

29:15

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 plan sponsors to understand and evaluate cybersecuri…

1
Effective Participant Communication Matters 26:27

1+ y ago26:27

26:27

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 about why effective communication requires plan sponsors …

1
The Legislative Landscape and a Regulatory Recap 28:07

2y ago28:07

28:07

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 retirement plan advisors to engage with key policymakers an…

1
Save More Tomorrow 2.0: Harnessing Inertia with Dr. Shlomo Benartzi 43:19

2y ago43:19

43:19

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 help employees increase their saving rates gradually ov…

1
A Mid-Year Check-In for Retirement Plan Sponsors 23:27

2y ago23:27

23:27

In episode 41 of Revamping Retirement, Jennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better know…

1
Retirement Industry Research: Insights for Plan Sponsors 43:58

2y ago43:58

43:58

In episode 40 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Shawn O’Brien, associate director of retirement research at Cerulli Associates, a strategic consulting and market research group focused on the financial services industry. With extensive research across industry stakeholders—from plan sponsors and participants to…

1
A Tumultuous Start to 2022 24:41

2y ago24:41

24:41

In many regards, this year is off to a turbulent start. From the war in Eastern Europe and its effects on the markets and economy to continuing inflation and labor market concerns to retirement-related regulatory and legislative developments, there is no shortage of headlines for plan sponsors to consume. In episode 38 of Revamping Retirement, Jenn…

1
The MIT Age Lab and the Workplace of the Future 28:35

2+ y ago28:35

28:35

In episode 38 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by John Diehl, director of applied insights at Hartford Funds on behalf of the Massachusetts Institute of Technology (MIT) Age Lab. The Age Lab is a multidisciplinary research program that works with businesses, nonprofits, and the government to understand the challe…

1
DEI: Why Checking the Box Isn't Enough 26:00

2+ y ago26:00

26:00

In episode 37 of Revamping Retirement, Jennifer Doss and Scott Matheson sit down with Rosalyn Brown, equity, diversity, and inclusion director for We Inspire Promote Network (WIPN) to discuss why creating a culture of inclusivity can help differentiate organizations in a tight labor market. Rosalyn talks about the importance of looking at retiremen…

1
Episode 36: Maximizing Benefits in a Tight Labor Market 33:39

2+ y ago33:39

33:39

In episode 36 of Revamping Retirement, Jennifer Doss and Scott Matheson tackle one of the predominant themes of 2022—the tight labor market. As organizations react to the newest supply chain issue, many retirement plan sponsors are scrambling to understand what they can do to differentiate their retirement plan in an effort to recruit and retain ta…

1
Episode 35: The Washington Outlook: Plan Sponsor Implications 36:22

2+ y ago36:22

36:22

In episode 35 of Revamping Retirement, our hosts are joined by Jeff Bush, a Washington insider known for his ability to decode the often confusing tax and fiscal legislative landscape. Jeff provides an overview of what we can expect out of Washington in 2022—including a breakdown of the Infrastructure Investment and Jobs Act (IIJA) and what the Sen…

1
Episode 34: A Plan Sponsor’s Passion for Diversity, Equity, and Inclusion (DEI) 42:47

2+ y ago42:47

42:47

In episode 34 of Revamping Retirement, our hosts are joined by Sarah Harris and Jenn McCabe from Armanino, one of the top-25 largest accounting and business consulting firms in the U.S. Armanino is challenging the status quo by tackling the diversity, equity, and inclusion (DEI) conversation head-on—with transformative results. Sarah and Jenn share…

1
Episode 33: National Retirement Security Month 54:19

2+ y ago54:19

54:19

Did you know that October is National Retirement Security Month? In episode 33 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Matt Petersen, executive director of the National Association of Government Defined Contribution Plans (NAGDCA), the sponsoring organization of National Retirement Security Month (NRSM). Matt talks about…

1
Episode 32: Inside the Industry 30:44

2+ y ago30:44

30:44

In a special edition of Revamping Retirement, Jennifer Doss hosts live from the National Association of Plan Advisors (NAPA) 401(k) Summit in Las Vegas, alongside Phyllis Klein, senior director of Retirement Plan Services at CAPTRUST. Joining our hosts are two of the industry’s most prominent ERISA attorneys: Fred Reish, partner in the Benefits & E…

1
Episode 31: The Impact of COVID, Current Trends, and Culture on Advisor Requests for Proposals (RFPs) 30:01

3y ago30:01

30:01

In episode 31 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Greg Middleton, Senior Director of Business Development and Sales Enablement at CAPTRUST, to discuss his recent webinar on advisor requests for proposals (RFPs). Middleton provides unique industry perspective on why challenging times often drive plan sponsors to asses…

1
Episode 30: A Mid-Year Check-In for Retirement Plan Sponsors 34:42

3y ago34:42

34:42

In episode 30 of Revamping Retirement, Jennifer Doss and Scott Matheson circle back on her predictions for 2021 and discuss where the retirement industry sits at the halfway mark of this year. Find out how plan sponsors are reacting to the increased interest in environmental, social, and governance (ESG) investing and regulatory ambiguity, what the…

1
Episode 29: The Discretion Decision: 3(21) Versus 3(38), What to Know About Annuities, and Cybersecurity in Retirement Plans 35:04

3y ago35:04

35:04

In episode 29 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Jenny Eller, Principal at Groom Law Group and co-head of the firm’s Retirement Services and Fiduciary Practice. Jenny shares her perspective on plan sponsor considerations for selecting a nondiscretionary or discretionary advisor, the reasons behind the trend towa…

1
Episode 28: Fee Benchmarking Trends, What to Know about PEPs, and a Recap on the Market 32:10

3y ago32:10

32:10

In episode 28 of Revamping Retirement, Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson, who lead the employer-sponsored retirement plan practice at CAPTRUST. The two discuss CAPTRUST’s recent fee benchmarking webinar, including the future of fees, structuring fees to make retirement plans more attractive, and what tops the li…

1
Episode 27: Debunking Retirement Myths with Nevin Adams 21:49

3y ago21:49

21:49

In episode 27 of Revamping Retirement, Mike Webb is joined by Nevin Adams, chief content officer of the American Retirement Association (ARA). In addition to curating content, Adams serves as a prolific author of ARA’s publications. Adams has gained notoriety for correcting many of the common retirement misconceptions perpetuated by the media—an ar…

1
Episode 26: WE | Inspire | Promote | Network (WIPN) 14:55

3y ago14:55

14:55

In episode 26 of Revamping Retirement, Mike Webb chats with Jennifer Norr, President of WE | Inspire | Promote | Network (WIPN), formerly known as the Women in Pensions Network, to discuss the organization’s mission, the impact of COVID on women in the workplace, and what WIPN’s recent research findings identify as the key areas for improvement to …

1
Episode 25: The Business of Benefits with Bob Toth 21:12

3+ y ago21:12

21:12

In episode 25, Mike Webb chats with, Bob Toth, author of the popular Business of Benefits blog and founder of Toth Law and Applied Pension Professionals. With more than 35 years of experience practicing employee benefits law, Bob Toth is an expert to the experts - particularly in the areas of 403(b) plans and annuity products. Mike and Bob discuss …

1
Episode 24: The Experts Behind the Column - PLANSPONSOR's Ask the Experts 22:48

3+ y ago22:48

22:48

In episode 24, Mike Webb chats with David Levine, Principal at Groom Law Group, and Rebecca Moore, Managing Editor of PLANSPONSOR Digital, to discuss the popular and long-running PLANSPONSOR Ask the Expert column. With more than a decade worth of plan sponsors questions answered by industry experts, the column continues to be one of the most popula…

1
Episode 23: E is for ERISA with Christine Roberts 19:36

3+ y ago19:36

19:36

In episode 23, Mike Webb chats with Christine Roberts, a prominent ERISA attorney and author of the popular E is for ERISA blog. Christine shares the backstory of her blog, the "DB-ification" trend in defined contribution retirement (DC) plans and the movement toward more employer-control versus employee discretion of DC plans to better provide a s…

1
Episode 22: Social Security Strategies with Mary Beth Franklin 20:41

3+ y ago20:41

20:41

In episode 22, Mike Webb chats with Mary Beth Franklin, contributing editor to InvestmentNews and a nationally recognized expert on Social Security claiming strategies. Sharing the current funding concerns and potential future reforms for social security, Mary Beth provides tips on when to claim and when to delay social security benefits in order t…

1
Episode 21: Making Retirement Cool - J.D. Carlson & the Retireholi(k)s 21:36

3+ y ago21:36

21:36

In episode 21, Mike Webb chats with arguably one of the coolest guys in retirement, J.D. Carlson. Learn how J.D. went from surf shop owner to CEO of TPA firm Plan Design Consultants, Inc., and host of the notorious Retireholi(k)s, a weekly show where retirement industry professionals notoriously get together for a few beers and "talk shop".…

1
Episode 20: Perspective and Personality: An ERISA Attorney 22:29

3+ y ago22:29

22:29

Let's face it, for most, ERISA and retirement plan law can be somewhat dull. However, this episode's Revamping Retirement guest has found a way to weave sports, pro-wrestling, soap operas and general '70s and '80s pop culture into his practice. Ary Rosenbaum practices ERISA and retirement plan law at The Rosenbaum Law Firm P.C. and is also known by…

1
Episode 19: The Pandemic's Effect on the FIRE Movement 25:37

4y ago25:37

25:37

In episode 19, Mike Webb chats, once again, with J.Money, an award-winning personal finance blogger, about the impact of the pandemic on the FIRE (Financial Independence, Retire Early) movement. FIRE (Financial Independence, Retire Early) is a lifestyle movement that embraces the goal of achieving financial independence by decreasing spending and/o…

1
Episode 18: The Need for Emergency Savings 32:29

4y ago32:29

32:29

According to a recent survey, more than 70% of employees would have some level of financial difficulty if their next paycheck was delayed by one week. Thus, the need for emergency savings to cover unforeseen expenses is clear. But how can employers encourage their participants to take control of their own financial wellness? One option, growing in …

1
Episode 17: The Case for Auto-Enrollment 9:55

4y ago9:55

9:55

Automatic enrollment has gained significant traction over the past two decades, with nearly 71% of plans with 1000 or more participants utilizing the feature. Two recent studies by Vanguard and John Hancock share statistical data that helps highlight the overwhelming case for auto-enrollment as a defined contribution retirement plan strategy. In ep…

1
Episode 16: The Basics of Target Date Funds 11:31

4y ago11:31

11:31

Target date funds have experienced increasing popularity and growth in recent years, becoming an important investment option in many defined contribution retirement plans. In episode sixteen, Mike Webb gets back to the basics to discuss the two primary types of target date funds - "off the shelf" and customized - and shares the key components used …

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