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“How America Saves,” with Vanguard

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Manage episode 366704466 series 2956584
Content provided by CAPTRUST. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAPTRUST or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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, Mike Webb covers Roth catch-up contributions in his SECURE 2.0 series of this month’s Minute with Mike.

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.

  continue reading

65 episodes

Artwork
iconShare
 
Manage episode 366704466 series 2956584
Content provided by CAPTRUST. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAPTRUST or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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, Mike Webb covers Roth catch-up contributions in his SECURE 2.0 series of this month’s Minute with Mike.

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.

  continue reading

65 episodes

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