Episode 23: What are the Benefits and Challenges of Pooled Funding and Risk-Sharing in Collective Defined Contribution (CDC) Plans?
The State of Retirement: Shaping the Future
Release Date: 06/18/2021
Episode 50: Are Choice Simplicity and Flexibility Key to the Design of Lifetime Income Solutions?
The State of Retirement: Shaping the Future
Rebecca Tadikonda, Executive Vice President, Strategy and Innovation, Athene, discusses the challenges individuals face saving for retirement, the importance of lifetime income, what savers say they want and need when managing their income once they retire, and how the industry is innovating with products designed to respond to these wants and needs. Athene is a general supporter of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guest and do not reflect any policy or position of the Center for Retirement Initiatives.
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Episode 49: Social Security Claiming Timing and Older Adults’ Financial Wellbeing (Webinar Audio)
The State of Retirement: Shaping the Future
Listen to the audio of this one-hour webinar held on April 30, 2025 to learn more about the on this topic and hear from experts about the importance of Social Security claiming timing, how r, and the impact of decisions on overall retirement readiness and financial well-being.
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Episode 48: Who Lacks Access to Retirement Savings? (Webinar Replay)
The State of Retirement: Shaping the Future
As state-facilitated retirement savings programs are poised to mark $2 billion in assets and 1 million funded saver accounts, new CRI research reveals significant gaps that remain in retirement plan access and the potential of state programs to reach and benefit millions of Americans.( ). The report also examines the combined effect of direct program participation and induced new private retirement plan formation in three of the . Listen to the audio of the March 27, 2025 webinar to learn more about this updated analysis.
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Episode 47: Post-Election Retirement Landscape: What Can We Expect from a New Congress and Administration?
The State of Retirement: Shaping the Future
Kendra Isaacson, Principal, Mindset and Michael Kreps, Principal, Groom Law Groom offer their predictions about the focus and priorities of a new Congress and a new Administration shaping retirement policy in 2025. Both Mindset and the Groom Law Group are general supporters of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guests and do not reflect any policy or position of the Center for Retirement Initiatives.
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Episode 46: How Do We Save Smart Now for the Future We Want?
The State of Retirement: Shaping the Future
Anne Lester is a well-known retirement expert and perhaps few are as well qualified as Anne to help us better understand how to save smart and retire happy—on own time and target. She shares some of the key lessons from her new book - .
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Episode 45: What is the New Retirement in an Age of Longevity?
The State of Retirement: Shaping the Future
Ken Dychtwald, PhD, is the founder and CEO of AgeWave, an acclaimed think tank and consultancy focused on the social and business implications and opportunities of global aging and rising longevity. His client list has included over half the Fortune 500 companies. During his career, Ken has addressed more than two million people worldwide in his speeches to corporate, association, social service, and government groups. His strikingly accurate predictions and innovative ideas are regularly featured in leading print and electronic media worldwide. He shares some of the insightful and...
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Episode 44: What Are DC Plan Participants Telling Us They Need and How Are Plan Sponsors Responding?
The State of Retirement: Shaping the Future
Jeri Savage, lead retirement strategist for MFS Investment Management, shares the findings of their recent 2023 Global Retirement Survey and 2023 DC Plan Sponsor Survey. These surveys provide some valuable insights into the confidence and knowledge of retirement plan participants, what they need and want from their plans, and how plan sponsors are responding. As Jeri notes, "there are a lot of positive takeaways: plan participation is up, deferral rates are up....and plan sponsors [are] thinking more holistically." MFS is a general supporter of the Center for Retirement...
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Episode 43: What Is the State of the Nation’s Fiscal and Economic Condition and the Consequence of Inaction?
The State of Retirement: Shaping the Future
David Walker, former Comptroller General of the United States, assesses the state of the nation's current fiscal and economic condition and discusses the consequences of the failure to act to address some of the biggest challenges we face today.
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Episode 42: How Do Financial Literacy, Longevity Literacy, and Healthy Aging Affect Retirement Readiness?
The State of Retirement: Shaping the Future
Surya Kolluri, Head of the TIAA Institute, shares some of the Institute's most recent research to help us understand how financial literacy, longevity literacy, and healthy aging affect retirement readiness.
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Episode 41: What Are Surveys Telling Us About Savings Inequality, Retirement Confidence, Lifetime Income, and Interest in Retirement Planning Advice?
The State of Retirement: Shaping the Future
Three prominent and influential thought leaders – Anne Ackerley of BlackRock, Catherine Collinson of the Transamerica Institute, and Barbara Marder of the Employee Benefits Research Institute (EBRI) - help us better understand how American workers are doing when it comes to their overall financial well-being, retirement confidence and readiness, interest in lifetime income, the desire for help with retirement planning and advice, and how all of this is shaping the future of retirement.
info_outlineOn this audio replay of CRI’s May 13, 2021 webinar, Charles E.F. Millard, former Director, Pension Benefit Guaranty Corporation, and Senior Advisor, Amundi Asset Management moderates a discussion with panelists from the United Kingdom (David Pitt-Watson and Terry Pullinger), the Netherlands (Alwin Oerlemans), and the United States (Bradford Campbell) on challenges faced by defined contribution in turning savings into lifetime income and how experiences from abroad with collective defined contribution (CDC) plans can inform better plan designs for the US.