Episode 31: How are FinTech Firms Responding to Recent Reforms and Innovating to Cost-Effectively Serve the Small Business Market and Close the Access Gap?
The State of Retirement: Shaping the Future
Release Date: 06/03/2022
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...
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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...
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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.
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Episode 40: How Did Colorado and Maine Consider and Create the First-in-the-Nation State Program Partnership?
The State of Retirement: Shaping the Future
Colorado Treasurer Dave Young, Maine Treasurer Henry Beck, and Vestwell’s Courtney Eccles discuss how these two states worked together to forge the first-in -the nation interstate partnership between state-facilitated retirement savings programs and what it could mean for other state programs in the future.
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Episode 39: Has the Lack of Asset Diversification in DC Retirement Plans Been a Missed Opportunity?
The State of Retirement: Shaping the Future
Chris Flynn, Head of Product Development and Research, CEM Benchmarking, discusses the study methods and findings of a with the Georgetown CRI. The study reveals that the lack of asset diversification in DC plans has been a $5 billion annual missed opportunity. Who has missed out? Retirees and the potential improved returns of as much as $2,400 per year in additional income.
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Episode 38: "From Paychecks for Work to Paychecks for Retirement:" Changing How We Think and Talk About About Retirement Income
The State of Retirement: Shaping the Future
Jason Fichtner, Vice President for Economic Policy, Bipartisan Policy Institute, and Senior Fellow, Alliance for Lifetime Income, shares some key takeaways from the Alliance's recent Protected Income Summit. How do we reimagine retirement planning, change the culture and conversation about retirement advice, and effectively communicate the importance of protected income?
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Episode 37: How Delaware "EARNS" Bipartisan and Popular Support for its Auto-IRA Program
The State of Retirement: Shaping the Future
Delaware State Treasurer Colleen Davis shares the experience of building significant bipartisan and popular support for the Delaware EARNS program, one of the most recent state auto-IRA programs enacted in 2022.
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Episode 36: Closing the Access Gap: What Can We Expect from SECURE 2.0 and State-Facilitated Retirement Savings Programs?
The State of Retirement: Shaping the Future
On this audio replay of CRI’s February 9, 2023 webinar, Angela Antonelli moderates a series of panel presentations by: Will Hansen, Chief Government Affairs Officer, American Retirement Association Jessica Muirhead, Executive Director, MyCTSavings Chad Mullen, Director, Financial Security, AARP Chad Parks, CEO, Ubiquity Retirement + Savings William (“Hunter”) Railey, Executive Director, Colorado SecureSavings Program Glenn Simmons, Executive Director, Maryland$aves sharing their observations about how the latest federal reforms...
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