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
Release Date: 08/30/2023
Episode 55: Can PEPs Transform the Retirement Landscape? A Look at Current Progress and Future Direction
The State of Retirement: Shaping the Future
Listen to this audio of a GeorgetownCRI webinar held on September 24, 2025, where industry experts Scott Carroll of Gallagher, Kevin Gaston of Vestwell, Michael Kreps of the Groom Law Group, David Lipscomb of Ascensus, and Michael Salerno of NPPG explore the current PEP market landscape. Pooled Employer Plans (PEPs) have grown rapidly, reaching $9.41 billion in assets and over 1 million participants across 39,000 employers by the end of 2023. Following a July 2025 Department of Labor Request for Information, our panel discusses how these plans vary widely in practice, what additional...
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Episode 54: Why Do Small Businesses Rarely Claim Tax Credits for Offering Retirement Plans?
The State of Retirement: Shaping the Future
Listen to this audio of a GeorgetownCRI webinar held on September 10, 2025 exploring why so few small businesses take advantage of tax credits designed to help them offer retirement plans. Despite substantial expansions to the Section 45E tax credit through the SECURE Acts, fewer than 6% of eligible firms actually claim it—a puzzle that a new CRI working paper, cross-published by NBER, seeks to unravel. Joining moderator Angela Antonelli, Executive Director of Georgetown's Center for Retirement Initiatives, are panelists Adam Bloomfield, Non-Resident Scholar at CRI; Stephanie Liu Cossart,...
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Episode 53: Addressing the Myths and Considering the Benefits of Private Assets to Retirement Income
The State of Retirement: Shaping the Future
Listen to this audio of a GeorgetownCRI webinar held on September 3, 2025 on the topic of private assets in defined contribution retirement plans. Two new GeorgetownCRI reports challenge common myths about private assets and demonstrate how modest exposures to private credit, equity, and real assets can improve retirement outcomes by 7% to 8% for workers with disrupted savings patterns. Joining moderator Angela Antonelli, Research Professor and Executive Director of Georgetown University's Center for Retirement Initiatives, are panelists Deb Boyden from Schroders, Will Hansen from the American...
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Episode 52: From Birth to Wealth: Understanding Trump Accounts and The Potential to Transform Financial Well-Being
The State of Retirement: Shaping the Future
Barbara Van Zomeren is head of government relations at Ascensus and Michael Kreps chairs the Groom Law Group's Retirement Services practice. In this episode, Barbara and Michael share their insights about Trump accounts - the new childhood savings vehicles offering $1,000 government contributions for eligible newborns. They will explain eligibility and contribution rules, address administrative and operational challenges, consider how this new savings account fits with other existing savings options, and contemplate how these accounts might help transform how America approaches savings, wealth...
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Episode 51: How Is the Jasper Forum Helping Us Understand Our Global Retirement Ecosystem?
The State of Retirement: Shaping the Future
John Mitchem is a Non-Resident Scholar with the Center for Retirement Initiatives and the Owner of JM3 Projects. John also is the Co-Founder of the Jasper Forum along with Jorik Van Zanden, and they bring together retirement policy practitioners and experts from around the world to discuss retirement system challenges, best practices, and lessons learned. In this episode, John explores the $65 trillion international retirement finance market and shares his observations about the global retirement ecosystem, some of the more important trends we see today, and why retirement really is much more...
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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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