Caregivers and Retirement Readiness with Greenwald Research
Release Date: 02/16/2024
Episode 82: Navigating Market Shifts with Jim Underwood
Revamping Retirement
In this episode of Revamping Retirement, and sit down with , CAPTRUST’s head of portfolio management, to unpack the latest trends shaping financial markets and what they mean for retirement plan sponsors. From Federal Reserve rate cuts and inflation outlooks to equity market concentration and global investment considerations, the conversation dives into the forces driving today’s investment landscape. Tune in for practical insights on navigating volatility and positioning plans for long-term success. Get more insights for retirement plan sponsors by subscribing to .
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Episode 81: Portability Services Network Update with Neal Ringquist
Revamping Retirement
In this episode of Revamping Retirement, hosts and welcome back , executive vice president and chief revenue officer of Retirement Clearinghouse, for a deep dive into auto portability and the Portability Services Network (PSN). Neal explains how auto portability enables seamless retirement balance transfers between employers, backed by regulatory support and a consortium of major record keepers. The conversation highlights key adoption metrics—over 21,000 plan sponsors enrolled and 16,700 completed transactions—and explores future applications like the Saver’s Match. The episode also...
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Episode 80: DC Plan Trends with T. Rowe Price
Revamping Retirement
In this episode of Revamping Retirement, CAPTRUST’s and are joined by Jessica Sclafani, senior defined contribution strategist at T. Rowe Price, to unpack key findings from the 2025 DC Consult Study. Sclafani highlights the slow but steady shift toward actionable retirement income solutions and the increased attention to integrating private assets into target date funds. Tune in for valuable insights, practical takeaways, and a peek into Sclafani’s personal vision of retirement (hint: it involves eccentric hats and lots of dogs). Get more insights for retirement plan sponsors by...
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Navigating Retirement Plan Risks
Revamping Retirement
In this episode of Revamping Retirement, hosts and welcome Eric Dyson, executive director at 90 North Consulting, who offers strategic guidance for plan sponsors on fiduciary governance, investment oversight, and enhancing participant outcomes. The discussion delves into the broader implications of recent Supreme Court rulings and examines emerging developments in retirement plan design, including managed accounts and collective investment trusts. Get more insights for retirement plan sponsors by subscribing to .
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Episode 78: Evaluating Private Market Investments in Retirement Plans
Revamping Retirement
In episode 78 of Revamping Retirement, hosts and are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market investments—such as private equity and private credit—within defined contribution (DC) plans. They discuss potential allocations, operational challenges, and the practical implications for plan sponsors, including fees, liquidity constraints, and valuation transparency. Lucian and Josh also share insights on fiduciary due diligence, the importance of transparency, and what sponsors need to evaluate before incorporating private...
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Episode 77:What the Supreme Court’s ERISA Decision Means for Retirement Plans
Revamping Retirement
In Episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell Supreme Court decision on ERISA prohibited transactions. The episode delves into the nuances of ERISA's prohibited transaction rules, exemptions, and the recent Supreme Court ruling affecting litigation against plan sponsors. Stephanie provides practical guidance for plan fiduciaries, emphasizing robust processes and documentation to navigate this evolving landscape.
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Episode 76: Fi360
Revamping Retirement
In episode 76 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick delve into how AI is transforming the retirement planning industry with guest John Faustino from Fi360. John shares how AI is helping to enhance advisor efficiency, create tailored investment strategies, and improve participant engagement, while stressing the importance of maintaining human oversight to counter cybersecurity risks and avoid misinformation. The discussion also touches on the AI-driven future of retirement income solutions and the need for personalized advice in a rapidly evolving financial landscape.
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Episode 75: Steven Horner on Fixed Income Solutions
Revamping Retirement
In this episode, hosts Matt Patrick and Jennifer Doss discuss capital preservation investments with Steven Horner, fixed income portfolio manager at Franklin Templeton. Steven explains the differences between stable value and money market funds, emphasizing that stable value funds can offer higher returns due to longer-term investments and insurance protection. The discussion highlights various types of stable value options and key considerations for plan sponsors like transparency, cost, and termination provisions. They also touch on the current market volatility and its effects on these...
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Episode 74: Scott Eckel
Revamping Retirement
In episode 74 of Revamping Retirement, hosts Jennifer Doss and Pete Ruffel discuss governmental affairs with Scott Eckel, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. Scott discusses his role as a lobbyist and they cover key issues such as financial regulations, e-delivery of documents, and the new administration's potential impact on tax reform and retirement policies. Scott also touches on the budget reconciliation process and its implications.
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Episode 73: Jessica Dickler on Navigating Financial Influencers
Revamping Retirement
In this episode, , a personal finance writer for CNBC, joins hosts and to tackle social media's impact on financial education. How have platforms like TikTok, Instagram, and LinkedIn become go-to sources for financial advice, especially for Gen Z and millennials? Is this a perilous path, or a great new way for new generations to learn financial wellness? Tune in to discover how social media is reshaping the landscape of personal finance.
info_outlineThis 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 hours, job changes for flexibility, and financial strain. The episode also covers the landscape of retirement benefits more broadly, including trends to expand offerings for employee well-being, such as mental health and financial wellness programs.
Later, Mike Webb talks about plan fees in this month’s Minute with Mike.
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