Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement.
Hosted by CAPTRUST’s Defined Contribution Practice Leader Jennifer Doss and CAPTRUST’s institutional business head, Scott Matheson, the two provide the unique perspective of overseeing the retirement plan practice at one of the largest registered investment advisors in the U.S. To learn more about CAPTRUST, visit captrust.com.
Georgetown University Center for Retirement Initiatives
Winning at Life with Phillis Sax Pilvinis
News Radio 810 and 103.1 WGY (WGY-AM)
Dennis O'Keefe
Don Ezra and Common Wealth
Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®
Dave Hall
Johnathan Rankin
None
Lynn Toomey
Greg Gunther
Southern Company
Mintz
Josh Cohen, Head of Client Solutions, PGIM DC Solutions
Casey Weade
Dan Casey
The New Retirement Archives - WebTalkRadio.net
Marc Geels
David Overson
Roger Whitney
Jeannette Bajalia
Randy Barkley
Gary Alden
Matt Brunner
John Carl, The Retirement Learning Center, IRALOGIX
Epstein & White
Global Wealth Show
WYPR Baltimore
Herstle Jones
Michael Eastham
Scott Searles
Kevin Geiger
Sue Buska and Cole Bruner
Brian Quaranta
Jeff Foley
David Dickens
Kyle Hammerschmidt
Bob Carlson
Steve Hoover
Annetta Carter
Dale Tondryk
Kelley Slaught
Jeff Vogel
Ted Stevenot
Cory Sickles
None
Mark Fricks
All About Retirement
Patrick Strubbe
Casted
Roy Snarr
J.R. Augustine & Michael Dye
Paul Roberts
Lee Perkins
Saba Khan-Smith
760 KFMB AM - San Diego
Tara Nolan
Eric Schrum
Mirau Capital Management, Inc.
Drew Blackston, Certified Retirement Counselor®
Greg Brown
Teachers Retirement System of Georgia
Dan Reese
Brock Alspaugh
T. Rowe Price
Steve Chen & Davorin Robison
Gerald G Ginwright
Anthony Cangemi
Joe Clark
Tony Drake, CFP® | Drake & Associates
Marty Nevel
The New School ReLab
Wade Pfau & Alex Murguia
Ron Bernstein and Nicole Sullivan
Rock on Retirement
Randy Sams
Don Spini and Ashley Patterson
Tim Wood. CFF
GenWealth Financial Advisors
Gerry Dougherty
Cornerstone Retirement Partners
Eric Cheek
Joe Hamel
Michael Stewart
Pedro Adao
Tim Estes
Jim Martin
Jim Files
Vincent A. Virga
Bill Bush and Andy Bush
Alan Cantrell
Let's Talk CPF
John McNeil & Virginia McNeil O'Brien
Steve Caruso
Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA
Kowal Investment Group
Tripp Limehouse
Western Reserve Capital Management
Nabco Media
BML Wealth Management