Revamping Retirement

In episode 31 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Greg Middleton, Senior Director of Business Development and Sales Enablement at CAPTRUST, to discuss his recent webinar on advisor requests for proposals (RFPs).

Middleton provides unique industry perspective on why challenging times often drive plan sponsors to assess providers and their services and the ways RFPs can help plan sponsors understand recent market trends, cybersecurity, selection process, and more.

In Minute with Mike, Mike Webb shares what plan sponsors need to know about health savings accounts (HSAs) and how they can help support successful retirement outcomes.

In episode 30 of Revamping Retirement, Jennifer Doss and Scott Matheson circle back on her predictions for 2021 and discuss where the retirement industry sits at the halfway mark of this year. Find out how plan sponsors are reacting to the increased interest in environmental, social, and governance (ESG) investing and regulatory ambiguity, what the industry expects for the SECURE Act 2.0, the benefits and pitfalls of technology, and more.

Later, CAPTRUST Chief Investment Officer Mike Vogelzang chimes in to regroup on the uniqueness of this past year's market environment and provide his team's latest thoughts on the markets and economy, including interest rates, inflation, and taxes.

In Minute with Mike, Mike Webb shares what plan sponsors need to know about required minimum distributions (RMDs) and why they can be such a pain point for plan participants and plan sponsors alike.

In episode 29 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Jenny Eller, Principal at Groom Law Group and co-head of the firm's Retirement Services and Fiduciary Practice. Jenny shares her perspective on plan sponsor considerations for selecting a nondiscretionary or discretionary advisor, the reasons behind the trend towards 3(38) investment manager discretionary services, and how outsourcing investment responsibilities can impact—or even mitigate—risk in this litigious environment.

In Minute with Mike, Mike Webb shares what plan sponsors need to know about pooled annuities. Later, Jon Meyer, CAPTRUST's Chief Technology Officer, provides some actionable steps that retirement plan sponsors can take to protect themselves and their participants from cybersecurity threats.

In episode 28 of Revamping Retirement, Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson, who lead the employer-sponsored retirement plan practice at CAPTRUST. The two discuss CAPTRUST's recent fee benchmarking webinar, including the future of fees, structuring fees to make retirement plans more attractive, and what tops the list of fee-related concern for plan sponsors.

Later, Mike Webb shares what plan sponsors need to know about pooled employer plans, or PEPs, in Minute with Mike. To close out the episode, Doss and Matheson are joined by lead investment strategist Sam Kirby to recap the markets, discuss what's on the minds of plan sponsors, and talk about the retirement tools that can hedge against inflation risk.

In episode 27 of Revamping Retirement, Mike Webb is joined by Nevin Adams, chief content officer of the American Retirement Association (ARA). In addition to curating content, Adams serves as a prolific author of ARA's publications. Adams has gained notoriety for correcting many of the common retirement misconceptions perpetuated by the media—an area of increasing concern as social media recirculation ramps up. Tune in to hear more about retirement myths and other key issues, such as coverage availability, state run auto IRAs, and automatic enrollment.

In episode 26 of Revamping Retirement, Mike Webb chats with Jennifer Norr, President of WE | Inspire | Promote | Network (WIPN), formerly known as the Women in Pensions Network, to discuss the organization's mission, the impact of COVID on women in the workplace, and what WIPN's recent research findings identify as the key areas for improvement to ensure the retirement industry is more reflective of the general population.

In episode 25, Mike Webb chats with, Bob Toth, author of the popular Business of Benefits blog and founder of Toth Law and Applied Pension Professionals.

With more than 35 years of experience practicing employee benefits law, Bob Toth is an expert to the experts - particularly in the areas of 403(b) plans and annuity products. Mike and Bob discuss the key to moving the needle on annuities, including how to effectively communicate the benefits of these products, the importance of pricing opaqueness, and how the SECURE act provision allowing portability may help address participant concerns. Bob also shares some of the new products being developed in the marketplace and explains why beer is essential to solving the annuity puzzle.

In episode 24, Mike Webb chats with David Levine, Principal at Groom Law Group, and Rebecca Moore, Managing Editor of PLANSPONSOR Digital, to discuss the popular and long-running PLANSPONSOR Ask the Expert column.

With more than a decade worth of plan sponsors questions answered by industry experts, the column continues to be one of the most popular features on PLANSPONSOR's website. Mike, David and Rebecca share the history of the column, contributing factors to its success, and tips on how plan sponsors can have their questions featured.

To submit a question to the column, email Rebecca at [email protected].

In episode 23, Mike Webb chats with Christine Roberts, a prominent ERISA attorney and author of the popular E is for ERISA blog.

Christine shares the backstory of her blog, the "DB-ification" trend in defined contribution retirement (DC) plans and the movement toward more employer-control versus employee discretion of DC plans to better provide a sustainable source of income during retirement, and the one provision she would change with a magic retirement wand.

In episode 22, Mike Webb chats with Mary Beth Franklin, contributing editor to InvestmentNews and a nationally recognized expert on Social Security claiming strategies.

Sharing the current funding concerns and potential future reforms for social security, Mary Beth provides tips on when to claim and when to delay social security benefits in order to maximize value, particularly in the current low-interest rate environment. She also highlights the specific need for women to carefully consider their social security claiming strategy to ensure sufficient retirement income.