Revamping Retirement

Revamping Retirement

By CAPTRUSTBusinessInvesting
Download on the App Store

Revamping Retirement episodes

  • Episode 14: COVID-19 and Retirement Plans

    The market volatility and uncertainty surrounding the coronavirus pandemic have many retirement plan investors concerned. In Episode 14, Mike Webb shares some perspective on the recent market downturn and its impact on retirement plans.

    10 min
  • Episode 14: COVID-19 and Retirement Plans

    The market volatility and uncertainty surrounding the coronavirus pandemic have many retirement plan investors concerned. In Episode 14, Mike Webb shares some perspective on the recent market downturn and its impact on retirement plans.

    10 min
  • Episode 13: Revenue Sharing

    Revenue sharing refers to the practice of investment providers sharing revenue with recordkeepers in exchange for performing some of the duties that the investment provider would typically have to do. Understandably, this can be a confusing topic for retirement plan sponsors. In Episode 13 of Revamping Retirement, Mike Webb simplifies the concept of revenue sharing and explains the importance of understanding a fund's net cost.

    11 min
  • Episode 13: Revenue Sharing

    Revenue sharing refers to the practice of investment providers sharing revenue with recordkeepers in exchange for performing some of the duties that the investment provider would typically have to do. Understandably, this can be a confusing topic for retirement plan sponsors. In Episode 13 of Revamping Retirement, Mike Webb simplifies the concept of revenue sharing and explains the importance of understanding a fund's net cost.

    11 min
  • Episode 12: The SECURE Act

    The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, aims to improve retirement security for many Americans. Since its passage in December of 2019, it has readily been at the center of retirement plan dialogue. In episode twelve of Revamping Retirement, Mike Webb shares the major provisions and discusses the impact the Act may have on retirement plan sponsors and participants.

    13 min
  • Episode 12: The SECURE Act

    The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, aims to improve retirement security for many Americans. Since its passage in December of 2019, it has readily been at the center of retirement plan dialogue. In episode twelve of Revamping Retirement, Mike Webb shares the major provisions and discusses the impact the Act may have on retirement plan sponsors and participants.

    13 min
  • Episode 11: WMCHealth Network

    Over the past decade, the WMCHealth Network has grown significantly through mergers and acquisitions. In episode eleven of Revamping Retirement, Mike Webb chats with Jordy Rabinowitz and Tracy Tillery about how the organization successfully integrated plans and effectively communicated to participants to ultimately enhance the overall benefits for both its existing and incoming employees.

    18 min
  • Episode 11: WMCHealth Network

    Over the past decade, the WMCHealth Network has grown significantly through mergers and acquisitions. In episode eleven of Revamping Retirement, Mike Webb chats with Jordy Rabinowitz and Tracy Tillery about how the organization successfully integrated plans and effectively communicated to participants to ultimately enhance the overall benefits for both its existing and incoming employees.

    18 min
  • Episode 10: Gonzaga University

    In episode ten of Revamping Retirement, Mike Webb talks with Lisa Schwartzenburg, the Assistant Director of Benefits, Wellness & Safety at Gonzaga University, about the role the university's unique culture plays in regard to their retirement plan and other employee benefits.

    19 min
  • Episode 10: Gonzaga University

    In episode ten of Revamping Retirement, Mike Webb talks with Lisa Schwartzenburg, the Assistant Director of Benefits, Wellness & Safety at Gonzaga University, about the role the university's unique culture plays in regard to their retirement plan and other employee benefits.

    19 min

About Revamping Retirement

From the publisher's feed

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.

More shows like Revamping Retirement

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,328 Listeners

The Daily by The New York Times

The Daily

111,764 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,556 Listeners

The Ezra Klein Show by New York Times Opinion

The Ezra Klein Show

16,055 Listeners

Nevin & Fred by Nevin Adams

Nevin & Fred

18 Listeners