Shows
Mission + MarketsEpisode 21: Unlocking Private Markets for NonprofitsIn this episode of Mission + Markets, Heather Shanahan sits down with CAPTRUST advisors David Ramsour and Elliot Greenberg to unpack private markets and alternative investments—and what they mean for nonprofit portfolios. Together, they break down strategies such as private equity, private credit, real estate, and hedge funds, focusing on how these approaches can enhance returns, manage inflation risk, and add diversification. The discussion also covers emerging trends in sectors like multifamily housing, industrial properties, and data centers. For leaders steering endowments, foundations, or large institutional portfolios, this episode delivers practical strategies to strengthen investment res...
2025-11-1945 min
Revamping RetirementEpisode 82: Navigating Market Shifts with Jim UnderwoodIn this episode of Revamping Retirement, Jennifer Doss and Matt Patrick sit down with Jim Underwood, 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 Revamping Retirement.
2025-11-1933 minRevamping RetirementEpisode 80: DC Plan Trends with T. Rowe PriceIn this episode of Revamping Retirement, CAPTRUST's Matt Patrick and Audrey Wheat 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 subscribing to Revamping Retirement.
2025-09-2937 min
Mission + MarketsEpisode 19: Tax Reform, Endowments, and Donor StrategyIn episode 19, host Heather Shanahan is joined by Ed Chaney, nonprofit tax attorney at Schell Bray, and Mike Vogelzang, Chief Investment Officer at CAPTRUST, to discuss the potential ripple effects of the latest tax reform proposals on the philanthropic landscape. With the 2025 expiration of the Tax Cuts and Jobs Act (TCJA) on the horizon and a new tax bill advancing through Congress, Heather, Ed, and Mike unpack what's at stake for private foundations, colleges and universities, and individual donors. From increased excise taxes and asset thresholds to the strategic appeal of donor-advised funds, this timely conversation examines how...
2025-06-0933 min
The Buyer's BoardroomInternal vs. External Succession Options, with Special Guest David Wahlen of CaptrustIn this episode of The Buyer's Boardroom, hosts Jacqueline Martinez and Allen Darby delve into the nuances of internal versus external succession planning for financial advisory firms. They explore key considerations, including valuation differences, the role of equity participation, and distinguishing great advisors from great business owners.
David Wahlen, Director of Strategic Growth at CapTrust, joins to share insights on post-acquisition equity distribution and the importance of fostering partnerships by equitizing key team members. The episode concludes with practical advice on timing an acquisition, factoring in valuation growth, risk, and quality of life.
Join the Conversation: We invite you...
2025-01-0952 minRevamping RetirementEpisode 71: Litigation Trends with Bonnie TreichelBonnie Treichel, founder and chief solutions officer of Endeavor Retirement, joins hosts Jennifer Doss and Pete Ruffell for an in-depth analysis of key litigation trends affecting the retirement industry. The discussion focuses on the complexities and implications of ERISA lawsuits, including the surge of copycat lawsuits targeting similar fiduciary breaches. Also addressed are emerging risks such as cybersecurity and managed accounts, alongside potential impacts from the Supreme Court's Loper Bright case on agency interpretations. Plus, delve into the evolving Department of Labor regulations under the current administration and their potential effects on industry compliance and...
2024-12-1745 minMission + MarketsEpisode 17: A Capital Campaign JourneyWhen raising funds for a new library, do you go by the book or write a new chapter? Join host Heather Shanahan and guest Charity Tyler, executive director or the Cedar Rapids Public Library Foundation as they take us on a capital campaign journey. What worked? What didn't? Find out in Episode 17 of our Mission + Markets podcast.
2024-12-1027 minRevamping RetirementEpisode 70: Accenture and Retirement RecordkeepingThe retirement recordkeeping space has experiences significant shifts. What does that mean for the future of the industry? In episode 70 of the Revamping Retirement podcast, hosts Audrey Wheat and Matt Patrick welcome Tim Hoying and Dave Mallett of Accenture. They're two of the authors of the report Navigating Through Turbulence: Reinventing Retirement Recordkeeping. Listen in as these experts explore current challenges and future opportunities in the industry, and offer tips on how smaller recordkeepers can still thrive and compete despite those challenges.
2024-11-1838 minRevamping RetirementEpisode 69: Fidelity and SECURE 2.0It's been almost two years since the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, was officially implemented. Containing more than 90 provisions impacting retirement, this massive piece of legislation is described as "the gift that keeps on giving," with some aspects still rolling out. In episode 69 of Revamping Retirement, hosts Audrey Wheat and Jennifer Doss talk with Fidelity's Angela Capek and Shanna Costa to learn what plan sponsors are saying about the ways SECURE 2.0 has disrupted the retirement industry.
2024-10-3026 minMission + MarketsEpisode 16: Youth Ambassadors of Service In episode 16 of Mission + Markets, host Heather Shanahan welcomes Sonali Ratnasinghe, a junior at the University of North Carolina at Chapel Hill and the founder of Youth Ambassadors of Service (YAS). The organization teaches young people about the nonprofit sector, encouraging them to engage in community service. This passion project started during the COVID-19 pandemic and evolved into a 501(c)(3) organization. In the podcast, Sonali shares her recent experiences, including participating in the UN General Assembly and the Clinton Global Initiative, sharing valuable insights on youth involvement in nonprofit organizations.
2024-10-2923 minRevamping RetirementEpisode 68: Bruce Harrington of Pentegra In Episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and fiduciary outsourcing solutions. Harrington explains why it's a common myth that 3(16) plans are only for small companies and how it's helped organizations of all sizes fulfill their fiduciary responsibilities. The trio also review the RFP process for engaging an outside provider. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.
2024-09-2732 minRevamping RetirementEpisode 67: PIMCO DC Consultant StudyFor 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CAPTRUST. The respondents this year represent 15,000 U.S. retirement plans and almost $9 trillion in assets. In this episode of Revamping Retirement, your hosts Matt Patrick and Peter Ruffel welcome PIMCO's Vidur Mehra and Joseph Szalay to find out what's trending, what's challenging...
2024-09-1047 minMission + MarketsEpisode 15: A Fundraising MakeoverWhat changed after a legal services nonprofit received a professional analysis of its fundraising efforts? In episode 15 of Mission + Markets, host Heather Shanahan welcomes Missy Hatley of Legal Aid of North Carolina and Shannon Williams of Armstrong McGuire to talk about strategic fundraising. How can organizations be more effective? How can nonprofits get board members to play to their fundraising strengths? What's new and innovative in the world of fundraising? And finally, could your nonprofit benefit from a thorough development assessment? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
2024-07-3130 minRevamping RetirementEpisode 66: Hueler CompaniesA solution that gives retirees lifetime income, and plan sponsors less on their plates. Helping people sustain their income in retirement, without depleting their savings, is what drives Kelli Hueler, CEO and founder of Hueler Companies. In episode 66 of CAPTRUST's Revamping Retirement podcast, hosts Jennifer Doss and Pete Ruffel delve into Hueler's groundbreaking Income Solutions platform. Income Solutions is a lifetime income annuity marketplace with streamlined tools that can help turn retirement savings into an income stream participants won't outlive. See how this platform, and others like it, could help lighten the load for plan...
2024-07-1837 minRevamping RetirementEpisode 65: Hearts & WalletsWhat most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST's Matt Patrick and Audrey Wheat to talk about the topic. The trio delves into what retirees didn't expect to happen in retirement—including the surprise of retiring earlier than intended. They also explore some of the ways retirement plan sponsors can improve the services, benefits, and plans they offer, whether through advances in technology or by making money talks less intimidating. Get more insights for retirement plan sponsors by sub...
2024-06-1834 minMission + MarketsEpisode 14: Conducting an Auditor RFPOne important step nonprofit leaders should consider is bringing on an auditor. Depending on the organization's size and composition, there are different types of audits that can be conducted, with various levels of cost and complexity. In this episode, host Heather Shanahan dives into all things audits with Certified Public Accountant Robyn Campbell. Listen as they discuss why—and how—supply and demand issues are impacting the industry, plus key questions to include when conducting an auditor request for proposal (RFP).
2024-06-1722 min
The Real BuzzEpisode 18: Elevating Your Assets and Securing Your Financial Future with Kelly Brothers of CAPTRUST.Eric and I would love to hear from you. Tell us what you think of the podcast.Join us as we sit down with the ever-charismatic Kelly Brothers, who not only regales us with tales of his switch from a TV news anchor to a financial advisor but also imparts his wealth of knowledge on wealth management. Kelly, a sage in the realm of financial planning with CAPTRUST, discusses the nitty-gritty of investment management and legacy planning, offering his seasoned perspective on assisting both W-2 employees and business owners. His insights into California's tax landscape...
2024-06-0627 minRevamping RetirementEpisode 64: Brian GraffBrian Graff, the CEO of the American Retirement Association, unpacks the new fiduciary rule and the implications of the expiring Tax Cut and Jobs Act. Hear how these changes can affect retirement planning on episode 64 of Revamping Retirement with hosts Jennifer Doss and Peter Ruffel.
2024-05-2237 minMission + MarketsMission + Markets Episode 13: Nonprofits and Cybersecurity It's sad but true: Even nonprofits are not immune to ransomware attacks. These cybersecurity breaches hinder an organization's ability to function and can create immediate damage to the nonprofit's reputation or public standing. To better understand these risks and how to combat them, Heather Shanahan welcomes Dr. Dave Chatterjee, a cybersecurity thought leader, and Jon Meyer, CAPTRUST chief technology officer, in this episode of Mission + Markets.
2024-05-1738 minRevamping RetirementEpisode 63: Morningstar's Mike Allen on AI This month's episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies. Highlights include: practical application of AI tools and their potential impact on retirement planning benefits of leveraging AI to enhance participant experiences and streamline backend processes challenges plan sponsors will face when it comes to governance The episode ends with practical tips from Mike Webb for enhancing the 5500 annual report filing p...
2024-04-1647 minRevamping RetirementFiduciary Liability with Dan Aronowitz In the latest episode of Revamping Retirement, Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary. The three dive into litigation trends, particularly in navigating the complexities of fiduciary liability and underwriting. Highlights include: An overview of recent trends in retirement plan litigation, emphasizing a shift in the types of cases being filed and the implications for plan sponsors. The significance of having a robust fiduciary process and how it can mitigate litigation risks. This includes the choice between active and passive investment options, the importance of monitoring record-keeping and...
2024-03-1844 minRevamping RetirementCaregivers and Retirement Readiness with Greenwald Research This 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. ...
2024-02-1627 minMission + MarketsFundraising Strategies in Higher Education This month, Heather Shanahan discusses higher education with Pete Lasher. Pete is senior vice president and higher education practice leader at Grenzebach Glier and Associates. The two discuss fundraising strategies, volunteers as donors, and honoring donor intent. Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
2024-02-1324 minRevamping RetirementPlan Sponsor Predictions for 2024 This month on Revamping Retirement, Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel. The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution space. Predictions include: Recordkeeper consolidation Expanded QDIA
2024-01-1720 minMission + MarketsValues-Based Investing with Ethic This month, Heather Shanahan talks with Anthony Marcozzi, associate director of relationship management at Ethic. Anthony explains Ethic's approach to working with endowments and foundations, highlighting the importance of understanding an organization's mission and values. He and Heather also discuss the challenges and opportunities in the impact investing space, like: Emphasizing the importance of working with trusted advisors Focusing on education Transparency Community engagement Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
2024-01-1623 minRevamping RetirementAuto-Portability with Neal Ringquist This month, CAPTRUST's Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse. In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor. These benefits include: Streamlining the system, leading to increased average account balances over time Reducing administrative hassles associated with managing multiple accounts Reducing cash-out leakage, especially for individuals with lower incomes Improving retirement outcomes for participants by retaining balances In Minute with Mike, Mike Webb talks about retirement...
2023-12-1522 minMission + MarketsMarkets, with CAPTRUST's Andy Marino In episode 10 of Mission + Markets, Heather Shanahan and Andy Marino cover the financial landscape of the past year and how it might affect nonprofits, endowments, and foundations. The conversation examines the Federal Reserve's efforts to reduce inflation. Marino also addresses the historical association of the inverted yield curve with recessions and the recent normalization of longer-term interest rates. He recommends that nonprofits set realistic expectations and maintain a long-term perspective. Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
2023-11-2126 minRevamping RetirementInequities in Retirement: SECURE 2.0 and More with Dr. Nari Rhee This month, CAPTRUST's Jennifer Doss and Matt Patrick are joined by Dr. Nari Rhee, director of the Retirement Security Program at the UC Berkeley Labor Center. In this conversation, which focuses on labor and retirement issues, Dr. Rhee emphasizes the challenges faced by low and middle-income workers in the U.S. retirement system, particularly in the private sector. The discussion touches on topics such as the inadequacy of Social Security for low-wage workers, barriers in defined contribution plans, and the impact of job characteristics on retirement benefits. In Minute with Mike, Mike Webb covers the diff...
2023-11-1633 minMission + MarketsDEI in Planned Giving with GivingDocs In episode nine of Mission + Markets, Heather Shanahan and Jade Bristol, chief development officer at GivingDocs, discuss DEI efforts in planned giving and estate planning. GivingDocs is an online estate planning platform designed to help nonprofits improve their planned giving initiatives. The conversation addresses diversity, equity, and inclusion (DEI) within planned giving and estate planning. Jade discusses the organization's mission to enhance planned giving efforts for nonprofits, and the history of inequity in philanthropy. Jade and Heather emphasize the importance of authentic conversations, cultural awareness, and empathy when working with diverse donors in the realm of...
2023-10-3031 minRevamping RetirementStudent Loans with Candidly In this month's episode of Revamping Retirement, Jennifer Doss and Dawn McPherson sit down with Amber Moulder and James Sheridan from Candidly. Candidly is a financial wellness platform focused on addressing student loan debt, emergency savings, retirement, and more. This episode covers the restart of student loan payments, SECURE 2.0 and its impact on student loans, plus the demographics of Americans facing the most student debt. In Minute with Mike, Mike Webb explains SECURE 2.0's implications for required minimum distributions.
2023-10-1623 minMission + MarketsTrends in AI with Blackbaud In episode eight of Mission + Markets, Heather Shanahan talks to Kate Averett Anderson, senior content manager at Blackbaud, about artificial intelligence (AI) technology trends and their potential uses in nonprofit organizations. The discussion covers: Nonprofit AI applications, including donor communication and grant writing Donor prospecting and revenue optimization with AI
2023-09-2224 minRevamping RetirementHolistic Financial Wellness with Kimley-Horn In this month's episode of Revamping Retirement, Jennifer Doss talks with Kimberly Plessinger and David McEntee from Kimley-Horn. They discuss the company's financial wellness initiatives, including benefits and retirement plans. Kimley-Horn places a strong emphasis on financial wellness, especially for its younger employees, providing educational resources and support to help employees understand the importance of saving for retirement and making informed financial decisions. The discussion then shifts to focus on the company's transition to 3(38) discretionary services for retirement plan management. This transition helped reduce fees for plan participants while maintaining a collaborative relationship with CAPTRUST. ...
2023-09-1925 minMission + MarketsA Deep Dive Into Community Foundations In episode seven of Mission + Markets, Heather Shanahan talks community foundations with CAPTRUST financial advisors Bill Altavilla and Matt Doyle, plus special guest Jim McCallum. Jim is the advisor to the Chief Financial Officer for the Sacramento Region Community Foundation, having previously served as CFO since 2005. He has an extensive background in estate planning, tax, securities, planned giving, and insurance. They discuss a range of
2023-08-2832 minRevamping RetirementParticipant First With SUNY In episode 55 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Michael Consorte, director of university-wide benefits for SUNY. Michael shares his expertise in retirement program management, participant engagement, and adapting offerings to meet participant needs. Michael emphasizes the importance of adopting a participant-centric approach. He discusses three main participant groups—those who are risk-averse, those who want to manage their investments, and those who want to make their own choices but lack expertise—and how SUNY tailors its benefits to address the needs of each group. Later, Mike Webb covers the importance of a pl...
2023-08-2132 minRevamping RetirementMid-Year Check-In and Market Update This month, Jennifer Doss and Dawn McPherson look back on the first half of the year, including a mid-year market update with CAPTRUST's Kevin Fieldman, director of investment research. Listen to learn more about market volatility, inflation, and some SECURE 2.0 provisions that are affecting plan sponsors now and in the near future. Later, Mike Webb breaks down the enhanced tax credit for small businesses, a new provision in SECURE 2.0. Subscribe to Revamping Retirement
2023-07-3129 minMission + MarketsHeather Shanahan talks tax with CPA Kristen Hoyle In this episode of Mission + Markets, Heather Shanahan talks with Kristen Hoyle, CPA and audit partner at Thomas, Judy & Tucker P.A. Kristen's work focuses on supporting nonprofit organizations with tax-related services. Heather and Kristen cover an array of topics, including: Varying tax statuses of nonprofits, foundations, and endowments
2023-07-1937 minRevamping Retirement"How America Saves," with Vanguard This month, Jennifer Doss and Scott Matheson are joined by David Stinnett, principal of strategic retirement consulting at Vanguard. Stinnett breaks down the 22nd annual "How America Saves" report, which covers trends in retirement plan design and participant behavior, including the use of financial advice programs, savings rates, and more. Later, Mike Webb covers Roth catch-up contributions in his SECURE 2.0 series of this month's Minute with Mike. Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.
2023-06-2133 minMission + MarketsGrant Trends and Best Practices with Ruth Peebles In this episode of Mission + Markets, Heather Shanahan talks with Ruth Peebles, president and founder of nonprofit consulting firm The INS Group. The two discuss best practices and trends for grants, including: Measuring impact when writing a grant Setting guidelines on grant reporting
2023-06-1534 minRevamping RetirementMillennials and Retirement with Katie Gatti Tassin This month, Katie Gatti Tassin of Morning Brew's Money with Katie show joins CAPTRUST's Jennifer Doss and Scott Matheson on Revamping Retirement. Tassin is known for her financial expertise focused on the millennial generation and covering topics from long-term savings and 401(k) contributions to personal finance goals and salary negotiations.
2023-05-2436 minMission + MarketsBuilding a Succession Plan with God's Love We Deliver This month, Heather Shanahan sits down with Karen Pearl and David Ludwigson of God's Love We Deliver (GLWD). GLWD is a nonprofit organization based in New York City that provides medically tailored meals, plus nutrition counseling, to individuals living with severe and chronic illnesses. Founded in 1985, GLWD delivers these meals free of charge to clients' homes throughout the five boroughs of New York City and parts of New Jersey. Karen shares her experience as CEO and discusses her decision to retire, with practical advice for other nonprofit leaders to engage board members in succession planning. David, GLWD's cu...
2023-05-1737 minMission + MarketsBoard Development With YWCA of Greater Charleston Heather Shanahan, CAPTRUST director of endowments and foundations, talks with LaVanda Brown and Courtney Johnson from the YWCA of Greater Charleston (YWCAGC). LaVanda has been the organization's executive director for seven years, and Courtney is the current treasurer and incoming chair of the YWCAGC's board. In the episode, LaVanda and Courtney share their experiences navigating and supporting the YWCA's mission of eliminating racism and empowering women. The three discuss the intentional decision to have an all-female board; the steps they've taken to honor the organization's mission; the importance of staff and board member relationships; and strategic planning. ...
2023-04-2037 minRevamping RetirementCatching up with John Sullivan, American Retirement Association In episode 51 of Revamping Retirement, Scott Matheson and Dawn McPherson are joined by John Sullivan, chief content officer at the American Retirement Association. John has more than 25 years' experience covering financial markets in roles such as editor-in-chief of 401(k) Specialist and Investment Advisor magazines and retirement editor of ThinkAdvisor.com. Listen to hear key takeaways from the recent National Association of Plan Advisors (NAPA) Summit in San Diego, plus some of the challenges and opportunities plan sponsors face today.
2023-04-2028 minRevamping RetirementTrends in Advice and Wellness with Chris Whitlow In episode 50 of Revamping Retirement, Jennifer Doss and Dawn McPherson talk with Chris Whitlow, CAPTRUST senior director of advice and wellness. Before joining CAPTRUST, Chris founded Edukate, a digital financial wellness platform. The three talk through what's trending in terms of financial wellness, and why it's the topic of conversation among retirement plan sponsors. Chris shares his advice to plan sponsors to identify and understand what their employees need when creating a financial wellness plan.
2023-03-2321 minMission + MarketsDonor Engagement with Bob Murray In the second episode of Mission + Markets, Heather Shanahan, CAPTRUST director of endowments and foundations, is joined by Bob Murray, executive director of Casual Simulation. Bob has more than 30 years of experience in the nonprofit and higher education development. The two discuss donor engagement, honoring your donor's intent, and how to keep your organization's story relevant as technology evolves. They also cover how a newer, startup-style nonprofit can partner with established organizations for success. Subscribe to Mission + Markets for more insight for nonprofits and mission-focused organizations. RESOURCES: How Nonprofits Can Handle Major Gifts...
2023-03-2039 minMission + MarketsA Closer Look into CAPTRUST's Endowments and Foundations Survey Welcome to the debut episode of Mission + Markets! Listen as Heather Shanahan, CAPTRUST director of endowments and foundations talks through highlights of the fifth annual Endowments and Foundations survey, completed by 169 organizations around the country, and 59 percent of respondents are private nonprofits. Heather is joined by CAPTRUST Director of Asset/Liability James Stenstrom, and Grant Verhaeghe, CAPTRUST senior director and asset/liability practice leader. The three discuss staggering statistics regarding diversity, equity, and inclusion, plus practical ways to improve an organization's DEI efforts. They also consider reasons for the decline in values-based investing for endowments and foundations. ...
2023-02-2229 minRevamping RetirementSECURE 2.0: A Recordkeeper's PerspectiveIn this month's episode of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Vanguard Senior ERISA Consultant Janet Luxton to unpack SECURE 2.0 from a recordkeeper's perspective. The three look at what's required versus what is optional in the legislation, as well as a seemingly simple question: What do you focus on first? From required minimum distributions (RMDs) to emergency savings accounts, Janet provides an interesting viewpoint on the new ruling. Also in this episode, CAPTRUST Senior Financial Advisor Mike Webb kicks off his SECURE Act Series going over 403(b)s and CITs.
2023-02-2122 minRevamping RetirementBreaking Down SECURE 2.0 ActIn this month's episode of Revamping Retirement, Jennifer and Scott are joined by Dawn McPherson, CAPTRUST's director of retirement plan consulting. Listen as the team breaks down SECURE 2.0 Act, which passed at the end of 2022, including their favorite—and not so favorite—provisions of the legislation and potential benefits to participants. Jennifer and Dawn discuss the new required minimum distribution (RMD) age, student loan repayment options, the IRS correction program, the paper statement requirement, and more. Also in this episode, CAPTRUST Senior Financial Advisor Mike Webb sheds light on common misconceptions about excess deferrals for plan sponsors. To...
2023-01-1732 minRevamping RetirementBest of 2022On this month's Revamping Retirement, Jennifer Doss and Scott Matheson look back at 2022 and recap the year's most popular episodes. In the final episode of 2022, Jennifer and Scott discuss their favorite Revamping Retirement episodes of the year. From the changing landscape of the workforce to the importance of participant communication, the podcast covered a wide array of topics in 2022. Revamping Retirement welcomed guests to share their expertise across the industry, like economist Dr. Shlomo Benartzi and Rosalyn Brown, equity, diversity, and inclusion director for WE Inspire. Promote. Network (WIPN). Jennifer and Scott recap conversations on retirement trends, p...
2022-12-1429 minRevamping RetirementHSAs for Employers with AlegeusOn this month's Revamping Retirement, Scott Matheson and Jennifer Doss are joined by Lindsay Barnard, senior product manager at Alegeus, to discuss trends in today's Health Savings Account (HSA) industry. The health savings account (HSA) has only been around since 2003, thanks to an amendment to the Medicare Prescription Drug, Improvement, and Modernization Act. Despite the short time on the market, these accounts can make a huge impact on a participant's retirement financial planning. In this episode of Revamping Retirement, Lindsay shares the industry trends she sees regarding HSAs for participants from her vantage point as senior product manager at Alegeus...
2022-11-2136 minRevamping RetirementCybersecurity for Plan Sponsors and ParticipantsOn this month's Revamping Retirement, Scott Matheson is joined by guest host Audrey Wheat, Manager of Vendor Analysis at CAPTRUST, along with Jon Atchison, senior lead of governance, risk, and compliance. In honor of National Cybersecurity Awareness month, the trio discuss the need for retirement plan sponsors to understand and evaluate cybersecurity risks. Audrey and Jon break down the three-pronged 2021 Department of Labor cybersecurity guidance and share how plan sponsors have evolved their approaches as well as what still needs to be done. Later, Mike Webb shares an easy but effective way to gauge the success of...
2022-10-2829 min
West Michigan Weekend (A Public Affairs Program from iHeartradio)A conversation on money and life with Brian L. VandenBrink, Advisor | CEO, CapTrust Financial Advisors(10/02/22)On this week's program, host Phil Tower welcomes Brian L. VandenBrink, CIMA®, Advisor | CEO, CapTrust Financial Advisors. Cap Trust advises its clients on financial/wealth planning, estate planning, tax planning, investment management, life guidance, and more. Online:https://www.ctfa.com
2022-10-0228 minRevamping RetirementEffective Participant Communication MattersOn this episode of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Debra Gates, CAPTRUST manager of advice & wellness. Debra shares her thoughts on why employees are increasingly looking to employers for guidance on financial wellness and retirement readiness. She also talks about why effective communication requires plan sponsors to carefully consider the demographics of their employee population and adapt their approach for different participant groups. As the classic view of retirement evolves, Debra discusses how new strategies, media, and initiatives can drive good behavior to help employees get on track—and stay on track—to reac...
2022-09-2726 minRevamping RetirementThe Legislative Landscape and a Regulatory RecapIn episode 43 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Dawn McPherson, CAPTRUST's director of retirement plan consulting. Jennifer and Dawn recently attended the National Association of Plan Advisors (NAPA) D.C. Fly-In Forum, which provides an opportunity for retirement plan advisors to engage with key policymakers and get the inside scoop on what's going on in terms of legislative policy affecting the retirement industry. The two provide an update on where we're at with the Senate's Securing a Strong Retirement Act (SECURE 2.0) and the House's Retirement Improvement and Savings Enhancement to Supplement Healthy In...
2022-08-3128 minRevamping RetirementSave More Tomorrow 2.0: Harnessing Inertia with Dr. Shlomo BenartziIn episode 42 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Dr. Shlomo Benartzi, a behavioral economist widely known for the Save More Tomorrow (SMarT) program, which he pioneered with Nobel Laureate Dr. Richard Thaler. Save More Tomorrow is a behavioral nudge designed to help employees increase their saving rates gradually over time. The SMarT program was incorporated into the Pension Protection Act of 2006 and has since helped boost the retirement savings of more than 15 million Americans through auto-enrollment and auto-escalation features. More than 25 years later, Dr. Benartzi talks about the success of the SMarT program...
2022-07-1843 minRevamping RetirementA Mid-Year Check-In for Retirement Plan SponsorsIn episode 41 of Revamping Retirement, Jennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better known as SECURE 2.0—and the newly proposed Rise and Shine Act—formally known as the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for The Nest Egg Act. In Minute with Mike, Mike Webb discusses the types of investments permitted in defined...
2022-06-1523 minRevamping RetirementRetirement Industry Research: Insights for Plan SponsorsIn episode 40 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Shawn O'Brien, associate director of retirement research at Cerulli Associates, a strategic consulting and market research group focused on the financial services industry. With extensive research across industry stakeholders—from plan sponsors and participants to recordkeepers and asset managers—Shawn shares Cerulli's latest insights on key topics like the adoption of environmental, social, and governance (ESG) investing in retirement plans, plan sponsor reaction to inflation, and the prevalence of managed accounts. He also discusses what he considers to be the biggest disconnect between the demand...
2022-05-1243 minRevamping RetirementA Tumultuous Start to 2022In many regards, this year is off to a turbulent start. From the war in Eastern Europe and its effects on the markets and economy to continuing inflation and labor market concerns to retirement-related regulatory and legislative developments, there is no shortage of headlines for plan sponsors to consume. In episode 38 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Chief Investment Officer Mike Vogelzang to provide context around the challenging environment investors now face. Mike recaps where we are with the bond market, interest rates, and inflation and why maintaining a long-term focus during unse...
2022-04-1224 minRevamping RetirementThe MIT Age Lab and the Workplace of the FutureIn episode 38 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by John Diehl, director of applied insights at Hartford Funds on behalf of the Massachusetts Institute of Technology (MIT) Age Lab. The Age Lab is a multidisciplinary research program that works with businesses, nonprofits, and the government to understand the challenges and opportunities of longevity and emerging generational lifestyles. Its work is focused on driving innovation and practical solutions that improve the quality of life for older people. John shares the Age Lab's latest research on how shifting demographics, technology innovations, and new employee expectations...
2022-03-0928 minRevamping RetirementDEI: Why Checking the Box Isn't EnoughIn episode 37 of Revamping Retirement, Jennifer Doss and Scott Matheson sit down with Rosalyn Brown, equity, diversity, and inclusion director for We Inspire Promote Network (WIPN) to discuss why creating a culture of inclusivity can help differentiate organizations in a tight labor market. Rosalyn talks about the importance of looking at retirement plan benefits through the lens of equity, diversity, and inclusion, why the culture of money matters, and why communication is key to maintaining an inclusive culture. Later, Mike Webb joins to discuss plan sponsor considerations when it comes to vesting schedules and eligibility for employer...
2022-02-1026 minRevamping RetirementEpisode 36: Maximizing Benefits in a Tight Labor MarketIn episode 36 of Revamping Retirement, Jennifer Doss and Scott Matheson tackle one of the predominant themes of 2022—the tight labor market. As organizations react to the newest supply chain issue, many retirement plan sponsors are scrambling to understand what they can do to differentiate their retirement plan in an effort to recruit and retain talent. Jennifer and Scott provide context on the employment squeeze and the drivers behind it. They also offer actionable ideas on how organizations can ensure their plan is competitive, highlight distinguishing features, and maximize the impact of their benefit dollars. Chief Investment Officer Mi...
2022-01-1933 minRevamping RetirementThe Washington Outlook: Plan Sponsors ImplicationsIn episode 35 of Revamping Retirement, our hosts are joined by Jeff Bush, a Washington insider known for his ability to decode the often confusing tax and fiscal legislative landscape. Jeff provides an overview of what we can expect out of Washington in 2022—including a breakdown of the Infrastructure Investment and Jobs Act (IIJA) and what the Senate may cut from the House's version of the Build Back Better Act. Jeff also shares a recap of where Congress is on mandatory year-end legislation—like increasing the debt ceiling, approving government funding, and the National Defense Authorization Act (NDAA).
2021-12-1736 minRevamping RetirementEpisode 34: A Plan Sponsor's Passion for Diversity, Equity, and Inclusion (DEI)In episode 34 of Revamping Retirement, our hosts are joined by Sarah Harris and Jenn McCabe from Armanino, one of the top-25 largest accounting and business consulting firms in the U.S. Armanino is challenging the status quo by tackling the diversity, equity, and inclusion (DEI) conversation head-on—with transformative results. Sarah and Jenn share why Armanino is dedicated to DEI, the changes they've made to their retirement plan and benefits package, and why helping diverse people benefits all people. They also share their perspective on how other organizations can initiate or elevate their inclusivity efforts. La...
2021-11-1742 minRevamping RetirementEpisode 33: National Retirement Security MonthDid you know that October is National Retirement Security Month? In episode 33 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Matt Petersen, executive director of the National Association of Government Defined Contribution Plans (NAGDCA), the sponsoring organization of National Retirement Security Month (NRSM). Matt talks about the history of NRSM and why plan sponsors of all types may want to participate. He also shares his perspective on the legislative landscape and the key issues on the minds of his member plan sponsors. Later, Sandy Blair, director of retirement readiness at the California State Teachers' Retirement...
2021-10-2554 minRevamping RetirementInside the IndustryIn a special edition of Revamping Retirement, Jennifer Doss hosts live from the National Association of Plan Advisors (NAPA) 401(k) Summit in Las Vegas, alongside Phyllis Klein, senior director of Retirement Plan Services at CAPTRUST. Joining our hosts are two of the industry's most prominent ERISA attorneys: Fred Reish, partner in the Benefits & Executive Compensation practice group, the Investment Management group, and the Financial Services ERISA Team at Faegre Drinker; and David Levine, principal and co-chair of the Plan Sponsor Practice at Groom Law Group. Following our panel's robust conversation around current plan sponsor concerns...
2021-09-2730 minRevamping RetirementThe Impact of COVID, Current Trends, and Culture on Advisor Requests for Proposals (RFPs)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...
2021-08-2430 minRevamping RetirementA Mid-Year Check-In for Retirement Plan SponsorsIn 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...
2021-07-1934 minRevamping RetirementEpisode 29: The Discretion Decision: 3(21) Versus 3(38), What to Know about Annuities, and Cybersecurity in Retirement Plans 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...
2021-06-1735 minRevamping RetirementEpisode 28: Fee Benchmarking Trends, What to Know about PEPs, and a Recap on the MarketIn 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 m...
2021-05-2432 min
All About the GirlsElizabeth Adcock: Mother, Senior Specialist at CAPTRUST, Pianist, Passionate about Duneland YMCAElizabeth Adcock, Senior Specialist at CAPTRUST beginning in the summer of 2020 when Lakeside Wealth Management joined. At Lakeside, Elizabeth was the Director of Strategic Development, has over 15 years of experience in the finance industry. She began her career at Lakeside Wealth Management in 2010 in operations and client services. Prior to joining the Lakeside team, Elizabeth spent three years as a leading Sales Specialist for Unicous Marketing. Elizabeth has twin kindergarten daughters Madeline and Emelia and her husband Aaron has 4 children, 14 year old twin girls, and 15 and 18 year old boys. Personal Accolades
2021-05-021h 24Revamping RetirementEpisode 27: Debunking Retirement Myths with Nevin AdamsIn 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.
2021-04-2721 minRevamping RetirementEpisode 26: WE | Inspire | Promote | Network (WIPN)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.
2021-03-2414 minRevamping RetirementEpisode 25: The Business of Benefits with Bob TothIn 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...
2021-02-2421 minRevamping RetirementEpisode 24: The Experts Behind the Column - PLANSPONSOR's Ask the ExpertsIn 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...
2021-01-2622 min
The Economic Club of Florida podcastCAPTRUST Co-Founder & CEO Fielding Miller“The Emerging Financial Industry Giant – Independent Financial Advisory Firms” CAPTRUST Co-Founder & CEO Fielding Miller explains how independent firms are changing the financial advice industry and their impact to the economy, before a December 2, 2020 meeting of The Economic Club of Florida. Show NotesCAPTRUST is an independent Financial Advisory Firm, meaning it largely offers fee-based advice only, as compared to traditional investment management firms, including brokers, who do the actual investing through products that they have a stake in. Miller explained why that difference is important – and why the concept has caught on...
2021-01-0756 minRevamping RetirementEpisode 23: E is for ERISA with Christine RobertsIn 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.
2020-12-1619 minRevamping RetirementEpisode 22: Social Security Strategies with Mary Beth FranklinIn 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.
2020-11-2320 minRevamping RetirementEpisode 21: Making Retirement Cool - J.D. Carlson & the Retireholi(k)sIn episode 21, Mike Webb chats with arguably one of the coolest guys in retirement, J.D. Carlson. Learn how J.D. went from surf shop owner to CEO of TPA firm Plan Design Consultants, Inc., and host of the notorious Retireholi(k)s, a weekly show where retirement industry professionals notoriously get together for a few beers and "talk shop".
2020-10-2821 min
The COO RoundtableEP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family OfficeIn this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.” Matt had the pleasure of interviewing Kaylyn Melia, Chief Operating Officer at Socius Family Office and Karen Denise, Senior Director in charge of Client Service at CAPTRUST. Socius Family Office is headquartered in Ft. Lauderdale, Florida and has one office just outside of Pittsburg, Pennsylvania...
2020-10-0657 min
The Fiduciary U™ PodcastEp #5: Scaling an Advisory Firm to Over $400 Billion in AUA with Fielding Miller from CAPTRUSTMy guest today is Fielding Miller, who is cofounder and CEO of CAPTRUST, one of the nation's largest independent registered investment advisors with over $400 billion in assets under advisement, more than 700 employees, and over 40 offices around the US. On today's episode, Fielding and I discuss the origin story of CAPTRUST, how they got started in the wealth side in the business before transitioning into the corporate retirement space, and how they've been able to scale the business from 13 people to the size they are now. We talk about how technology will continue to make the participant experience more personalized...
2020-10-0556 minRevamping RetirementEpisode 20: Perspective and Personality: An ERISA AttorneyLet's face it, for most, ERISA and retirement plan law can be somewhat dull. However, this episode's Revamping Retirement guest has found a way to weave sports, pro-wrestling, soap operas and general '70s and '80s pop culture into his practice. Ary Rosenbaum practices ERISA and retirement plan law at The Rosenbaum Law Firm P.C. and is also known by industry insiders as "That 401(k) Guy," infusing personality into his practice through his That 401(k) Site website, conference series, and podcast. In this episode 20 of Revamping Retirement, Mike Webb chats with Ary about...
2020-09-2322 minRevamping RetirementEpisode 19: The Pandemic's Effect on the FIRE MovementIn episode 19, Mike Webb chats, once again, with J.Money, an award-winning personal finance blogger, about the impact of the pandemic on the FIRE (Financial Independence, Retire Early) movement. FIRE (Financial Independence, Retire Early) is a lifestyle movement that embraces the goal of achieving financial independence by decreasing spending and/or increasing income. Mike and J.Money discuss why now, in the middle of a pandemic and recession, individuals may want to consider adopting some of the key FIRE tenants. Will the pandemic light a flame for future FIRE movement participants?
2020-08-2125 minRevamping RetirementEpisode 18: The Need for Emergency SavingsAccording to a recent survey, more than 70% of employees would have some level of financial difficulty if their next paycheck was delayed by one week. Thus, the need for emergency savings to cover unforeseen expenses is clear. But how can employers encourage their participants to take control of their own financial wellness? One option, growing in popularity among retirement plan sponsors, is to offer an emergency savings account through the retirement plan recordkeeper. But are these "sidecar" accounts the best approach? In episode 18, Mike Webb and Jack Towarnicky of the American Retirement Association discuss differing...
2020-07-2232 minRevamping RetirementEpisode 17: The Case for Auto-EnrollmentAutomatic enrollment has gained significant traction over the past two decades, with nearly 71% of plans with 1000 or more participants utilizing the feature. Two recent studies by Vanguard and John Hancock share statistical data that helps highlight the overwhelming case for auto-enrollment as a defined contribution retirement plan strategy. In episode seventeen, Mike Webb discusses the statistical case for adopting auto-enrollment, as well as how finding the sweet spot for default deferrals and auto-escalation can help improve participants' retirement readiness.
2020-06-2209 minRevamping RetirementEpisode 16: The Basics of Target Date FundsTarget date funds have experienced increasing popularity and growth in recent years, becoming an important investment option in many defined contribution retirement plans. In episode sixteen, Mike Webb gets back to the basics to discuss the two primary types of target date funds - "off the shelf" and customized - and shares the key components used to evalutate these investments.
2020-05-2011 minRevamping RetirementEpisode 15: Issues with the CARES ActOn March 27, 2020, the House passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a $2.2 trillion dollar relief bill to counter the economic impact of the COVID-19 pandemic. The legislation contains several retirement plan-related provisions aimed at helping plan sponsors and participants deal with the implications of the pandemic. However, the nuances of three of the provisions may have some unintended consequences. In episode fifteen of Revamping Retirement, Mike Webb discusses the potential issues with these CARES Act provisions.
2020-04-2811 minRevamping RetirementEpisode 14: COVID-19 and Retirement PlansThe 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.
2020-03-2409 minRevamping RetirementEpisode 13: Revenue SharingRevenue 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.
2020-02-2110 minRevamping RetirementEpisode 12: The SECURE ActThe 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.
2020-01-2312 minRevamping RetirementEpisode 11: WMCHealth NetworkOver 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.
2019-12-1217 min
Gaining PerspectiveHow Captrust Blends Organic and Inorganic GrowthOne of the fastest growing and most active acquirers has been CAPTRUST, an RIA based in Raleigh, NC. In October, it acquired the wealth management business of Boston Advisors. In August, South Texas Money Management joined CAPTRUST. In June, it announced the addition of McQueen, Ball & Associates and Cornerstone Capital Advisors to its growing team. In 2018, CAPTRUST saw 21.5 percent revenue growth and $65 billion in new client assets. The firm now has more than 200 advisors across 43 locations and advises on more than $300 billion in client assets across its wealth management, retirement plan, and endowment and foundation lines of business.
2019-12-0920 minRevamping RetirementEpisode 10: Gonzaga UniversityIn 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.
2019-11-1918 minRevamping RetirementEpisode 9: The FIRE MovementIn episode nine of Revamping Retirement, Mike Webb chats with J.Money, an award-winning personal finance blogger and owner of the popular Budgets are Sexy website. As a notable member of the FIRE (Financial Independence, Retire Early) movement, J.Money shares his journey towards financial independence and the key tenants of FIRE, including how to adopt the philosophy without entirely sacrificing your lifestyle.
2019-10-1818 minRevamping RetirementEpisode 8: The State of Oregon PERS ExpoIn episode eight of Revamping Retirement, Mike Webb chats with Dean Carson and Roger Smith from the State of Oregon Public Employees Retirement System (Oregon PERS) about their innovative and highly regarded Retirement Savings Expo, an annual event that provides Oregon public employees an opportunity to learn about their various benefits all in one place, with a creative and fun approach. At the Expo, employees have direct access to valuable retirement planning activities, resources, and other useful information and can meet with PERS and Oregon Savings Growth Plan (OSGP) retirement counselors, health insurance experts, and investment professionals...
2019-09-2022 minRevamping RetirementEpisode 7: Missing ParticipantsIn episode seven of Revamping Retirement, Mike Webb explains the significance of missing participants.
2019-08-1210 minRevamping RetirementEpisode 6: Financial WellnessIn episode six of Revamping Retirement, Mike Webb explores the the importance of financial wellness programs to engage retirement plan participants.
2019-07-1710 min2019-06-1911 minRevamping RetirementEpisode 4: Retirement Plans Then and Now - FeesIn this three-part series, we take a look back at how the retirement plan industry has evolved over the past 25 years and what that means for plan sponsors today. We conclude with the one thing that has likely changed the most - fees.
2019-05-1713 minRevamping RetirementEpisode 3: Retirement Plans Then and Now - Plan Design & InvestmentsIn this three-part series, we take a look back at how the retirement plan industry has evolved over the past 25 years and what that means for plan sponsors today. Our second topic: plan design and investments.
2019-04-1513 min2019-03-1513 minRevamping RetirementEpisode 1: The Stock Market Doesn't MatterIn episode one of Revamping Retirement, Mike Webb explores why the stock market's short-term movements shouldn't scare retirement plan investors, the importance of staying the course and maintaining a diversified portfolio, and why retirement plan sponsors should concentrate their efforts on increasing participation and savings rates, rather than being hyper-focused on investments. Note: The content in this podcast is for institutional investors and plan sponsors. This information is intended to be educational and is not tailored to the investment needs of any specific investor. All examples of investor gains and losses are hypothetical and intended to illustrate...
2019-02-2112 min