Jun 17, 2026
In episode 87 of Revamping Retirement, CAPTRUST’s Jennifer Doss and Pete Ruffel explore the realities of 401(k) audits, featuring guest Brad Bartels, partner at MUN CPAs, with decades of experience in the field. The conversation breaks down the purpose of retirement plan audits, emphasizing that they are designed to...
May 15, 2026
In this episode of Revamping Retirement, CAPTRUST’s Audrey Wheat and Matt Patrick sit down with Jake Connors of Cofi to discuss how independent search consultants can help plan sponsors navigate one of their most important fiduciary decisions—selecting a retirement plan advisor. The conversation explores how...
Apr 15, 2026
In this episode of Revamping Retirement, Pete Ruffel and Jennifer Doss sit down with Kelsey Mayo, Chief of Retirement Policy and Regulatory Affairs at the American Retirement Association, to unpack the Department of Labor’s newly proposed rule on fiduciary duties and the selection of designated investment alternatives...
Feb 20, 2026
In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick are joined by Benny Goodman of the TIAA Institute to unpack what retirement income really means for individuals and for plan sponsors. The conversation explores the shift from saving to spending, the role of Social Security as an income foundation,...
Jan 16, 2026
In this episode of Revamping Retirement, hosts Matt Patrick and Pete Ruffel unpack insights from CAPTRUST’s first annual Financial Wellness Survey. They’re joined by Chris Whitlow and Cat Ellis, who break down the evolving landscape of financial stress, engagement trends, and what employees truly want from...