Dec 17, 2021
In 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...
Nov 17, 2021
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...
Oct 25, 2021
Did 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...
Sep 27, 2021
In 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...
Aug 24, 2021
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...