Dec 15, 2023
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...
Nov 16, 2023
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...
Oct 16, 2023
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...
Sep 19, 2023
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...
Aug 21, 2023
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...