Dec 17, 2024
Bonnie 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...
Nov 18, 2024
The
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...
Oct 30, 2024
It’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...
Sep 27, 2024
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...
Sep 10, 2024
For 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...