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Sports, politics and business intersect as former Senator Bill Bradley shares the values he’s learned from his storied career and how they apply today. Filmed on-location at the Bleacher Report, the interview includes a look back at the Senator’s experience authoring tax reform in the 1980’s and how those lessons can be applied to today’s efforts to reform.
Emily Wrightson, Director, Cammack Retirement Group, shares some of the trends she's seeing among plan sponsors, including the shift from an investment focus to a more holistic look at retirement plans, as well as the emphasis on data protection, equitable participant fees, benchmarking, and data mining to target specific groups of participants.
Elizabeth (Beth) Bell, Tax Counsel, U.S. Senate, discusses the shift in legislative focus towards tax reform and what that could potentially mean for retirement plans, including "rothification."
Matthew O'Hara, PhD, CFA, Managing Director at BlackRock, discusses the global defined contribution marketplace.
Tim Rouse, Executive Director, the SPARK Institute, shares an update on the retirement plan landscape.
Jennifer Perkins, Co-President of the Defined Contribution Real Estate Council (DCREC), discusses the use of direct real estate and less liquid investments in defined contribution retirement plans.
Elizabeth (Beth) Bell, Tax Counsel at U.S. Senate, Senator Benjamin Cardin's (D-MD) Office, discusses the ongoing, bi-partisan interest in tax reform and what it could mean for retirement programs.
Joseph C. Flaherty, Jr., Chief Investment Risk Officer, MFS Investment Management & Denise Burns, CFA, Vice President & Head of Investments, Cammack Retirement Group discuss the appropriateness of target date funds.
Charlotte Clark, Director of Private Pensions and Stewardship at the Department for Work and Pensions (DWP) discusses the United Kingdom Pension System and how it differs from the U.S. Model.
Steven Montagna, Executive Director of the City of Los Angeles Deferred Compensation Plan, shares some of the innovative ways the city is engaging employees to ensure retirement readiness and financial wellness.
Note: This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.
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