Christa Louthan, Assistant Chief HR Officer at the Oklahoma State University shares the process they undertook to consolidate recordkeepers, streamline investments and create a consolidated retirement "brand" across the university system - all while effectively engaging participants through focus groups and other communication initiatives.
David Musto, President, Great-West Investments discusses investment product construction in defined contribution retirement plans.
Polly Scott, Communications and 457 Deferred Compensation Manager for the Wyoming Retirement System and past President of the National Association of Government Defined Contribution Administrators (NAGDCA) provides an update on the organization
Polly Scott, Communications and 457 Deferred Compensation Manager for the Wyoming Retirement System shares key highlights from the plan.
Polly Scott, Communications and 457 Deferred Compensation Manager for the Wyoming Retirement System and past-President of NAGDCA provides an update on NAGDCA's legislative efforts on the Hill.
Stacy Schaus, Executive Vice President and DC Practice Leader at PIMCO, sits down with Jeff to discuss defined contribution investment menu design.
Andrew Russell and Matthew Wamback of the University of Massachusetts System Office explain the development of their supplemental retirement program, how the University improved the plan's administration and effectiveness, and the importance of communicating and educating plan participants.
Preston Rutledge, Senior Tax & Benefits Counsel, Senate Finance Committee, sits down with Jeff to discuss the Senate Finance Committee's legislative agenda, tax reform and its impact on retirement plans, the fiduciary rule and the global future of retirement.
In this episode, Lisa Massena, CFA, Executive Director of OregonSaves, discusses State-Run Auto-IRA program initiatives.
In his interview, Dan Ramsden, Managing Director, Oberon Securities, discusses the widespread impact of digital technology and the trends he sees for 2017.
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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