Staying Ahead of the Curve

Ideas and Insights to Help Build a Better Retirement and Financial System

Showing videos with the topic “Legislative/Regulatory”.

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The Intersection of sports, politics and business with Former Senator Bill Bradley

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.

State Retirement Systems

Jim Potvin, Executive Director, Employees' Retirement System of Georgia, shares the details of the state's hybrid defined benefit (DB) / defined contribution (DC) system, including their triple focus on retirement readiness from the DC perspective, sustainability from the DB perspective, and integrated communications for both the DB/DC plans to help employees understand the holistic value of their benefits.

The Pulse on Tax Reform

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."

A Special on Healthcare

Earle Allen, Partner and Healthcare Practice Leader at Cammack Retirement Group, provides an update on the healthcare space, including the evolving legislative environment, the importance of financial wellness and targeted communication campaigns, the equitable distribution of fees and the use of stable value investments in retirement plans.

The RIA and Financial Advisor Landscape - An Update on the Latest Trends

Rich DeSalvo, President of Richard DeSalvo Consulting, LLC shares the latest trends as they relate to the RIA and financial advisor landscape.

An Update on the Global Defined Contribution Marketplace

Matthew O'Hara, PhD, CFA, Managing Director at BlackRock, discusses the global defined contribution marketplace.

A Look at Tax Reform and its Potential Impact on Retirement Programs

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.

A Look at the United Kingdom Pension System

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.

The Legislative Update from the Hill

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.

An Update from the Hill

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.



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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