Staying Ahead of the Curve

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

Showing videos with the topic “Retirement Readiness”.

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A Case Study: The City of Los Angeles

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.

National Retirement Security Week

Polly Scott, Communications and 457 Deferred Compensation Plan Manager for the Wyoming Retirement System and NAGDCA Past-President discusses the National Retirement Security Week initiative and the Your Whole Story campaign

Case Study: The Oklahoma State University and A&M System

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.

Case Study: The University of Massachusetts Supplemental Retirement Program

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.

Perspectives on the Fiduciary Rule and the new administration

Bill Jasien, CEO and Managing Director of StoneHedge Global Partners, provides his perspective on the Fiduciary Rule and the new administration.  He also shares the 5 A's of defined benefit plans that can help revolutionize the defined contribution retirement plan marketplace.

Update from the National Institute on Retirement Security | Part II

In her interview, Diane Oakley, Executive Director for National Institute on Retirement Security shares her perspective on coverage and retirement plans. 

Update from the National Institute on Retirement Security | Part I

In her interview, Diane Oakley, Executive Director for National Institute on Retirement Security shares her perspective on coverage and retirement plans. 

Update on the Public Pension Landscape

In her interview, Dana Bilyeu, Executive Director for National Association of State Retirement Administrators, provides an update on the public pension landscape.

Public Pension Plan Research and Trends

In their interview, Keith Brainard, Research Director, & Alex Brown, Research Manager, for National Association of State Retirement Administrators discuss public pension plan research and trends.

Helping Americans Save for Retirement

In his interview, Jamie Ohl, President, Retirement Plan Services, Lincoln Financial Group discusses helping Americans save for 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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