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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Workforce Data Analytics and How They Apply to Retirement Programs

Christopher Moore, CEO of ZeroedIn Technologies, discusses how using technology and data science can help organizations make better informed decisions, add value, and improve the quality of their employees' workforce life cycle.

Delivering Plan Outcomes

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.

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.

Case Study: Nassau Healthcare Deferred Compensation Plan

Kenny Nicolson, CSEA President, and Lynn Kramer, Treasurer, of Nassau Healthcare Corporation, share the details of their retirement plan benefit, including their high-touch service model, the need to understand employee data, the importance of fees relative to the overall value of the plan.

An Update on the Global Defined Contribution Marketplace

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

An Update on Local, Municipal and State Government Retirement Programs

Robert Schultze, President and CEO of ICMA-RC, discusses some of the trends in the public defined contribution market and the importance of people and technology in the industry. 

The Latest Trends for Plan Sponsors in the Governmental Market

Andrew Whiting, Vice President and Head of Government Markets at Lincoln Financial Group, discusses the latest trends for plan sponsors in the governmental market.

An Update on the Oregon State-Run Auto-IRA Programs

Lisa Massena, Executive Director of OregonSaves shares an update on the program. The OregonSaves initiative provides a savings vehicle for employees of firms without formal retirement programs.



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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