Doug Fisher, Washington Strategy and Advocacy, sits down with Emily Wrightson to discuss the current state of legislative affairs as it pertains to retirement plans, including the proposed Retirement Enhancement and Savings Act. He also shares some of the hot topics on which legislators are focused, such as state-run retirement plans, government involvement in fees, data security in retirement plans, and addressing longevity risk.
Beth Pearce, Vermont State Treasurer, discusses the importance of providing retirement coverage to everyone and how her state's Multiple Employer Plan (MEP) will work to provide a secure, vetted retirement option for all of Vermont’s small employers.
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.
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.
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."
Alex Hannah, Managing Vice President, Marketing and Communications at ICMA Retirement Corporation, discusses the nuances of how best to engage public sector employees.
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.
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.
Matthew O'Hara, PhD, CFA, Managing Director at BlackRock, discusses the global defined contribution marketplace.
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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