Staying Ahead of the Curve

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

Staying Ahead of the Curve: Defined Contribution Investment Menu Design

Stacy Schaus, Executive Vice President and DC Practice Leader at PIMCO, sits down with Jeff to discuss defined contribution investment menu design.

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.

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.

The Small 401k Plan Marketplace

Scott Buffington, Founder of 401kplans.com and Tim Irvin, Consultant at Cammack Retirement sit down with Jeff Snyder to discuss the small 401kplan marketplace.

An Update on State-Run Auto-IRA Plans

In this episode, Lisa Massena, CFA, Executive Director of OregonSavesdiscusses State-Run Auto-IRA program initiatives.

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.

Digital Technology in 2017

In his interview, Dan Ramsden, Managing Director, Oberon Securities, discusses the widespread impact of digital technology and the trends he sees for 2017.

Election Day Special: The Impact on Retirement Plans

In his interview, Bradford P. Campbell, Counsel for Drinker, Biddle & Reath, LLP, discusses the potential impact of the election on retirement plans, the new 403(b) lawsuits, the state-run retirement plan initiatives and the possible DOL agenda for the incoming Administration.

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. 



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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