Staying Ahead of the Curve

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

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.

An Update on State-Run Auto-IRA Plans

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

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. 

The Impact of Defined Benefit Pension Plans of the US Economy

In her interview, Diane Oakley, Executive Director for National Institute on Retirement Security, discusses the impact of defined benefit pension plans of the US economy. 

Effectively Communicating to Plan Members

In his interview, David Brine, Communications Director, Washington State Department of Retirement Systems, discusses how to effectively communicate to plan members.

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.



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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