Showing entries from 2019.
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Dec 2019Episode 11: WMCHealth Network
In episode eleven, Mike Webb chats with Jordy Rabinowitz and Tracy Tillery from WMCHealth Network about how the organization successfully integrated plans while enhancing overall benefits during a period of hightened merger and acquisition activity.
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Nov 2019Episode 10: Gonzaga University
In episode ten, Mike Webb talks with Lisa Schwartzenburg, the Assistant Director of Benefits at Gonzaga University, about the role the university's unique culture plays in regard to their retirement plan and other employee benefits.
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Oct 2019Episode 9: The FIRE Movement
In episode nine of Revamping Retirement, Mike Webb chats with J.Money, an award-winning personal finance blogger and notable member of the FIRE (Financial Independence, Retire Early) movement.
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Sep 2019Episode 8: The State of Oregon PERS Expo
In episode eight, Mike Webb chats with Dean Carson and Roger Smith from the State of Oregon about their innovative and highly regarded Retirement Savings Expo, an annual event that provides employees an opportunity to learn about their benefits in one place, with a creative and fun approach.
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Aug 2019Episode 7: Missing Participants
In episode seven of Revamping Retirement, Mike Webb explains the significance of missing participants.
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Jul 2019Episode 6: Financial Wellness
In episode six of Revamping Retirement, Mike Webb explores the the importance of financial wellness programs to engage retirement plan participants.
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Jun 2019Episode 5: What is a 403(b) Plan?
In episode five of Revamping Retirement, Mike Webb attempts to demystify 403(b) plans by sharing the basics, exploring why they exist and how they differ from 401(k) plans.
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May 2019Episode 4: Retirement Plans Then and Now - Fees
In this three-part series, we take a look back at how the retirement plan industry has evolved over the past 25 years and what that means for plan sponsors today. We conclude with the one thing that has likely changed the most - fees.
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Apr 2019Episode 3: Retirement Plans Then and Now - Plan Design & Investments
In this three-part series, we take a look back at how the retirement plan industry has evolved over the past 25 years and what that means for plan sponsors today. Our second topic: plan design and investments.
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Mar 2019Episode 2: Retirement Plans Then and Now - Technology
In this three-part series, we take a look back at how the retirement plan industry has evolved over the past 25 years and what that means for plan sponsors today. First up: technology.
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