Revamping Retirement Podcast


Showing entries with the service “Defined Contribution Services”.

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23

Jan 2020

Episode 12: The SECURE Act

In ​episode twelve, Mike Webb shares the key provisions of the SECURE Act and the impact they will have on retirement plan sponsors and participants

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12

Dec 2019

Episode 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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19

Nov 2019

Episode 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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18

Oct 2019

Episode 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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20

Sep 2019

Episode 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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17

Jul 2019

Episode 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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19

Jun 2019

Episode 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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17

May 2019

Episode 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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