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Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Trends in Advice and Wellness with Chris Whitlow
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21:51
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In episode 50 of Revamping Retirement, Jennifer Doss and Dawn McPherson talk with Chris Whitlow, CAPTRUST senior director of advice and wellness. Before joining CAPTRUST, Chris founded Edukate, a digital financial wellness platform. The three talk through what’s trending in terms of financial wellness, and why it’s the topic of conversation among r…
In this month’s episode of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Vanguard Senior ERISA Consultant Janet Luxton to unpack SECURE 2.0 from a recordkeeper’s perspective. The three look at what’s required versus what is optional in the legislation, as well as a seemingly simple question: What do you focus on first? From r…
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Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini
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Not realizing just how much nursing home care and elder care can threaten your finances until faced with admitting a loved one to a nursing home after a hospitalization can be eyeopening, to say the least. If you're concerned about how to protect your assets from nursing home costs, you're at an advantage if you can plan at least five years out. Bu…
In this month’s episode of Revamping Retirement, Jennifer and Scott are joined by Dawn McPherson, CAPTRUST’s director of retirement plan consulting. Listen as the team breaks down SECURE 2.0 Act, which passed at the end of 2022, including their favorite—and not so favorite—provisions of the legislation and potential benefits to participants. Jennif…
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Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA
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In the fray of market volatility, domestic political ambiguities, and global geopolitical risks and issues (not to mention obstinate inflation), we feel that investors need a checklist of financial to-dos that may help them navigate complicated times. At the end of each year, there are a multitude of financial-life decisions to make that could impa…
On this month’s Revamping Retirement, Jennifer Doss and Scott Matheson look back at 2022 and recap the year’s most popular episodes. In the final episode of 2022, Jennifer and Scott discuss their favorite Revamping Retirement episodes of the year. From the changing landscape of the workforce to the importance of participant communication, the podca…
On this month’s Revamping Retirement, Scott Matheson and Jennifer Doss are joined by Lindsay Barnard, senior product manager at Alegeus, to discuss trends in today’s Health Savings Account (HSA) industry. The health savings account (HSA) has only been around since 2003, thanks to an amendment to the Medicare Prescription Drug, Improvement, and Mode…
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Episode #10: College Planning and Funding with Tammy Pompei, CFP®
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Many parents are faced with balancing how to plan for paying for their child’s education while keeping their own retirement plans on track. Figuring out how to pay for college is both confusing and essential. If you and your teen are college planning, money is likely a top priority. Even if you don’t already have a plan, it’s not too late to put on…
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Cybersecurity for Plan Sponsors and Participants
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On this month’s Revamping Retirement, Scott Matheson is joined by guest host Audrey Wheat, Manager of Vendor Analysis at CAPTRUST, along with Jon Atchison, senior lead of governance, risk, and compliance. In honor of National Cybersecurity Awareness month, the trio discuss the need for retirement plan sponsors to understand and evaluate cybersecuri…
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Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey
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In Episode #9 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Bob Carey, Chief Market Strategist at First Trust, a trusted investment products and advisory services partner to Braun-Bostich & Associates, to discuss the 2022 Market and the many headlines that have affected the market. Listen as Amy and Bob ta…
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Effective Participant Communication Matters
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On this episode of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Debra Gates, CAPTRUST manager of advice & wellness. Debra shares her thoughts on why employees are increasingly looking to employers for guidance on financial wellness and retirement readiness. She also talks about why effective communication requires plan sponsors …
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The Legislative Landscape and a Regulatory Recap
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In episode 43 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Dawn McPherson, CAPTRUST’s director of retirement plan consulting. Jennifer and Dawn recently attended the National Association of Plan Advisors (NAPA) D.C. Fly-In Forum, which provides an opportunity for retirement plan advisors to engage with key policymakers an…
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Save More Tomorrow 2.0: Harnessing Inertia with Dr. Shlomo Benartzi
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In episode 42 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Dr. Shlomo Benartzi, a behavioral economist widely known for the Save More Tomorrow (SMarT) program, which he pioneered with Nobel Laureate Dr. Richard Thaler. Save More Tomorrow is a behavioral nudge designed to help employees increase their saving rates gradually ov…
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Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini
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When an individual retirement account (IRA) is payable to an estate or to a trust that pays outright to beneficiaries, the fiduciary naturally wishes to distribute the benefits in the most tax-efficient manner to effectuate the closing of the estate or trust. In Episode #8 of Intentional Wealth, host Cassandra Kirby of Braun-Bostich & Associates is…
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A Mid-Year Check-In for Retirement Plan Sponsors
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In episode 41 of Revamping Retirement, Jennifer Doss and Scott Matheson check in on their 2022 predictions and discuss what the second half of the year may have in store for the retirement industry. Find out where we are with the DOL Rule, environmental, social, and governance (ESG) guidance, the Securing a Strong Retirement Act of 2022—better know…
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Retirement Industry Research: Insights for Plan Sponsors
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In episode 40 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Shawn O’Brien, associate director of retirement research at Cerulli Associates, a strategic consulting and market research group focused on the financial services industry. With extensive research across industry stakeholders—from plan sponsors and participants to…
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Episode #07: Caring for Your Home with Matt Simpson
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The Freedom Home Advantage mission ensures Peace of Mind: The feeling you experience when you know things are taken care of by someone who has your best interests in mind; and Freedom of Time: Realizing time is available to spend with the ones you love, to do your favorite things, and to fully enjoy your home forever! In Episode #7 of Intentional W…
In many regards, this year is off to a turbulent start. From the war in Eastern Europe and its effects on the markets and economy to continuing inflation and labor market concerns to retirement-related regulatory and legislative developments, there is no shortage of headlines for plan sponsors to consume. In episode 38 of Revamping Retirement, Jenn…
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The MIT Age Lab and the Workplace of the Future
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In episode 38 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by John Diehl, director of applied insights at Hartford Funds on behalf of the Massachusetts Institute of Technology (MIT) Age Lab. The Age Lab is a multidisciplinary research program that works with businesses, nonprofits, and the government to understand the challe…
In episode 37 of Revamping Retirement, Jennifer Doss and Scott Matheson sit down with Rosalyn Brown, equity, diversity, and inclusion director for We Inspire Promote Network (WIPN) to discuss why creating a culture of inclusivity can help differentiate organizations in a tight labor market. Rosalyn talks about the importance of looking at retiremen…
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Episode #06: Dementia Care with Carrie Chiusano
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With an estimated 6.2 million Americans aged 65 and older living with some form of dementia in 2021, chances are that most of us will either know someone afflicted with the disease, be faced with having to care for someone diagnosed, or experience the symptoms and be diagnosed ourselves. In Episode #6 of Intentional Wealth, host Amy Braun-Bostich o…
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Episode 36: Maximizing Benefits in a Tight Labor Market
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In episode 36 of Revamping Retirement, Jennifer Doss and Scott Matheson tackle one of the predominant themes of 2022—the tight labor market. As organizations react to the newest supply chain issue, many retirement plan sponsors are scrambling to understand what they can do to differentiate their retirement plan in an effort to recruit and retain ta…
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Episode #05: Internet Security and Cyber-Threats with Brian Hess
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As BBAs trusted IT partner, Spera Partners' mission is to help its clients advance their business by partnering with them to proactively manage their technology and create innovative technology processes, including protecting them from cyber-threats. In Episode #5 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined…
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Episode 35: The Washington Outlook: Plan Sponsor Implications
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In episode 35 of Revamping Retirement, our hosts are joined by Jeff Bush, a Washington insider known for his ability to decode the often confusing tax and fiscal legislative landscape. Jeff provides an overview of what we can expect out of Washington in 2022—including a breakdown of the Infrastructure Investment and Jobs Act (IIJA) and what the Sen…
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Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar
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As one of BBA Cares’ supported organizations, Young Life Capernaum introduces adolescents with disabilities to Jesus Christ while helping them to grow in their faith and strengthen community ties. In Episode #4 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Katelyn Nassar of Young Life Capernaum to discuss …
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Episode 34: A Plan Sponsor’s Passion for Diversity, Equity, and Inclusion (DEI)
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In episode 34 of Revamping Retirement, our hosts are joined by Sarah Harris and Jenn McCabe from Armanino, one of the top-25 largest accounting and business consulting firms in the U.S. Armanino is challenging the status quo by tackling the diversity, equity, and inclusion (DEI) conversation head-on—with transformative results. Sarah and Jenn share…
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Episode 33: National Retirement Security Month
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Did you know that October is National Retirement Security Month? In episode 33 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Matt Petersen, executive director of the National Association of Government Defined Contribution Plans (NAGDCA), the sponsoring organization of National Retirement Security Month (NRSM). Matt talks about…
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Episode #03: Tax Planning Strategies with Barb LoPresti
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Given that taxes are one of our greatest expenses in life, proper planning in this area can make an enormous difference. In Episode #3 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal and business tax planning strategies. Barb’s vision int…
In a special edition of Revamping Retirement, Jennifer Doss hosts live from the National Association of Plan Advisors (NAPA) 401(k) Summit in Las Vegas, alongside Phyllis Klein, senior director of Retirement Plan Services at CAPTRUST. Joining our hosts are two of the industry’s most prominent ERISA attorneys: Fred Reish, partner in the Benefits & E…
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Episode #02: Medicare Planning with Cassy Phillips
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Whether you’re retired or still working, Medicare will likely become part of your life after you turn 65. How do you sort through your coverage options? When (and how) do you enroll? And, what if you have other health insurance? In Episode #2 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Cassy Phillips fro…
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Episode 31: The Impact of COVID, Current Trends, and Culture on Advisor Requests for Proposals (RFPs)
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In episode 31 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Greg Middleton, Senior Director of Business Development and Sales Enablement at CAPTRUST, to discuss his recent webinar on advisor requests for proposals (RFPs). Middleton provides unique industry perspective on why challenging times often drive plan sponsors to asses…
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Episode 30: A Mid-Year Check-In for Retirement Plan Sponsors
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In episode 30 of Revamping Retirement, Jennifer Doss and Scott Matheson circle back on her predictions for 2021 and discuss where the retirement industry sits at the halfway mark of this year. Find out how plan sponsors are reacting to the increased interest in environmental, social, and governance (ESG) investing and regulatory ambiguity, what the…
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Episode 29: The Discretion Decision: 3(21) Versus 3(38), What to Know About Annuities, and Cybersecurity in Retirement Plans
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In episode 29 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Jenny Eller, Principal at Groom Law Group and co-head of the firm’s Retirement Services and Fiduciary Practice. Jenny shares her perspective on plan sponsor considerations for selecting a nondiscretionary or discretionary advisor, the reasons behind the trend towa…
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Episode 28: Fee Benchmarking Trends, What to Know about PEPs, and a Recap on the Market
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In episode 28 of Revamping Retirement, Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson, who lead the employer-sponsored retirement plan practice at CAPTRUST. The two discuss CAPTRUST’s recent fee benchmarking webinar, including the future of fees, structuring fees to make retirement plans more attractive, and what tops the li…
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Episode 27: Debunking Retirement Myths with Nevin Adams
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In episode 27 of Revamping Retirement, Mike Webb is joined by Nevin Adams, chief content officer of the American Retirement Association (ARA). In addition to curating content, Adams serves as a prolific author of ARA’s publications. Adams has gained notoriety for correcting many of the common retirement misconceptions perpetuated by the media—an ar…
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Episode 26: WE | Inspire | Promote | Network (WIPN)
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In episode 26 of Revamping Retirement, Mike Webb chats with Jennifer Norr, President of WE | Inspire | Promote | Network (WIPN), formerly known as the Women in Pensions Network, to discuss the organization’s mission, the impact of COVID on women in the workplace, and what WIPN’s recent research findings identify as the key areas for improvement to …
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Episode 25: The Business of Benefits with Bob Toth
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In episode 25, Mike Webb chats with, Bob Toth, author of the popular Business of Benefits blog and founder of Toth Law and Applied Pension Professionals. With more than 35 years of experience practicing employee benefits law, Bob Toth is an expert to the experts - particularly in the areas of 403(b) plans and annuity products. Mike and Bob discuss …
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Episode 24: The Experts Behind the Column - PLANSPONSOR's Ask the Experts
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22:48
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In episode 24, Mike Webb chats with David Levine, Principal at Groom Law Group, and Rebecca Moore, Managing Editor of PLANSPONSOR Digital, to discuss the popular and long-running PLANSPONSOR Ask the Expert column. With more than a decade worth of plan sponsors questions answered by industry experts, the column continues to be one of the most popula…
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Episode 23: E is for ERISA with Christine Roberts
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19:36
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In episode 23, Mike Webb chats with Christine Roberts, a prominent ERISA attorney and author of the popular E is for ERISA blog. Christine shares the backstory of her blog, the "DB-ification" trend in defined contribution retirement (DC) plans and the movement toward more employer-control versus employee discretion of DC plans to better provide a s…
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Episode 22: Social Security Strategies with Mary Beth Franklin
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In episode 22, Mike Webb chats with Mary Beth Franklin, contributing editor to InvestmentNews and a nationally recognized expert on Social Security claiming strategies. Sharing the current funding concerns and potential future reforms for social security, Mary Beth provides tips on when to claim and when to delay social security benefits in order t…
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Episode 21: Making Retirement Cool - J.D. Carlson & the Retireholi(k)s
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In episode 21, Mike Webb chats with arguably one of the coolest guys in retirement, J.D. Carlson. Learn how J.D. went from surf shop owner to CEO of TPA firm Plan Design Consultants, Inc., and host of the notorious Retireholi(k)s, a weekly show where retirement industry professionals notoriously get together for a few beers and "talk shop".…
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Episode 20: Perspective and Personality: An ERISA Attorney
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22:29
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Let's face it, for most, ERISA and retirement plan law can be somewhat dull. However, this episode's Revamping Retirement guest has found a way to weave sports, pro-wrestling, soap operas and general '70s and '80s pop culture into his practice. Ary Rosenbaum practices ERISA and retirement plan law at The Rosenbaum Law Firm P.C. and is also known by…
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Episode 19: The Pandemic's Effect on the FIRE Movement
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In episode 19, Mike Webb chats, once again, with J.Money, an award-winning personal finance blogger, about the impact of the pandemic on the FIRE (Financial Independence, Retire Early) movement. FIRE (Financial Independence, Retire Early) is a lifestyle movement that embraces the goal of achieving financial independence by decreasing spending and/o…
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Episode 18: The Need for Emergency Savings
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According to a recent survey, more than 70% of employees would have some level of financial difficulty if their next paycheck was delayed by one week. Thus, the need for emergency savings to cover unforeseen expenses is clear. But how can employers encourage their participants to take control of their own financial wellness? One option, growing in …
Automatic enrollment has gained significant traction over the past two decades, with nearly 71% of plans with 1000 or more participants utilizing the feature. Two recent studies by Vanguard and John Hancock share statistical data that helps highlight the overwhelming case for auto-enrollment as a defined contribution retirement plan strategy. In ep…
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Episode 16: The Basics of Target Date Funds
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Target date funds have experienced increasing popularity and growth in recent years, becoming an important investment option in many defined contribution retirement plans. In episode sixteen, Mike Webb gets back to the basics to discuss the two primary types of target date funds - "off the shelf" and customized - and shares the key components used …
On March 27, 2020, the House passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a $2.2 trillion dollar relief bill to counter the economic impact of the COVID-19 pandemic. The legislation contains several retirement plan-related provisions aimed at helping plan sponsors and participants deal with the implications of the pand…
The market volatility and uncertainty surrounding the coronavirus pandemic have many retirement plan investors concerned. In Episode 14, Mike Webb shares some perspective on the recent market downturn and its impact on retirement plans.
Revenue sharing refers to the practice of investment providers sharing revenue with recordkeepers in exchange for performing some of the duties that the investment provider would typically have to do. Understandably, this can be a confusing topic for retirement plan sponsors. In Episode 13 of Revamping Retirement, Mike Webb simplifies the concept o…
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, aims to improve retirement security for many Americans. Since its passage in December of 2019, it has readily been at the center of retirement plan dialogue. In episode twelve of Revamping Retirement, Mike Webb shares the major provisions and disc…
