 |
Revamping RetirementAuthor: CAPTRUST
Let's face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costsall while navigating the compliance nuances of today's employer-sponsored retirement plan landscapeis 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 topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement. Hosted by CAPTRUST's Defined Contribution Practice Leader Jennifer Doss and CAPTRUST's institutional business head, Scott Matheson, the two provide the unique perspective of overseeing the retirement plan practice at one of the largest registered investment advisors in the U.S. To learn more about CAPTRUST, visit captrust.com. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Episode 84: Rethinking Retirement Income
Episode 84
Friday, 20 February, 2026
In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick are joined by Benny Goodman of the TIAA Institute to unpack what retirement income really means for individuals and for plan sponsors. The conversation explores the shift from saving to spending, the role of Social Security as an income foundation, and why guaranteed income tools like annuities are often misunderstood. Goodman also shares why employers are increasingly focused on helping participants retire through their plans, not just to retirement, and what that could mean for the future of workplace retirement plans. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.
