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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 |
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Episode 81: Portability Services Network Update with Neal Ringquist
Wednesday, 22 October, 2025
In this episode of Revamping Retirement, hosts Audrey Wheat and Peter Ruffel welcome back Neal Ringquist, executive vice president and chief revenue officer of Retirement Clearinghouse, for a deep dive into auto portability and the Portability Services Network (PSN). Neal explains how auto portability enables seamless retirement balance transfers between employers, backed by regulatory support and a consortium of major record keepers. The conversation highlights key adoption metrics—over 21,000 plan sponsors enrolled and 16,700 completed transactions—and explores future applications like the Saver's Match. The episode also clears up common misconceptions and encourages plan sponsors to engage in expanding PSN's impact. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.
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