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★★★★★

4.9

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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 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.

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Episode 83: What Employees Really Want from Financial Wellness

2026/01/16

In this episode of Revamping Retirement, hosts Matt Patrick and Pete Ruffel unpack insights from CAPTRUST's first annual Financial Wellness Survey. They're joined by Chris Whitlow and Cat Ellis, who break down the evolving landscape of financial stress, engagement trends, and what employees truly want from their financial wellness programs. The conversation highlights key findings around generational differences, the power of personalized one‑on‑one advice, and surprising gaps between what stresses employees and what they're most eager to learn. Together, the group explores how plan sponsors and advisors can turn these insights into more effective, tailored strategies that genuinely support participants' financial confidence. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Episode 82: Navigating Market Shifts with Jim Underwood

2025/11/19

In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick sit down with Jim Underwood, CAPTRUST's head of portfolio management, to unpack the latest trends shaping financial markets and what they mean for retirement plan sponsors. From Federal Reserve rate cuts and inflation outlooks to equity market concentration and global investment considerations, the conversation dives into the forces driving today's investment landscape. Tune in for practical insights on navigating volatility and positioning plans for long-term success. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Episode 81: Portability Services Network Update with Neal Ringquist

2025/10/22

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.

Episode 80: DC Plan Trends with T. Rowe Price

2025/09/29

In this episode of Revamping Retirement, CAPTRUST's Matt Patrick and Audrey Wheat are joined by Jessica Sclafani, senior defined contribution strategist at T. Rowe Price, to unpack key findings from the 2025 DC Consult Study. Sclafani highlights the slow but steady shift toward actionable retirement income solutions and the increased attention to integrating private assets into target date funds. Tune in for valuable insights, practical takeaways, and a peek into Sclafani's personal vision of retirement (hint: it involves eccentric hats and lots of dogs). Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Navigating Retirement Plan Risks

2025/08/14

In this episode of Revamping Retirement, hosts Audrey Wheat and Pete Ruffel welcome Eric Dyson, executive director at 90 North Consulting, who offers strategic guidance for plan sponsors on fiduciary governance, investment oversight, and enhancing participant outcomes. The discussion delves into the broader implications of recent Supreme Court rulings and examines emerging developments in retirement plan design, including managed accounts and collective investment trusts. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Episode 78: Evaluating Private Market Investments in Retirement Plans

2025/07/21

In episode 78 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market investments—such as private equity and private credit—within defined contribution (DC) plans. They discuss potential allocations, operational challenges, and the practical implications for plan sponsors, including fees, liquidity constraints, and valuation transparency. Lucian and Josh also share insights on fiduciary due diligence, the importance of transparency, and what sponsors need to evaluate before incorporating private strategies into their retirement plan lineups.

Episode 77:What the Supreme Court's ERISA Decision Means for Retirement Plans

2025/06/24

In Episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell Supreme Court decision on ERISA prohibited transactions. The episode delves into the nuances of ERISA's prohibited transaction rules, exemptions, and the recent Supreme Court ruling affecting litigation against plan sponsors. Stephanie provides practical guidance for plan fiduciaries, emphasizing robust processes and documentation to navigate this evolving landscape.

Episode 76: Fi360

2025/05/19

In episode 76 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick delve into how AI is transforming the retirement planning industry with guest John Faustino from Fi360. John shares how AI is helping to enhance advisor efficiency, create tailored investment strategies, and improve participant engagement, while stressing the importance of maintaining human oversight to counter cybersecurity risks and avoid misinformation. The discussion also touches on the AI-driven future of retirement income solutions and the need for personalized advice in a rapidly evolving financial landscape.

Episode 75: Steven Horner on Fixed Income Solutions

2025/04/23

In this episode, hosts Matt Patrick and Jennifer Doss discuss capital preservation investments with Steven Horner, fixed income portfolio manager at Franklin Templeton. Steven explains the differences between stable value and money market funds, emphasizing that stable value funds can offer higher returns due to longer-term investments and insurance protection. The discussion highlights various types of stable value options and key considerations for plan sponsors like transparency, cost, and termination provisions. They also touch on the current market volatility and its effects on these investments.

Episode 74: Scott Eckel

2025/03/25

In episode 74 of Revamping Retirement, hosts Jennifer Doss and Pete Ruffel discuss governmental affairs with Scott Eckel, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. Scott discusses his role as a lobbyist and they cover key issues such as financial regulations, e-delivery of documents, and the new administration's potential impact on tax reform and retirement policies. Scott also touches on the budget reconciliation process and its implications.

Episode 73: Jessica Dickler on Navigating Financial Influencers

2025/02/12

In this episode, Jessica Dickler, a personal finance writer for CNBC, joins hosts Matthew Patrick and Audrey Wheat to tackle social media's impact on financial education. How have platforms like TikTok, Instagram, and LinkedIn become go-to sources for financial advice, especially for Gen Z and millennials? Is this a perilous path, or a great new way for new generations to learn financial wellness? Tune in to discover how social media is reshaping the landscape of personal finance.

Episode 72: Plan Sponsor Predictions for 2025

2025/01/13

How well did your hosts do with predicting how the ever-evolving retirement plan landscape would look in 2024? [Spoiler alert: Pretty well.] Following their recap (and a few well-deserved victory laps), the team delivers an insightful forecast for 2025.

Episode 71: Litigation Trends with Bonnie Treichel

2024/12/17

Bonnie Treichel, founder and chief solutions officer of Endeavor Retirement, joins hosts Jennifer Doss and Pete Ruffell for an in-depth analysis of key litigation trends affecting the retirement industry. The discussion focuses on the complexities and implications of ERISA lawsuits, including the surge of copycat lawsuits targeting similar fiduciary breaches. Also addressed are emerging risks such as cybersecurity and managed accounts, alongside potential impacts from the Supreme Court's Loper Bright case on agency interpretations. Plus, delve into the evolving Department of Labor regulations under the current administration and their potential effects on industry compliance and fiduciary responsibilities.

Episode 70: Accenture and Retirement Recordkeeping

2024/11/18

The retirement recordkeeping space has experiences significant shifts. What does that mean for the future of the industry? In episode 70 of the Revamping Retirement podcast, hosts Audrey Wheat and Matt Patrick welcome Tim Hoying and Dave Mallett of Accenture. They're two of the authors of the report Navigating Through Turbulence: Reinventing Retirement Recordkeeping. Listen in as these experts explore current challenges and future opportunities in the industry, and offer tips on how smaller recordkeepers can still thrive and compete despite those challenges.

Episode 69: Fidelity and SECURE 2.0

2024/10/30

It's been almost two years since the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, was officially implemented. Containing more than 90 provisions impacting retirement, this massive piece of legislation is described as "the gift that keeps on giving," with some aspects still rolling out. In episode 69 of Revamping Retirement, hosts Audrey Wheat and Jennifer Doss talk with Fidelity's Angela Capek and Shanna Costa to learn what plan sponsors are saying about the ways SECURE 2.0 has disrupted the retirement industry.

Podcast reviews

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4.9 out of 5

29 reviews

★★★★★

kshikany 2024/02/19

Relevant topical easy to understand

The show provides different information for those of us interested in staying up to date on Retirement information. You do not need to be an investmen...

★★★★★

Nikakay 2023/04/20

Amazing information!!

Really high quality guests and profound information for those responsible (in any way) for a retirement plan!!

★★★★★

aloha_spaceman 2023/03/27

Very helpful podcast

The retirement plan space can be very confusing, and Jennifer Doss does a great job breaking down what’s important with subject matter experts and gue...

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