Advertise on podcast: Revamping Retirement

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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 90: Ask an ERISA Attorney

2026/09/21

In this episode of Revamping Retirement, Audrey Wheat and Jennifer Doss sit down with ERISA Attorney Brandon Long of McAfee & Taft for a wide-ranging discussion on the issues shaping today's retirement plan landscape. Brandon shares insights on DOL enforcement priorities, the proposed designated investment alternatives rule, and key considerations for plan sponsors evaluating new products and services. The conversation also explores financial advisor search trends, evolving fiduciary responsibilities, and several litigation cases that could have significant implications for retirement plans. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Episode 89: Not All Indexes Are Created Equal

2026/08/20

The SpaceX IPO captured investors' attention, but many were surprised to learn that a company's size doesn't automatically translate to a large stock market index weight. In this Revamping Retirement episode, Northern Trust's Austin Guy sits down with CAPTRUST's Jennifer Doss and Pete Ruffel to discuss the rules behind index inclusion, the role of float-adjusted market capitalization, and why mega-sized IPOs can have a smaller impact on indexes than investors expect. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Episode 88: Keeping Up with AI

2026/07/30

Artificial intelligence is evolving rapidly, and its impact is being felt across the retirement industry and beyond. In this episode of Revamping Retirement, Matt Patrick and Jennifer Doss sit down with Lucas Erb, AI strategist and founder of AI Experts, to discuss how businesses can develop AI strategies, improve workflows, manage risk, and prepare for a future increasingly shaped by intelligent technology. They explore the opportunities and limitations of today's AI tools, the importance of governance and cybersecurity, and what plan sponsors can expect as AI becomes more integrated into retirement plans and participant experiences. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Episode 87: What 401(K) Audits Really Mean for Plan Sponsors

2026/06/17

In episode 87 of Revamping Retirement, CAPTRUST's Jennifer Doss and Pete Ruffel explore the realities of 401(k) audits, featuring guest Brad Bartels, partner at MUN CPAs, with decades of experience in the field. The conversation breaks down the purpose of retirement plan audits, emphasizing that they are designed to protect plan participants and support plan sponsors—not to penalize them. Bartels also addresses common misconceptions, outlines what sponsors can expect during the audit process, and highlights frequent findings like late contributions and compensation errors. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Episode 86: Choosing the Right Retirement Plan Advisor

2026/05/15

In this episode of Revamping Retirement, CAPTRUST's Audrey Wheat and Matt Patrick sit down with Jake Connors of Cofi to discuss how independent search consultants can help plan sponsors navigate one of their most important fiduciary decisions—selecting a retirement plan advisor. The conversation explores how advisor searches have evolved beyond fees and investments to focus on service, HR support, and accountability, along with common pitfalls sponsors face when going it alone. Looking ahead, the group discusses how a maturing industry is reshaping expectations for both retirement and broader employee benefits oversight. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

Episode 85: What the DOL's New Fiduciary Proposal Means for Plan Sponsors

2026/04/15

In this episode of Revamping Retirement, Pete Ruffel and Jennifer Doss sit down with Kelsey Mayo, Chief of Retirement Policy and Regulatory Affairs at the American Retirement Association, to unpack the Department of Labor's newly proposed rule on fiduciary duties and the selection of designated investment alternatives (DIAs). Mayo explains why the rule is asset-class neutral, how it aims to recalibrate litigation standards, and what the DOL is signaling to both fiduciaries and the courts. With the 60-day comment period underway, this episode offers timely insight into what plan sponsors and fiduciaries should be thinking about now and what may come next.

Episode 84: Rethinking Retirement Income

2026/02/20

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.

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.

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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