Hosted by CAPTRUST · 🇺🇸 US · EN-US · 86 episodes
Established thought leaders with verified media credentials.
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.
CAPTRUST hosts Revamping Retirement, a business show with 86 episodes published.
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 import
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 Lab
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 conversa
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 evo
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
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 portab
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
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, investm
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 equ
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
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 enhanc
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 valu
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 ro
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 L
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
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
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 Ti
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 legi
In Episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra , a provider of retirement plan and fiduciary outsourcing solution
For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and pla
Bonnie Treichel
Resilience and Innovation in Small Business Leadership · Endeavor Retirement Consulting
1 appearance on this show
Mike Allen
Director of the Nature Coast Biological Station, Professor of Fisheries and Aquatic Science · Northern Vertex Mining
1 appearance on this show
Katie Gatti Tassin
Money With Katie
1 appearance on this show
John Sullivan
former US deputy secretary of state and former US ambassador to the Russian Federation · American Retirement Association
1 appearance on this show
Mary Beth Franklin
Social Security expert
1 appearance on this show
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Revamping Retirement is hosted by CAPTRUST. The show is categorised under business (investing) and has published 86 episodes.
Revamping Retirement has published 86 episodes.
Revamping Retirement regularly covers business, investing. It sits in the business category, with a investing focus.
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Revamping Retirement hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Revamping Retirement average 33 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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