13 episodes

Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it’s an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans.

D.C. Pension Geeks Brian Graff

    • Business
    • 5.0 • 7 Ratings

Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it’s an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans.

    Peter Brady - How to Counter the Latest Attacks on the 401(k) Savings System

    Peter Brady - How to Counter the Latest Attacks on the 401(k) Savings System

    Academics are on the march, coming for the defined contribution retirement savings system with policy prescriptions that would fundamentally change employer-sponsored plans and what they’re designed to do. The system is failing; it only benefits the wealthy and doesn’t produce adequate retirement income, which is the chorus of commonly heard criticism.
    American Retirement Association CEO Brian Graff is joined by Peter Brady, a senior economist for retirement and investor research at the Investment Company Institute, to counter the claims. Brady brings the data to dispute the latest attacks and discuss what’s driving the attacks.  

    • 38 min
    Tim Hauser - Navigating the Maze of Fiduciary Standards

    Tim Hauser - Navigating the Maze of Fiduciary Standards

    Calling the latest iteration of the fiduciary rule “the third installment of a long running regulatory series,” American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about the Retirement Security Rule.
    The two fiduciary regulation ‘veterans’ sit down for a (very) comprehensive discussion the primary reasons EBSA thought it necessary to update the regulatory definition of investment advice and the goals and objectives in doing so.

    • 1 hr 16 min
    Robert L. Johnson - Auto-Portability, Financial Wellness and Closing the Savings Gap

    Robert L. Johnson - Auto-Portability, Financial Wellness and Closing the Savings Gap

    Robert L. Johnson, founder of RLJ Companies and BET, joins ARA CEO Brian Graff for a fascinating discussion about auto-portability, financial wellness, closing the savings gap, and MUCH more.

    • 33 min
    John Scott - The Positive Impact of State-Based Auto-IRA Programs

    John Scott - The Positive Impact of State-Based Auto-IRA Programs

    How do you expand retirement plan coverage for workers at scale (close the coverage gap), leverage the behavioral benefits of payroll deduction, and not place an undue burden on employers? One solution is increasingly effective—state-facilitated plans.
    Retirement policy veteran John Scott, Project Director, Retirement Savings with The Pew Charitable Trusts, joins American Retirement Association CEO Brian Graff to discuss how the programs are performing, their impact and the surprising stats fueling their growth. 

    • 28 min
    Eric Pan - The Politics of Financial Regulation

    Eric Pan - The Politics of Financial Regulation

    “Our constituents are critically important to this country,” Investment Company Institute’s (ICI) Eric Pan tells Brian Graff in the latest episode of D.C. Pension Geeks. “They’re critically important not only to the economic success of the country, but they’re also critically important to the moral fiber of the country. They are the hardworking Americans trying to save for a better life.”
    Pan, ICI’s President and CEO, joins Graff for a frank discussion about the organization’s regulatory and legislative priorities, its unique and special relationship with the SEC, and how technology will change the investment industry.

    • 20 min
    Angela M. Antonelli - Why State-Based IRAs Are a Perfect Private/Public Partnership

    Angela M. Antonelli - Why State-Based IRAs Are a Perfect Private/Public Partnership

    Talk about a timely topic—the passage and adoption of state-facilitated retirement savings programs (usually auto-IRAs) continues, with the latest, Minnesota, happening in mid-May.
    It’s something that the Center for Retirement Initiatives (CRI) at Georgetown University’s McCourt School of Public Policy was designed specifically to help advocate for, according to Angela M. Antonelli, its executive director. Few are more informed, or involved, with the issue of state-based plans, and she joins American Retirement Association CEO Brian Graff on the latest episode of DC Pension Geeks.

    • 20 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Circa1982 ,

Great listen!

Really enjoyed the first episode. Looking forward to more.

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