20 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 • 8 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.

    Preston Rutledge - ERISA’s Massive Impact on the Retirement Plan Space

    Preston Rutledge - ERISA’s Massive Impact on the Retirement Plan Space

    ERISA turns 50 on Labor Day. It’s older, wiser, and still looks great. What has been its most significant impact on the ability of America’s workers to save?Preston Rutledge joins American Retirement Association CEO Brian Graff for a comprehensive look back and ahead. Rutledge, founder and principal of Rutledge Policy Group, knows the subject well. Prior to founding Rutledge Policy Group, Preston was the Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA led ...

    • 45 min
    Andrew Biggs - Lies and Statistics—What the 401(k) Data Actually Says

    Andrew Biggs - Lies and Statistics—What the 401(k) Data Actually Says

    Former high-ranking Social Security Administration official and retirement policy gadfly Andrew Biggs joins American Retirement Association CEO Brian Graff for a frank discussion about the data fueling the 401(k) debate. Biggs, a frequent financial media critic of ‘retirement crisis’ sensationalism, explains the retirement readiness disconnect—and why we get it so wrong.

    • 1 hr 6 min
    James Klein - ERISA at 50! Where We Are, Where We’re Going

    James Klein - ERISA at 50! Where We Are, Where We’re Going

    The bipartisan nature of retirement plan legislation is key to its success. American Benefits Council President Jim Klein, the “OG” of retirement plan policy, joins Brian Graff for an in-depth discussion of retirement saving, healthcare and how ERISA—which turns 50 this year—has impacted both.

    • 40 min
    Tim Hauser - The Final Fiduciary Rule’s Myths and Controversies

    Tim Hauser - The Final Fiduciary Rule’s Myths and Controversies

    Department of Labor Chief Operating Officer and senior staff member Tim Hauser joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final fiduciary rule, officially called the Retirement Security Rule.This frank and factual conversation between two fiduciary rule veterans tackles any questions or criticisms about the rule head-on.

    • 1 hr 38 min
    Aron Szapiro - The Data, Empirical Information Fueling the Final Fiduciary Rule

    Aron Szapiro - The Data, Empirical Information Fueling the Final Fiduciary Rule

    Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known. Aron Szapiro, Head of Government Affairs with Morningstar, joins American Retirement Association CEO Brian Graff for a wide-ranging discussion about the rule and its future implications, as well as recent attacks on the country’s private retirement savin...

    • 46 min
    Michael Davis - Rebutting Academia’s 401(k) Critics

    Michael Davis - Rebutting Academia’s 401(k) Critics

    Defined contribution plans, and 401(k)s specifically, are increasingly under attack, criticized by think tanks and academics for perceived (yet easily refuted) flaws. What—and who—is behind the effort? Are the criticisms resonating and why are they happening now? Does the industry need to do a better job defending itself and are we effectively illustrating the 401(k)’s value proposition?Michael Davis, Head of Global Retirement Strategy for T. Rowe Price and a former Deputy Assistant Secretary...

    • 32 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

Circa1982 ,

Great listen!

Really enjoyed the first episode. Looking forward to more.

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