Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.
Episode 31: How are FinTech Firms Responding to Recent Reforms and Innovating to Cost-Effectively Serve the Small Business Market and Close the Access Gap?
INDUSTRY INSIGHTS EDITION
Chad Parks, Founder and CEO of Ubiquity Retirement +Savings, a fintech company committed to serving the small business market, explains why he supports new state-facilitated retirement savings programs, the ways in which the public and private sectors can contribute to closing the savings access gap, the innovation and competition we are seeing with new products and entrants in the small business plan market, and what we can expect from the industry as we look to the future.
Ubiquity is a general supporter of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guests and do not reflect any policy or position of the Center for Retirement Initiatives.
Episode 30: What Do We Know About How Retirees Spend and the Role of Guaranteed Income in Improving Outcomes?
David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions, and Michael Finke, Professor, Professor of Wealth Management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services, explain what we know about how retirees save and spend their money, what information, tools, and solutions can be of the greatest help to retirees to plan for their needs in retirement, and the role lifetime income solutions can play in enhancing the quality of life in retirement. One of their more recent research papers, "Guaranteed Income: A License to Spend" was selected by the Georgetown Center for Retirement Initiatives, with the generous support of the Berggruen Institute, to highlight as part of its virtual 2021 Policy Innovation Forum held November 2-3, 2021.
Episode 29: State-Facilitated Retirement Savings Programs: How 40,000 Employers Have Helped 400,000 Employees Save $400 Million for Retirement...and It's Just the Beginning
On this audio replay of CRI’s February 17, 2022 webinar, Angela Antonelli moderates a series of panel presentations by:
The Honorable Stacy Garrity, Treasurer, Commonwealth of Pennsylvania The Honorable Josh Gotbaum, Chair, MarylandSaves Mary Morris, CEO, Virginia529 and the VA Retirement Savings Program John Scott, Retirement Savings Project Director, The Pew Charitable Trusts Katie Selenski, Executive Director, CalSavers Retirement Savings Board The Honorable Dave Young, Treasurer, State of Colorado, and Chair, Colorado Secure Savings Program Board
sharing their experiences to date making the case for these programs, how these new programs continue to innovate in their design and implementation, and what the experience has been for both employers and employees.
Episode 28: What is the 2022 Legislative and Regulatory Outlook for Retirement Reform?
Michael Kreps, Principal & Co-Chair of the Retirement Services Practice, Groom Law Group, discusses how well the retirement system continues to hold up as we begin a new year; provides an overview of some of the more significant retirement related legislative reform initiatives considered but not enacted by Congress in 2021 with his predictions for action in 2022; and also reviews the Biden Administration’s first year regulatory actions taken, some of which reflected changes from the policy decisions of the prior Administration.
Episode 27: Why Is It Important to Close the Retirement Savings Access Gap, What Are Policymakers Doing, and How Are Employers and Employees Responding?
John Scott, Project Director, Retirement Savings Project, The Pew Charitable Trusts shares the findings of recent research related to the implementation of state auto-IRA retirement savings programs in Oregon and Illinois. He explains the role these programs play in closing the retirement savings access gap, the budget and economic consequences of doing nothing to address the problem of insufficient retirement savings, how the private sector has responded, and the future trends as more of these programs launch in the next few years.
Episode 26: What Has Made Washington State One of the Top 5 Best Performing and Funded Pension Systems in the U.S.?
Theresa Whitmarsh, Executive Director, Washington State Investment Board will retire at the end of 2021 after 18 years of service. The Board manages more than $165 billion in assets, and is one of the top 5 best funded and highest performing pension funds in the nation. It also is a leader in private asset investing, with private equity, real estate and tangible assets comprising 48 percent of its retirement portfolio. Theresa shares some of key best practices and lessons learned that she believes has been critical to the Board's success.