15 episodes

Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.

The State of Retirement: Shaping the Future Georgetown University Center for Retirement Initiatives

    • Investing
    • 5.0, 4 Ratings

Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.

    Episode 15: How Might the COVID Economy and Upcoming Elections Reshape the Future of Retirement?

    Episode 15: How Might the COVID Economy and Upcoming Elections Reshape the Future of Retirement?

    The Honorable Seth Harris, former Deputy Secretary and Acting Secretary of Labor in the Obama Administration, discusses the challenges and options for addressing retirement coverage and adequacy, including the importance of state-facilitated retirement savings programs and provisions of the Secure Act, including pooled employer plans and lifetime income. He also shares his thoughts about how retirement policy and priorities might be different if there are changes in Congress and an Administration after the November 2020 national election.

    • 50 min
    Episode 14: What Have Pennsylvania and Colorado Learned Analyzing the Costs of Retirement Insecurity?

    Episode 14: What Have Pennsylvania and Colorado Learned Analyzing the Costs of Retirement Insecurity?

    In the midst of the COVID-19 pandemic and its economic impacts, Pennsylvania Treasurer Joe Torsella and Colorado Treasurer Dave Young share their concerns about the financial fragility of too many Americans, the importance of savings, including retirement savings, and their work chairing retirement security study groups in their states leading to recommendations to establish state-facilitated retirement savings programs.

    • 1 hr 2 min
    Episode 13: COVID-19 & Market Volatility: Can Greater Asset Diversification in DC Plans Lead to Better Outcomes?

    Episode 13: COVID-19 & Market Volatility: Can Greater Asset Diversification in DC Plans Lead to Better Outcomes?

    Charles Millard, former Director, Pension Benefit Guaranty Corporation (PBGC), Josh Cohen, Managing Director, Head of Institutional Defined Contribution, PGIM and Matthew Brenner, Managing Vice President, Investments, ICMA-RC discuss why DC plans today should consider greater diversification of asset classes and strategies. 

    • 51 min
    Episode 12: What Is the Power of the Auto-IRA and Its Potential to Transform Retirement Savings?

    Episode 12: What Is the Power of the Auto-IRA and Its Potential to Transform Retirement Savings?

    David John, AARP Public Policy Institute, shares the history of his bipartisan collaboration with Mark Iwry leading to the creation of the auto-IRA, its adoption by states, and its role in shaping a more holistic approach to savings and financial well-being.

    • 40 min
    Episode 11: How Could the SECURE Act Reshape the Retirement Savings Landscape in 2020 and Beyond?

    Episode 11: How Could the SECURE Act Reshape the Retirement Savings Landscape in 2020 and Beyond?

    Michael Kreps, Principal, Groom Law Group, reviews the provisions of the recently passed SECURE Act, outlines what these latest reforms could mean for the future of retirement plans, and provides a legislative and regulatory outlook for 2020.

    • 35 min
    Episode 10: How Should What We Know About Savings Behavior Shape Retirement Plan Design And Improve Outcomes?

    Episode 10: How Should What We Know About Savings Behavior Shape Retirement Plan Design And Improve Outcomes?

    Brigitte Madrian, Distinguished Professor and Dean of the Marriott School of Business at Brigham Young University, highlights findings from her research about the ways choice architecture can shape retirement plan design, the role financial education and emergency savings accounts can play in improving financial security, and how framing strategies can affect decisions to adopt lifetime income solutions.

    • 49 min

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