The State of Retirement: Shaping the Future

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

  1. 11/11/2025

    Episode 55: Can PEPs Transform the Retirement Landscape? A Look at Current Progress and Future Direction

    Listen to this audio of a GeorgetownCRI webinar held on September 24, 2025, where industry experts Scott Carroll of Gallagher, Kevin Gaston of Vestwell, Michael Kreps of the Groom Law Group, David Lipscomb of Ascensus, and Michael Salerno of NPPG explore the current PEP market landscape. Pooled Employer Plans (PEPs) have grown rapidly, reaching $9.41 billion in assets and over 1 million participants across 39,000 employers by the end of 2023. Following a July 2025 Department of Labor Request for Information, our panel discusses how these plans vary widely in practice, what additional regulatory guidance may be needed, and shares lessons learned from early adopters to help employers evaluate whether a PEP aligns with their needs.

    1h 2m

  2. 11/11/2025

    Episode 54: Why Do Small Businesses Rarely Claim Tax Credits for Offering Retirement Plans?

    Listen to this audio of a GeorgetownCRI webinar held on September 10, 2025 exploring why so few small businesses take advantage of tax credits designed to help them offer retirement plans. Despite substantial expansions to the Section 45E tax credit through the SECURE Acts, fewer than 6% of eligible firms actually claim it—a puzzle that a new CRI working paper, cross-published by NBER, seeks to unravel. Joining moderator Angela Antonelli, Executive Director of Georgetown's Center for Retirement Initiatives, are panelists Adam Bloomfield, Non-Resident Scholar at CRI; Stephanie Liu Cossart, Principal Product Manager at Gusto; Kendra Isaacson, Principal at Mindset; and Sita Slavov, Professor at George Mason University's Schar School. Together, they examine what drives—or hinders—the use of these tax incentives and what policymakers need to understand about reaching their intended beneficiaries.

    1h 1m

  3. 11/11/2025

    Episode 53: Addressing the Myths and Considering the Benefits of Private Assets to Retirement Income

    Listen to this audio of a GeorgetownCRI webinar held on September 3, 2025 on the topic of private assets in defined contribution retirement plans. Two new GeorgetownCRI reports challenge common myths about private assets and demonstrate how modest exposures to private credit, equity, and real assets can improve retirement outcomes by 7% to 8% for workers with disrupted savings patterns. Joining moderator Angela Antonelli, Research Professor and Executive Director of Georgetown University's Center for Retirement Initiatives, are panelists Deb Boyden from Schroders, Will Hansen from the American Retirement Association, David O'Meara from WTW, and Kevin Walsh from Groom Law Group.

    1h 2m

  4. 10/02/2025

    Episode 52: From Birth to Wealth: Understanding Trump Accounts and The Potential to Transform Financial Well-Being

    Barbara Van Zomeren is head of government relations at Ascensus and Michael Kreps chairs the Groom Law Group's Retirement Services practice. In this episode, Barbara and Michael share their insights about Trump accounts - the new childhood savings vehicles offering $1,000 government contributions for eligible newborns. They will explain eligibility and contribution rules, address administrative and operational challenges, consider how this new savings account fits with other existing savings options, and contemplate how these accounts might help transform how America approaches savings, wealth building, and financial security. Ascensus and the Groom Law Group are general supporters 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.

    41 min

  5. 08/04/2025

    Episode 51: How Is the Jasper Forum Helping Us Understand Our Global Retirement Ecosystem?

    John Mitchem is a Non-Resident Scholar with the Center for Retirement Initiatives and the Owner of JM3 Projects. John also is the Co-Founder of the Jasper Forum along with Jorik Van Zanden, and they bring together retirement policy practitioners and experts from around the world to discuss retirement system challenges, best practices, and lessons learned. In this episode, John explores the $65 trillion international retirement finance market and shares his observations about the global retirement ecosystem, some of the more important trends we see today, and why retirement really is much more than pensions with the long-term potential to significantly shape global economic investments and growth.

    43 min

  6. 05/12/2025

    Episode 50: Are Choice Simplicity and Flexibility Key to the Design of Lifetime Income Solutions?

    Rebecca Tadikonda, Executive Vice President, Strategy and Innovation, Athene, discusses the challenges individuals face saving for retirement, the importance of lifetime income, what savers say they want and need when managing their income once they retire, and how the industry is innovating with products designed to respond to these wants and needs.  Athene is a general supporter of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guest and do not reflect any policy or position of the Center for Retirement Initiatives.

    37 min

  7. 05/05/2025

    Episode 49: Social Security Claiming Timing and Older Adults' Financial Wellbeing (Webinar Audio)

    Listen to the audio of this one-hour webinar held on April 30, 2025 to learn more about the CRI's latest research on this topic and hear from experts about the importance of Social Security claiming timing, how Social Security and private retirement savings work together, and the impact of decisions on overall retirement readiness and financial well-being.

    1h 3m

  8. 04/07/2025

    Episode 48: Who Lacks Access to Retirement Savings? (Webinar Replay)

    As state-facilitated retirement savings programs are poised to mark $2 billion in assets and 1 million funded saver accounts, new CRI research reveals significant gaps that remain in retirement plan access and the potential of state programs to reach and benefit millions of Americans.(Press Release, Report, and State-by-State Interactive Map). The report also examines the combined effect of direct program participation and induced new private retirement plan formation in three of the early program adopter states.  Listen to the audio of the March 27, 2025 webinar to learn more about this updated analysis.

    1h 1m
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Georgetown Center for Retirement Initiatives (CRI)'s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.

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