22 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

    • Business
    • 4.8 • 5 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 22: How ERISA and the Tax Code Apply to IRAs and 401(k)s - What Does it Mean for State-Facilitated Retirement Savings Programs?

    Episode 22: How ERISA and the Tax Code Apply to IRAs and 401(k)s - What Does it Mean for State-Facilitated Retirement Savings Programs?

    David Morse, Partner, K&L Gates, provides an overview of how ERISA and the tax code apply to IRAs, 401(k)s and MEPs and what it means for state-facilitated retirement savings programs.  Morse co-authored with CRI Executive Director Angela Antonelli a recently released CRI policy report “Guide to ERISA and the Guide to ERISA and the Tax Code for IRAs and 401(k)Tax Code for IRAs and 401(k)s.“

    • 57 min
    Episode 21: What is the 2021 Legislative and Regulatory Outlook for Retirement Reform?

    Episode 21: What is the 2021 Legislative and Regulatory Outlook for Retirement Reform?

    Michael Kreps, Principal, Groom Law Group, reviews how the COVID-19 pandemic has affected retirement savings for public and private sector retirement systems, the implementation of the SECURE Act to date, and the prospects for additional legislative and regulatory reform in 2021 and beyond with President Biden and Congress.

    • 40 min
    Episode 20: How Would Virginia Benefit from Expanding Access to an Auto-IRA Retirement Savings Program?

    Episode 20: How Would Virginia Benefit from Expanding Access to an Auto-IRA Retirement Savings Program?

    VA529 CEO Mary Morris discusses the nature of the retirement savings challenge facing private sector workers in Virginia; the work of the 2020 retirement study lead by VA529 and the feedback received; why the study report recommended an auto-IRA program; and some key program features reflected in their recommendations, many of which are included in the program bill being considered during the 2021 state legislative session.

    • 46 min
    Episode 19: What are the Potential Benefits of National Universal Access to Retirement Savings?

    Episode 19: What are the Potential Benefits of National Universal Access to Retirement Savings?

    In this replay of CRI's December 15, 2020 webinar, CRI's Executive Director Angela Antonelli and Ethan Connor-Ross, Senior Vice President at Econsult Solutions, Inc. (ESI) discuss the CRI's latest research prepared in collaboration with ESI. The presentation is followed by a discussion with a panel of experts. The full webinar replay and related research materials can be found at https://cri.georgetown.edu/past-webinars/

    • 1 hr 7 min
    Episode 18: Why Is CalSavers the Big, Bold Retirement Solution Needed by 7.5 Million Private Sector Workers?

    Episode 18: Why Is CalSavers the Big, Bold Retirement Solution Needed by 7.5 Million Private Sector Workers?

    California Treasurer Fiona Ma, Chair of the CalSavers Retirement Savings Board and Katie Selenski, Executive Director of CalSavers, discuss the history and goals of the program; its current design and launch, which like so much has been affected by the current COVID pandemic; and some lessons learned.

    • 50 min
    Episode 17: What Are Some Innovative Approaches to Addressing the Financial Well-Being and Lifetime Income Needs of Retirement Plan Sponsors and Participants?

    Episode 17: What Are Some Innovative Approaches to Addressing the Financial Well-Being and Lifetime Income Needs of Retirement Plan Sponsors and Participants?

    Nick Nefouse, Head of Defined Contribution Investment Product and Strategy, BlackRock, and Jeff Cimini, Head of Institution Product, Voya discuss the financial challenges facing workers today and how they, along with others, are responding to the demand to provide options to improve  financial well-being, including innovative new solutions to generate and protect income in retirement. 

    • 48 min

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