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Recent Episodes
Episode 85: What the DOL's New Fiduciary Proposal Means for Plan Sponsors
In this episode of Revamping Retirement, Pete Ruffel and Jennifer Doss sit down with Kelsey Mayo, Chief of Retirement Policy and Regulatory Affairs at the American Retirement Association, to unpack…
Episode 84: Rethinking Retirement Income
In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick are joined by Benny Goodman of the TIAA Institute to unpack what retirement income really means for individuals and for plan…
Episode 83: What Employees Really Want from Financial Wellness
In this episode of Revamping Retirement, hosts Matt Patrick and Pete Ruffel unpack insights from CAPTRUST's first annual Financial Wellness Survey. They're joined by Chris Whitlow and Cat Ellis,…
Episode 82: Navigating Market Shifts with Jim Underwood
In this episode of Revamping Retirement, Jennifer Doss and Matt Patrick sit down with Jim Underwood, CAPTRUST's head of portfolio management, to unpack the latest trends shaping financial markets and…
Episode 81: Portability Services Network Update with Neal Ringquist
In this episode of Revamping Retirement, hosts Audrey Wheat and Peter Ruffel welcome back Neal Ringquist, executive vice president and chief revenue officer of Retirement Clearinghouse, for a deep…
Episode 80: DC Plan Trends with T. Rowe Price
In this episode of Revamping Retirement, CAPTRUST's Matt Patrick and Audrey Wheat are joined by Jessica Sclafani, senior defined contribution strategist at T. Rowe Price, to unpack key findings from…
Navigating Retirement Plan Risks
In this episode of Revamping Retirement, hosts Audrey Wheat and Pete Ruffel welcome Eric Dyson, executive director at 90 North Consulting, who offers strategic guidance for plan sponsors on fiduciary…
Episode 78: Evaluating Private Market Investments in Retirement Plans
In episode 78 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market…
Episode 77:What the Supreme Court's ERISA Decision Means for Retirement Plans
In Episode 77 of Revamping Retirement, hosts Jennifer Doss and Peter Ruffel are joined by Stephanie Gutwein, a partner at Faegre Drinker, to unpack the implications of the Cunningham v. Cornell…
Episode 76: Fi360
In episode 76 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick delve into how AI is transforming the retirement planning industry with guest John Faustino from Fi360. John shares how AI…
Episode 75: Steven Horner on Fixed Income Solutions
In this episode, hosts Matt Patrick and Jennifer Doss discuss capital preservation investments with Steven Horner, fixed income portfolio manager at Franklin Templeton. Steven explains the…
Episode 74: Scott Eckel
In episode 74 of Revamping Retirement, hosts Jennifer Doss and Pete Ruffel discuss governmental affairs with Scott Eckel, Managing Director of Legislative and Regulatory Affairs at Charles Schwab.…
Episode 73: Jessica Dickler on Navigating Financial Influencers
In this episode, Jessica Dickler, a personal finance writer for CNBC, joins hosts Matthew Patrick and Audrey Wheat to tackle social media's impact on financial education. How have platforms like…
Episode 72: Plan Sponsor Predictions for 2025
How well did your hosts do with predicting how the ever-evolving retirement plan landscape would look in 2024? [Spoiler alert: Pretty well.] Following their recap (and a few well-deserved victory…
Episode 71: Litigation Trends with Bonnie Treichel
Bonnie Treichel, founder and chief solutions officer of Endeavor Retirement, joins hosts Jennifer Doss and Pete Ruffell for an in-depth analysis of key litigation trends affecting the retirement…
Episode 70: Accenture and Retirement Recordkeeping
The retirement recordkeeping space has experiences significant shifts. What does that mean for the future of the industry? In episode 70 of the Revamping Retirement podcast, hosts Audrey Wheat and…
Episode 69: Fidelity and SECURE 2.0
It's been almost two years since the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, was officially implemented. Containing more than 90 provisions impacting retirement, this…
Episode 68: Bruce Harrington of Pentegra
In Episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and fiduciary…
Episode 67: PIMCO DC Consultant Study
For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are…
Episode 66: Hueler Companies
A solution that gives retirees lifetime income, and plan sponsors less on their plates. Helping people sustain their income in retirement, without depleting their savings, is what drives Kelli…
Frequently Asked Questions
Revamping Retirement has published 85 episodes since February 2019, covering topics in Business, Investing.
Revamping Retirement is currently highly active with new episodes monthly. Average episode length is 27m.
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