The State of Retirement: Shaping the Future

Episode 41: What Are Surveys Telling Us About Savings Inequality, Retirement Confidence, Lifetime Income, and Interest in Retirement Planning Advice?

Sep 27, 2023

Three prominent and influential thought leaders – Anne Ackerley of BlackRock, Catherine Collinson of the Transamerica Institute, and Barbara Marder of the Employee Benefits Research Institute (EBRI) - help us better understand how American workers are doing when it comes to their overall...

Episode 40: How Did Colorado and Maine Consider and Create the First-in-the-Nation State Program Partnership?

Aug 30, 2023

Colorado Treasurer Dave Young, Maine Treasurer Henry Beck, and Vestwell’s Courtney Eccles discuss how these two states worked together to forge the first-in -the nation interstate partnership between state-facilitated retirement savings programs and what it could mean for other state programs in the future.

Episode 39: Has the Lack of Asset Diversification in DC Retirement Plans Been a Missed Opportunity?

Jul 25, 2023

Chris Flynn, Head of Product Development and Research, CEM Benchmarking, discusses the study methods and findings of a recent research project collaboration with the Georgetown CRI. The study reveals that the lack of asset diversification in DC plans has been a $5 billion annual missed opportunity. Who has missed out?...

Episode 38: "From Paychecks for Work to Paychecks for Retirement:" Changing How We Think and Talk About About Retirement Income

May 30, 2023

Jason Fichtner, Vice President for Economic Policy, Bipartisan Policy Institute, and Senior Fellow, Alliance for Lifetime Income, shares some key takeaways from the Alliance's recent Protected Income Summit. How do we reimagine retirement planning, change the culture and conversation about retirement advice, and...

Episode 37: How Delaware "EARNS" Bipartisan and Popular Support for its Auto-IRA Program

Apr 18, 2023

Delaware State Treasurer Colleen Davis shares the experience of building significant bipartisan and popular support for the Delaware EARNS program, one of the most recent state auto-IRA programs enacted in 2022.