The State of Retirement: Shaping the Future

Episode 26: What Has Made Washington State One of the Top 5 Best Performing and Funded Pension Systems in the U.S.?

Sep 29, 2021

Theresa Whitmarsh, Executive Director, Washington State Investment Board will retire at the end of 2021 after 18 years of service. The Board manages more than $165 billion in assets, and is one of the top 5 best funded and highest performing pension funds in the nation. It also is a leader in private asset investing,...

Episode 25: What Do Chief Investment Officers (CIOs) View as Key Issues and Opportunities to Strengthen the Retirement System?

Aug 31, 2021

Dennis Simmons, Executive Director of the Committee on the Investment of Employee Benefit Assets (CIEBA), discusses key issues of focus for today’s retirement plan sponsors. Chief Investment Officers (CIOs) are keenly focused on the investment performance of their defined benefit (DB) and defined contribution (DC)...

Episode 24: How Are Current Demographic and Economic Trends Shaping the Future of Social Security and Retirement Security?

Jul 27, 2021

NBER President and MIT Professor James Poterba discussed current demographic and economic trends and the challenges they pose for the future of retirement security. He provides an update on the current condition of Social Security, what a low return environment means for retirement savings, the importance of financial...

Episode 23: What are the Benefits and Challenges of Pooled Funding and Risk-Sharing in Collective Defined Contribution (CDC) Plans?

Jun 18, 2021

On this audio replay of CRI’s May 13, 2021 webinar, Charles E.F. Millard, former Director, Pension Benefit Guaranty Corporation, and Senior Advisor, Amundi Asset Management moderates a discussion with panelists from the United Kingdom (David Pitt-Watson and Terry Pullinger), the Netherlands (Alwin Oerlemans), and the...

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?

May 26, 2021

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. See recent CRI related