Apr 14, 2026

Nick Nefouse, Global Head of Retirement Solutions and Head of LifePath for BlackRock, discusses the shifts underway in how Americans save, invest, and ultimately spend in retirement. From the role of private market assets and active management in target date funds, to the need for guaranteed lifetime income and...

Mar 10, 2026

Kevin Walsh, a Principal at the Groom Law Group, and Kendra Isaacson, a Principal at Mindset, unpack President Trump's State of the Union proposal to expand retirement savings access for uncovered workers. The conversation explores the competing Congressional proposals on the table and how the Administration might act...

Nov 11, 2025

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)...

Nov 11, 2025

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...

Nov 11, 2025

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...