The State of Retirement: Shaping the Future

Episode 45: What is the New Retirement in an Age of Longevity?

Aug 1, 2024

Ken Dychtwald, PhD, is the founder and CEO of AgeWave, an acclaimed think tank and consultancy focused on the social and business implications and opportunities of global aging and rising longevity. His client list has included over half the Fortune 500 companies. During his career, Ken has addressed more than two...

Episode 44: What Are DC Plan Participants Telling Us They Need and How Are Plan Sponsors Responding?

Mar 27, 2024

Jeri Savage, lead retirement strategist for MFS Investment Management, shares the findings of their recent 2023 Global Retirement Survey and 2023 DC Plan Sponsor Survey. These surveys provide some valuable insights into the confidence and knowledge of retirement plan participants, what they need and want from...

Episode 43: What Is the State of the Nation’s Fiscal and Economic Condition and the Consequence of Inaction?

Jan 23, 2024

David Walker, former Comptroller General of the United States, assesses the state of the nation's current fiscal and economic condition and discusses the consequences of the failure to act to address some of the biggest challenges we face today.

Episode 42: How Do Financial Literacy, Longevity Literacy, and Healthy Aging Affect Retirement Readiness?

Dec 6, 2023

Surya Kolluri, Head of the TIAA Institute, shares some of the Institute's most recent research to help us understand how financial literacy, longevity literacy, and healthy aging affect retirement readiness.

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...