The State of Retirement: Shaping the Future

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Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.

Episode 55: Can PEPs Transform the Retirement Landscape? A Look at Current Progress and Future Direction

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)...

Episode 54: Why Do Small Businesses Rarely Claim Tax Credits for Offering Retirement Plans?

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...

Episode 53: Addressing the Myths and Considering the Benefits of Private Assets to Retirement Income

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...