Shows / The State of Retirement: Shaping the Future
The State of Retirement: Shaping the Future
Georgetown Center for Retirement Initiatives (CRI)'s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.
Episodes
- The State of Retirement: Shaping the Future
Episode 60: Trump Accounts Go to Work: The Employer Opportunity
Andy Banducci, Senior Vice President for Retirement and Compensation Policy at The ERISA Industry Committee (ERIC), joins Angela Antonelli to discuss Trump…
- The State of Retirement: Shaping the Future
Episode 59: NCPERS' Annual Public Retirement Systems Study: Trends in Pension Funding, Investment, and Governance
Matt Eckel, Director of Research at NCPERS (the National Conference on Public Employee Retirement Systems), joins Angela Antonelli to share the findings of…
- The State of Retirement: Shaping the Future
Episode 58: SURCH and Recover: How State Treasurers Can Reunite Workers With Their Lost Retirement Savings
Shaun Snyder, CEO of the National Association of State Treasurers, introduces SURCH, the States' Unclaimed Retirement Clearinghouse, a new initiative that…
- The State of Retirement: Shaping the Future
Episode 57: What Are Some of Key Trends Shaping the Future of Retirement?
Nick Nefouse, Global Head of Retirement Solutions and Head of LifePath for BlackRock, discusses the shifts underway in how Americans save, invest, and…
- The State of Retirement: Shaping the Future
Episode 56: Washington's Retirement Agenda: Congressional and Administration Priorities for 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…
- The State of Retirement: Shaping the Future
Episode 55: Can PEPs Transform the Retirement Landscape? A Look at Current Progress and Future Direction
Listen to this audio of a GeorgetownCRI webinar held on September 24, 2025, where industry experts Scott Carroll of Gallagher, Kevin Gaston of Vestwell…
- The State of Retirement: Shaping the Future
Episode 54: Why Do Small Businesses Rarely Claim Tax Credits for Offering Retirement Plans?
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…
- The State of Retirement: Shaping the Future
Episode 53: Addressing the Myths and Considering the Benefits of Private Assets to Retirement Income
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…
- The State of Retirement: Shaping the Future
Episode 52: From Birth to Wealth: Understanding Trump Accounts and The Potential to Transform Financial Well-Being
Barbara Van Zomeren is head of government relations at Ascensus and Michael Kreps chairs the Groom Law Group's Retirement Services practice. In this episode…
- The State of Retirement: Shaping the Future
Episode 51: How Is the Jasper Forum Helping Us Understand Our Global Retirement Ecosystem?
John Mitchem is a Non-Resident Scholar with the Center for Retirement Initiatives and the Owner of JM3 Projects. John also is the Co-Founder of the Jasper…
- The State of Retirement: Shaping the Future
Episode 50: Are Choice Simplicity and Flexibility Key to the Design of Lifetime Income Solutions?
Rebecca Tadikonda, Executive Vice President, Strategy and Innovation, Athene, discusses the challenges individuals face saving for retirement, the importance…
- The State of Retirement: Shaping the Future
Episode 49: Social Security Claiming Timing and Older Adults' Financial Wellbeing (Webinar Audio)
Listen to the audio of this one-hour webinar held on April 30, 2025 to learn more about the CRI's latest research on this topic and hear from experts about the…
- The State of Retirement: Shaping the Future
Episode 48: Who Lacks Access to Retirement Savings? (Webinar Replay)
As state-facilitated retirement savings programs are poised to mark $2 billion in assets and 1 million funded saver accounts, new CRI research reveals…
- The State of Retirement: Shaping the Future
Episode 47: Post-Election Retirement Landscape: What Can We Expect from a New Congress and Administration?
Kendra Isaacson, Principal, Mindset and Michael Kreps, Principal, Groom Law Groom offer their predictions about the focus and priorities of a new Congress and…
- The State of Retirement: Shaping the Future
Episode 46: How Do We Save Smart Now for the Future We Want?
Anne Lester is a well-known retirement expert and perhaps few are as well qualified as Anne to help us better understand how to save smart and retire happy—on…
- The State of Retirement: Shaping the Future
Episode 45: What is the New Retirement in an Age of Longevity?
Ken Dychtwald, PhD, is the founder and CEO of AgeWave, an acclaimed think tank and consultancy focused on the social and business implications and…
- The State of Retirement: Shaping the Future
Episode 44: What Are DC Plan Participants Telling Us They Need and How Are Plan Sponsors Responding?
Jeri Savage, lead retirement strategist for MFS Investment Management, shares the findings of their recent 2023 Global Retirement Survey and 2023 DC Plan…
- The State of Retirement: Shaping the Future
Episode 43: What Is the State of the Nation's Fiscal and Economic Condition and the Consequence of Inaction?
David Walker, former Comptroller General of the United States, assesses the state of the nation's current fiscal and economic condition and discusses the…
- The State of Retirement: Shaping the Future
Episode 42: How Do Financial Literacy, Longevity Literacy, and Healthy Aging Affect Retirement Readiness?
Surya Kolluri, Head of the TIAA Institute, shares some of the Institute's most recent research to help us understand how financial literacy, longevity…
- 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?
Three prominent and influential thought leaders – Anne Ackerley of BlackRock, Catherine Collinson of the Transamerica Institute, and Barbara Marder of the…
- The State of Retirement: Shaping the Future
Episode 40: How Did Colorado and Maine Consider and Create the First-in-the-Nation State Program Partnership?
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 State of Retirement: Shaping the Future
Episode 39: Has the Lack of Asset Diversification in DC Retirement Plans Been a Missed Opportunity?
Chris Flynn, Head of Product Development and Research, CEM Benchmarking, discusses the study methods and findings of a recent research project collaboration…
- The State of Retirement: Shaping the Future
Episode 38: "From Paychecks for Work to Paychecks for Retirement:" Changing How We Think and Talk About About Retirement Income
Jason Fichtner, Vice President for Economic Policy, Bipartisan Policy Institute, and Senior Fellow, Alliance for Lifetime Income, shares some key takeaways…
- The State of Retirement: Shaping the Future
Episode 37: How Delaware "EARNS" Bipartisan and Popular Support for its Auto-IRA Program
Delaware State Treasurer Colleen Davis shares the experience of building significant bipartisan and popular support for the Delaware EARNS program, one of the…
- The State of Retirement: Shaping the Future
Episode 36: Closing the Access Gap: What Can We Expect from SECURE 2.0 and State-Facilitated Retirement Savings Programs?
On this audio replay of CRI's February 9, 2023 webinar, Angela Antonelli moderates a series of panel presentations by: Will Hansen, Chief Government Affairs…
- The State of Retirement: Shaping the Future
Episode 35: What Can the Design, Evolution, and Launch of MyCTSavings Teach Us About the Implementation of State Retirement Savings Programs?
Connecticut Comptroller Natalie Braswell and Jessica Muirhead, Executive Director, MyCTSavings program, discuss the history, design, and evolution of this…
- The State of Retirement: Shaping the Future
Episode 34: What Are Surveys Telling Us About Financial Well-Being, Retirement Confidence, and Trends Shaping Retirement Plan Design?
Three prominent and influential thought leaders – Anne Ackerley of BlackRock, Catherine Collinson of the Transamerica Institute, and Lori Lucas of the Employee…
- The State of Retirement: Shaping the Future
Episode 33: How Can Dynamic Pension Pools Address the Need for Lifetime Pension Income in Canada
Bonnie-Jeanne MacDonald, Director of Financial Security Research at the National Institute on Ageing at Ryerson University and Barbara Sanders, Associate…
- The State of Retirement: Shaping the Future
Episode 32: Extending Pension (Retirement Savings) Coverage to the Informal Sector in Rwanda
Ayandev Saha, Head of Climate Risk and Insurance, RMD London, introduces us to a new retirement savings scheme launched in Rwanda in late 2018. This initiative…
- The State of Retirement: Shaping the Future
Episode 31: How are FinTech Firms Responding to Recent Reforms and Innovating to Cost-Effectively Serve the Small Business Market and Close the Access Gap?
INDUSTRY INSIGHTS EDITION Chad Parks, Founder and CEO of Ubiquity Retirement +Savings, a fintech company committed to serving the small business market…
- The State of Retirement: Shaping the Future
Episode 30: What Do We Know About How Retirees Spend and the Role of Guaranteed Income in Improving Outcomes?
David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions, and Michael Finke, Professor, Professor of Wealth Management and…
- The State of Retirement: Shaping the Future
Episode 29: State-Facilitated Retirement Savings Programs: How 40,000 Employers Have Helped 400,000 Employees Save $400 Million for Retirement...and It's Just the Beginning
On this audio replay of CRI's February 17, 2022 webinar, Angela Antonelli moderates a series of panel presentations by: The Honorable Stacy Garrity, Treasurer…
- The State of Retirement: Shaping the Future
Episode 28: What is the 2022 Legislative and Regulatory Outlook for Retirement Reform?
Michael Kreps, Principal & Co-Chair of the Retirement Services Practice, Groom Law Group, discusses how well the retirement system continues to hold up as we…
- The State of Retirement: Shaping the Future
Episode 27: Why Is It Important to Close the Retirement Savings Access Gap, What Are Policymakers Doing, and How Are Employers and Employees Responding?
John Scott, Project Director, Retirement Savings Project, The Pew Charitable Trusts shares the findings of recent research related to the implementation of…
- 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.?
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…
- The State of Retirement: Shaping the Future
Episode 25: What Do Chief Investment Officers (CIOs) View as Key Issues and Opportunities to Strengthen the Retirement System?
Dennis Simmons, Executive Director of the Committee on the Investment of Employee Benefit Assets (CIEBA), discusses key issues of focus for today's retirement…
The State of Retirement: Shaping the FutureEpisode 24: How Are Current Demographic and Economic Trends Shaping the Future of Social Security and Retirement Security?
NBER President and MIT Professor James Poterba discussed current demographic and economic trends and the challenges they pose for the future of retirement…
- The State of Retirement: Shaping the Future
Episode 23: What are the Benefits and Challenges of Pooled Funding and Risk-Sharing in Collective Defined Contribution (CDC) Plans?
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…
- The State of Retirement: Shaping the Future
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?
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…
- The State of Retirement: Shaping the Future
Episode 21: What is the 2021 Legislative and Regulatory Outlook for Retirement Reform?
Michael Kreps, Principal, Groom Law Group, reviews how the COVID-19 pandemic has affected retirement savings for public and private sector retirement systems…
- The State of Retirement: Shaping the Future
Episode 20: How Would Virginia Benefit from Expanding Access to an Auto-IRA Retirement Savings Program?
VA529 CEO Mary Morris discusses the nature of the retirement savings challenge facing private sector workers in Virginia; the work of the 2020 retirement study…
- The State of Retirement: Shaping the Future
Episode 19: What are the Potential Benefits of National Universal Access to Retirement Savings?
In this audio replay of CRI's December 15, 2020 webinar, CRI's Executive Director Angela Antonelli and Ethan Connor-Ross, Senior Vice President at Econsult…
- The State of Retirement: Shaping the Future
Episode 18: Why Is CalSavers the Big, Bold Retirement Solution Needed by 7.5 Million Private Sector Workers?
California Treasurer Fiona Ma, Chair of the CalSavers Retirement Savings Board and Katie Selenski, Executive Director of CalSavers, discuss the history and…
- The State of Retirement: Shaping the Future
Episode 17: What Are Some Innovative Approaches to Addressing the Financial Well-Being and Lifetime Income Needs of Retirement Plan Sponsors and Participants?
INDUSTRY INSIGHTS EDITION Nick Nefouse, Head of Defined Contribution Investment and Product Strategy with BlackRock, and Jeff Cimini, Head of Institutional…
- The State of Retirement: Shaping the Future
Episode 16: Retirement Savings in the Time of COVID-19: International Best Practices to Address Challenges
Pablo Antolin, the Principal Economist and Head of the Private Pensions Unit, and the Deputy Head of the Insurance, Pensions, and Financial Markets Division…
- The State of Retirement: Shaping the Future
Episode 15: How Might the COVID Economy and Upcoming Elections Reshape the Future of Retirement?
The Honorable Seth Harris, former Deputy Secretary and Acting Secretary of Labor in the Obama Administration, discusses the challenges and options for…
- The State of Retirement: Shaping the Future
Episode 14: What Have Pennsylvania and Colorado Learned Analyzing the Costs of Retirement Insecurity?
In the midst of the COVID-19 pandemic and its economic impacts, Pennsylvania Treasurer Joe Torsella and Colorado Treasurer Dave Young share their concerns…
- The State of Retirement: Shaping the Future
Episode 13: COVID-19 & Market Volatility: Can Greater Asset Diversification in DC Plans Lead to Better Outcomes?
INDUSTRY INSIGHTS EDITION Charles Millard, former Director, Pension Benefit Guaranty Corporation (PBGC), Josh Cohen, Managing Director, Head of Institutional…
- The State of Retirement: Shaping the Future
Episode 12: What Is the Power of the Auto-IRA and Its Potential to Transform Retirement Savings?
David John, AARP Public Policy Institute, shares the history of his bipartisan collaboration with Mark Iwry leading to the creation of the auto-IRA, its…
The State of Retirement: Shaping the FutureEpisode 11: How Could the SECURE Act Reshape the Retirement Savings Landscape in 2020 and Beyond?
Michael Kreps, Principal, Groom Law Group, reviews the provisions of the recently passed SECURE Act, outlines what these latest reforms could mean for the…
The State of Retirement: Shaping the FutureEpisode 10: How Should What We Know About Savings Behavior Shape Retirement Plan Design And Improve Outcomes?
Brigitte Madrian, Distinguished Professor and Dean of the Marriott School of Business at Brigham Young University, highlights findings from her research about…
The State of Retirement: Shaping the FutureEpisode 09: What Challenges Will an Aging Global Population Pose for the Long-Term Sustainability of Retirement Systems?
Harry Smorenberg, CEO of Smorenberg Consultancy, discusses the aging of the global population and how it will inevitably transform how we work, how long we…
The State of Retirement: Shaping the FutureEpisode 08: What Do We Know About Financial Fragility and Financial Literacy in the U.S. and How it Undermines Retirement Security?
Professor Annamaria Lusardi, Founder and Academic Director of the Global Financial Literacy Excellence Center at George Washington University, explains the…
The State of Retirement: Shaping the FutureEpisode 07: How Do We Build a Retirement Income System for the 21st Century?
Keith Ambachtsheer, President of KPA Advisory Services, is one of the world's most original thinkers on pension design, governance and investing issues. He…
The State of Retirement: Shaping the FutureEpisode 06: Profiles in Leadership: A Conversation with John W. Rogers, Jr., the Founder & Chair of Ariel Investments
John launched Ariel Investments in the early 1980s and has been very successful for the past 36 years managing funds for investors. He shares some of the…
The State of Retirement: Shaping the FutureEpisode 05: What Are the Challenges Facing Global Retirement Systems to Help "Save For Our Future?"
Han Yik, Head of Institutional Investors, the World Economic Forum (WEF), explains the objectives of the WEF's Retirement Investment Systems Reform Project and…
The State of Retirement: Shaping the FutureEpisode 04: How Are Oregon and Illinois Helping More Workers Save for Retirement?
Oregon Treasurer Tobias Read and Illinois Treasurer Michael Frerichs each share program updates, insights, and lessons learned for their state-facilitated…
The State of Retirement: Shaping the FutureEpisode 03: What Are the Lessons Learned and the Next Generation of Challenges for the UK NEST Program?
Will Sandbrook, Executive Director, UK Nest Insight Unit, reviews the genesis of the UK's NEST program and the next generation of challenges facing DC plans…
The State of Retirement: Shaping the FutureEpisode 02: Is It Possible to Build a Better Target Date Fund?
David O'Meara, Head of DC Investment Strategy, Willis Towers Watson discusses trends in DC plan design, the use of target date funds, and whether greater…
The State of Retirement: Shaping the FutureEpisode 01: The 2019 Legislative Outlook
In this inaugural episode, Michael Kreps, Principal of the Groom Law Group, discusses the legislative outlook and priorities for 2019.