Revamping Retirement

Hosted by CAPTRUST

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Episodes

Latest episode

Oct 2026

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EN-US

About the show

Let's face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today's employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we'll explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement. Hosted by CAPTRUST's Defined Contribution Practice Leader Jennifer Doss and CAPTRUST's institutional business head, Scott Matheson, the two provide the unique perspective of overseeing the retirement plan practice at one of the largest registered investment advisors in the U.S. To learn more about CAPTRUST, visit captrust.com.

Listen to episodes

60 recent

October 20, 2026Episode 9123 min

Episode 91: Who Really Benefits from 401(k) Tax Incentives?

In this episode of Revamping Retirement , host Matt Patrick welcomes American Retirement Association Chief Government Affairs Officer Will Hansen to discuss new research on who benefits from 401(k) tax incentives. Hansen shares findings that challenge the perception that retirement plan tax benefits primarily favor high-income earners, arguing that working- and middle-class Americans receive the greatest relative advantage. This episode also explores the evolution of the U.S. retirement system, emerging policy developments, and strategies to expand retirement security. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .

September 21, 2026Episode 9028 min

Episode 90: Ask an ERISA Attorney

In this episode of Revamping Retirement , Audrey Wheat and Jennifer Doss sit down with ERISA Attorney Brandon Long of McAfee & Taft for a wide-ranging discussion on the issues shaping today's retirement plan landscape. Brandon shares insights on DOL enforcement priorities, the proposed designated investment alternatives rule, and key considerations for plan sponsors evaluating new products and services. The conversation also explores financial advisor search trends, evolving fiduciary responsibilities, and several litigation cases that could have significant implications for retirement plans. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .

August 20, 2026Episode 8926 min

Episode 89: Not All Indexes Are Created Equal

The SpaceX IPO captured investors' attention, but many were surprised to learn that a company's size doesn't automatically translate to a large stock market index weight. In this Revamping Retirement episode, Northern Trust's Austin Guy sits down with CAPTRUST's Jennifer Doss and Pete Ruffel to discuss the rules behind index inclusion, the role of float-adjusted market capitalization, and why mega-sized IPOs can have a smaller impact on indexes than investors expect. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .

July 30, 2026Episode 8836 min

Episode 88: Keeping Up with AI

Artificial intelligence is evolving rapidly, and its impact is being felt across the retirement industry and beyond. In this episode of Revamping Retirement , Matt Patrick and Jennifer Doss sit down with Lucas Erb, AI strategist and founder of AI Experts , to discuss how businesses can develop AI strategies, improve workflows, manage risk, and prepare for a future increasingly shaped by intelligent technology. They explore the opportunities and limitations of today's AI tools, the importance of governance and cybersecurity, and what plan sponsors can expect as AI becomes more integrated into retirement plans and participant experiences. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .

June 17, 2026Episode 8725 min

Episode 87: What 401(K) Audits Really Mean for Plan Sponsors

In episode 87 of Revamping Retirement , CAPTRUST's Jennifer Doss and Pete Ruffel explore the realities of 401(k) audits, featuring guest Brad Bartels, partner at MUN CPAs , with decades of experience in the field. The conversation breaks down the purpose of retirement plan audits, emphasizing that they are designed to protect plan participants and support plan sponsors—not to penalize them. Bartels also addresses common misconceptions, outlines what sponsors can expect during the audit process, and highlights frequent findings like late contributions and compensation errors. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .

May 15, 2026Episode 8621 min

Episode 86: Choosing the Right Retirement Plan Advisor

In this episode of Revamping Retirement , CAPTRUST's Audrey Wheat and Matt Patrick sit down with Jake Connors of Cofi to discuss how independent search consultants can help plan sponsors navigate one of their most important fiduciary decisions—selecting a retirement plan advisor. The conversation explores how advisor searches have evolved beyond fees and investments to focus on service, HR support, and accountability, along with common pitfalls sponsors face when going it alone. Looking ahead, the group discusses how a maturing industry is reshaping expectations for both retirement and broader employee benefits oversight. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .

April 15, 2026Episode 8518 min

Episode 85: What the DOL's New Fiduciary Proposal Means for Plan Sponsors

In this episode of Revamping Retirement , Pete Ruffel and Jennifer Doss sit down with Kelsey Mayo, Chief of Retirement Policy and Regulatory Affairs at the American Retirement Association, to unpack the Department of Labor's newly proposed rule on fiduciary duties and the selection of designated investment alternatives (DIAs). Mayo explains why the rule is asset-class neutral, how it aims to recalibrate litigation standards, and what the DOL is signaling to both fiduciaries and the courts. With the 60-day comment period underway, this episode offers timely insight into what plan sponsors and fiduciaries should be thinking about now and what may come next.

February 20, 2026Episode 8428 min

Episode 84: Rethinking Retirement Income

In this episode of Revamping Retirement , Jennifer Doss and Matt Patrick are joined by Benny Goodman of the TIAA Institute to unpack what retirement income really means for individuals and for plan sponsors. The conversation explores the shift from saving to spending, the role of Social Security as an income foundation, and why guaranteed income tools like annuities are often misunderstood. Goodman also shares why employers are increasingly focused on helping participants retire through their plans, not just to retirement, and what that could mean for the future of workplace retirement plans. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .

January 16, 2026Episode 8334 min

Episode 83: What Employees Really Want from Financial Wellness

In this episode of Revamping Retirement , hosts Matt Patrick and Pete Ruffel unpack insights from CAPTRUST's first annual Financial Wellness Survey . They're joined by Chris Whitlow and Cat Ellis , who break down the evolving landscape of financial stress, engagement trends, and what employees truly want from their financial wellness programs. The conversation highlights key findings around generational differences, the power of personalized one‑on‑one advice, and surprising gaps between what stresses employees and what they're most eager to learn. Together, the group explores how plan sponsors and advisors can turn these insights into more effective, tailored strategies that genuinely support participants' financial confidence. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .

November 19, 2025Episode 8233 min

Episode 82: Navigating Market Shifts with Jim Underwood

In this episode of Revamping Retirement , Jennifer Doss and Matt Patrick sit down with Jim Underwood , CAPTRUST's head of portfolio management, to unpack the latest trends shaping financial markets and what they mean for retirement plan sponsors. From Federal Reserve rate cuts and inflation outlooks to equity market concentration and global investment considerations, the conversation dives into the forces driving today's investment landscape. Tune in for practical insights on navigating volatility and positioning plans for long-term success. Get more insights for retirement plan sponsors by subscribing to Revamping Retirement .