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.

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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.

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In this episode of Revamping Retirement, hosts Audrey Wheat and Peter Ruffel welcome back Neal Ringquist, executive vice president and chief revenue officer of Retirement Clearinghouse, for a deep dive into auto portability and the Portability Services Network (PSN). Neal explains how auto portability enables seamless retirement balance transfers between employers, backed by regulatory support and a consortium of major record keepers. The conversation highlights key adoption metrics—over 21,000 plan sponsors enrolled and 16,700 completed transactions—and explores future applications like the Saver's Match. The episode also clears up common misconceptions and encourages plan sponsors to engage in expanding PSN's impact.

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