HeyJaredRevamping Retirement
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!
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 21, 2026
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- Earliest in this view
- Jul 30, 2026
Latest episodes
Episode 90: Ask an ERISA Attorney (opens the original)
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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 responsibi
Episode 89: Not All Indexes Are Created Equal (opens the original)
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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 retire
Episode 88: Keeping Up with AI (opens the original)
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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
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