How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Revamping Retirement

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by CAPTRUST

5.0(6 reviews)

87 episodes

Updated Bi-weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality80

Social0

YouTube0

Engagement90

Learn more

Podcast Overview

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.

Language

🇺🇲

Publishing Since

2/21/2019

Visit Website View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

Instant mention tracking

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Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality80

Social0

YouTube0

Engagement90

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

34 minutes

Performing excellently!

good

iTunes Tags

7.2/10

Recommendations available

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needs improvement

Publishing Consistency

Every 30 days

Recommendations available

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Recent Episodes

June 17, 2026

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

Jennifer Doss and Pete Ruffel interview Brad Bartels, CPA, about how 401(k) audits protect participants and support sponsors, clarifying common misconceptions and expected findings.

May 15, 2026

Episode 86: Choosing the Right Retirement Plan Advisor

In this episode of Revamping Retirement, CAPTRUST's <a href= "https://www.captrust.com/about-us/our-people/audrey-wheat/">Audrey Wheat</a> and <a href= "https://www.captrust.com/about-us/our-people/matthew-patrick/">Matt Patrick</a> sit down with Jake Connors of <a href= "https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fteamcofi.com%2F&data=05%7C02%7Cemory.brooks%40captrust.com%7Ccb7984134989448b442408deb1f95e06%7C5ca06f8c18e2418ab266dffb227cfc46%7C0%7C0%7C639143881744033250%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=k3r92VuA%2BbRM%2BwkNJFOkuMPPkU3x0IDVLpKESqdqkjw%3D&reserved=0"> Cofi</a> 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. <span style= "font-size: 12.0pt; font-family: 'Aptos',sans-serif; mso-fareast-font-family: Aptos; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: Aptos; mso-ligatures: standardcontextual; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;"> Get more insights for retirement plan sponsors by subscribing to <a href= "https://www.captrust.com/revamping-retirement-podcast/" target= "_blank" rel="noopener">Revamping Retirement</a>.

April 15, 2026

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.

87 total episodes available with 1 transcripts

Recent guests on Revamping Retirement

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Brad Bartels

Guest

Stephanie Gutwein

Guest

Bonnie Treichel

Guest

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What is Revamping 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! 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.
How often does this podcast release new episodes?: This podcast updates bi-weekly.
Where can I listen to this podcast?: This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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