Revamping Retirement
Hosted by Jennifer Doss and Matt Patrick · CAPTRUST
4.9from 35 ratings
- 91
- Episodes
- 5
- Transcribed
- 35
- Ratings
- Monthly
- Cadence
- 2019
- First episode
About 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.
- Publisher
- CAPTRUST
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 21 Feb 2019
- Latest episode
- 20 Oct 2026
Latest episodes
5 of 91 episodes have a transcript.
20 Oct 2026TRANSCRIPT
Episode 91: Who Really Benefits from 401(k) Tax Incentives?
21 Sept 2026TRANSCRIPT
Episode 90: Ask an ERISA Attorney
20 Aug 2026TRANSCRIPT
Episode 89: Not All Indexes Are Created Equal
Inside a recent episode
Episode 91: Who Really Benefits from 401(k) Tax Incentives?
Published 20 Oct 2026 · Transcript excerpt
[…] So the report found out that moderate income earners, which we defined as $50,000 to $100,000 are getting about 30% of the total retirement tax benefits while only paying around 9% of all federal income taxes. On the flip side, high earners are paying over 70% of federal income taxes and getting less than 17% of the total tax benefits that is being available to them under our tax preferential provisions that we have for retirement plans. So this system in practice is doing the most for the people conventional wisdom say is leaving behind. And is it fair to say that's the group it's intended to target or is that just an unintended consequence of how it's been designed? […]
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See plansWho has been a guest on Revamping Retirement
Names identified in recent episode analyses. Showing up to five guests.
- Will Hansen
- Brandon Long
- Pete Ruffel
- Lucas Erb
- Brad Bartels
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.9 / 5
- 29 ratings
- Spotify
- 5.0 / 5
- 6 ratings
Podcast Authority Score: 58 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 80
- Social presence
- 0
- YouTube
- 0
- Engagement
- 90
Contact Revamping Retirement
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Revamping Retirement
Who hosts Revamping Retirement?
Jennifer Doss and Matt Patrick host the show. Published by CAPTRUST.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does Revamping Retirement take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
5 of 91 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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