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Managing Director - Operations, Benefits Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Plan Sponsor Predictions for 2025CAPTRUST Financial Advisors |
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Jan. 13, 2025 On-Demand Podcast |
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How well did the Revamping Retirement team do with predicting how the ever-evolving retirement plan landscape would look in 2024? [Spoiler alert: Pretty well.] Following their recap (and a few well-deserved victory laps), your hosts deliver an insightful forecast for 2025. From exploring the trends of managed accounts and fiduciary responsibility outsourcing to the significance of retirement income solutions and the integration of retail and retirement services, hosts Jennifer Doss, Matt Patrick, Pete Ruffle, and Audrey Wheat cover what they saw unfold last year and what they see coming up. Discover how new regulations and innovations could shape the future of retirement planning. Plus, track industry benchmarks, uncover unintended consequences of new provisions, and stay ahead of the curve with expert opinions and data-driven insights. |