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Independent Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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The Pension Source
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Stones River Consulting
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Internal Channel Sales Team Lead July Business Services
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Daybright Financial
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Pentegra
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Caregivers and Retirement ReadinessCAPTRUST Financial Advisors |
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Feb. 16, 2024 On-Demand Podcast |
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This month on Revamping Retirement, Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research. The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often aren’t addressed by employers and benefits providers, such as reduced work hours, job changes for flexibility, and financial strain. The episode also covers the landscape of retirement benefits more broadly, including trends to expand offerings for employee well-being, such as mental health and financial wellness programs. Later, Mike Webb talks about plan fees in this month’s Minute with Mike. |