ARA Executive Interview

By: The American Retirement Association
  • Summary

  • The Executive Interview is a short-form podcast featuring leaders in the retirement plan space describing relevant issues and their reactions to them. Whether it’s regulation, legislation, strategy or a host of other hot topics, listeners hear directly from those involved, and how it can (and will) affect their business.

    © 2024 ARA Executive Interview
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Episodes
  • Decoding the Plan Participant Portability Challenge
    Nov 17 2024

    Why is portability so important for retirement plan participants? And how does it apply to in-plan guaranteed lifetime income solutions like annuities?

    We speak with Gordy Stead, Director of Institutional Sales at Allianz Life Insurance Company of North America. He joins us to discuss the importance of portability in retirement savings as we explore the unique challenges and considerations when it comes to in-plan guaranteed lifetime income solutions.

    **

    Disclosure

    Research cited in this podcast:

    • Allianz Life conducted an online survey, the 2024 3Q Quarterly Market Perceptions Study, in August 2024 with a nationally representative sample of 1,005 individuals age 18+.
    • U.S. Bureau of Labor Statistics, January 2022
    • Trends in Public-Sector Employee Tenure, 2000-2022, Public Retirement Research Lab, 2022

    Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.

    Allianz Life Insurance Company of North America does not provide financial planning services.

    Allianz Life Insurance Company of North America is not affiliated with NAPA

    Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.

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    10 mins
  • GREAT News about Employee Financial Resilience and Longevity
    Nov 11 2024

    John Hancock Retirement is out with its highly anticipated Financial Resilience and Longevity Report, now in its 10th year. It contains good news for most retirement savers, but some generations lag.

    We’re excited to speak with CEO Wayne Park, whose team fielded the study, about what they found as well as trends they’re seeing when looking back at previous years.

    We also asked him the all-important question--is there a retirement crisis in this country? Here’s what he had to say.

    Sponsored By: John Hancock Retirement

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    14 mins
  • The Advisor’s Role in Financial Wellness and Plan Termination
    Oct 31 2024

    Sponsored by: Inspira Financial Trust, LLC

    Financial wellness, automatic rollovers, and plan terminations are currently a trifecta of important topics to which advisors can add real value. In an increasingly commoditized retirement plan space, it’s a way for them to truly stand out in the services they provide to help their plan sponsor and participant clients.

    It’s an area of hyper-focus for Inspira Financial, the result of Millennium Trust Company and PayFlex joining forces recently to become a “devoted partner for health, wealth, retirement, and benefits.”

    Pete Welsh, managing director of retirement and wealth at Inspira Financial, discusses strategies to increase financial wellness for client employees and retirement plan terminations, but begins with a bit about Inspira Financial itself.

    *Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice.

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    13 mins

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