Mike Webb gets back to the basics to discuss the two primary types of target date funds—off the shelf and customized—and shares the key components used to evaluate these investments.

Episode 16

However, the nuances of three of the provisions may have some unintended consequences. In episode 15 of Revamping Retirement, Mike Webb discusses the potential issues with these CARES Act provisions.

Episode 15

Episode 14

Episode 13

Episode 12

Episode 11

Episode 10

As a notable member of the FIRE (Financial Independence, Retire Early) movement, J.Money shares his journey towards financial independence and the key tenants of FIRE, including how to adopt the philosophy without entirely sacrificing your lifestyle.

Episode 9

At the Expo, employees have direct access to valuable retirement planning activities, resources, and other useful information and can meet with the State of Oregon Public Employees Retirement System (Oregon PERS) and Oregon Savings Growth Plan (OSGP) retirement counselors, health insurance experts, and investment professionals. There are also workshops and resources tailored for everyone—from the newest public employee to someone ready to retire.

While many retirement plan sponsors struggle to engage participants, the State of Oregon Public Employees Retirement System (Oregon PERS) Expo has amassed a following among their employees, exceeding attendance expectations every year. Learn how the Expo got its start, how they keep their members coming back, and what the future holds.

Episode 8

Episode 7