Episode 33: National Retirement Security Month

Revamping Retirement

Did you know that October is National Retirement Security Month? In episode 33 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Matt Petersen, executive director of the National Association of Government Defined Contribution Plans (NAGDCA), the sponsoring organization of National Retirement Security Month (NRSM). Matt talks about the history of NRSM and why plan sponsors of all types may want to participate. He also shares his perspective on the legislative landscape and the key issues on the minds of his member plan sponsors.

Later, Sandy Blair, director of retirement readiness at the California State Teachers’ Retirement System (CalSTRS), joins to discuss CalSTRS’ award-winning NRSM campaign. Sandy also shares some best practices on how plan sponsors can leverage their NRSM efforts to drive financial literacy throughout the year.

In Minute with Mike, Mike Webb highlights the common mistake that plan sponsors make with small-balance cash out provisions.

Looking for More?

• Learn more about the CalSTRS NRSM campaign here.
• View some of this year’s NRSM campaigns on Twitter.
• See the 2021 National Retirement Security Month (NRSM) Senate resolution here.