The Gap
Most hard-working Americans are not saving enough for retirement and will come up short. Even with all of the focus over the past decades, most Americans don't have access to an employer sponsored retirement plan, or aren't adequately saving in their existing plan. This equates to a sizable GAP in American's retirement savings. Get ready for a dose of insightful conversations with Shannon Edwards and her expert guests as they explore innovative strategies to bridge the retirement savings gap. Whether you're an employer, benefits manager, or a financial advisor looking to excel in the retirement plan arena, listening in will help you unlock the secrets to closing The GAP and stay ahead of the future!
Episodes
12 episodes
Bonnie's Journey in Retirement Plans
Episode Introduction - The Gap with Bonnie TreichelToday on The Gap, I'm excited to welcome Bonnie Treichel, a true leader and innovator in the retirement plan industry. Bonnie is the founder and chief solutions officer of Endeavo...
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Season 2
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Episode 12
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44:42
Sunny Days are Here Again!
Episode Introduction - The Gap with Rachel FoxToday’s conversation is one I am really excited about, because it goes straight to the heart of what The Gap is all about—not just saving for retirement someday, but helping working Am...
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Season 2
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Episode 11
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57:36
Nathan Helms: Building a People First Retirement Plan That Works
What if the secret to building a truly successful retirement plan wasn’t about plan features at all—but about culture, intention, and the belief that employees deserve more than the bare minimum? In this episode of The Gap, host Shanno...
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Season 1
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Episode 10
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22:47
Marjorie Mann: Simplifying Compliance and Empowering Participation in Retirement Plans
What if helping your employees achieve true retirement security came down to communication, clarity, and the courage to simplify? In this episode of
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Season 1
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Episode 9
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52:51
Beyond the Numbers: How Actuaries Strengthen Retirement Security Through Education, Communication, and Leadership
When most people think of actuaries, they picture spreadsheets and formulas—but behind the math are people who help businesses protect promises made to their employees.
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Season 1
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Episode 8
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55:33
Apryl Pope, CFP: Closing Retirement Gaps Through Education and Empowerment
What if your money weren’t a source of stress, but instead a tool that gave you clarity and confidence about the future?
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Season 1
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Episode 7
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53:56
Petros Koumantaros: Empowering Financial Futures Through Policy Education and Workplace Innovation
You don’t need to be a finance expert to realize the stakes—your future depends on it.In this compelling episode, we speak with Petros Koumantaros, Managing Director & CEO of Spectrum Pension Consultants, ...
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Season 1
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Episode 6
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1:01:39
Will Hackler and Jason Grantz: Optimizing 401(k)s by Simplifying Complexity and Empowering Execution
If you think retirement planning is just about ticking boxes and meeting deadlines, you’re missing the bigger picture—and the real opportunity. In this episode, we sit down with ...
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Season 1
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Episode 5
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52:21
Amanda Iverson: Redefining Retirement: How Cash Balance Plans Can Help Close the Gap
Today on The Gap, we’re thrilled to welcome Amanda Iverson, a true leader in the retirement plan space. Amanda is the CEO and a partner at Pinnacle Plan Design, a firm known nati...
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Season 1
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Episode 4
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23:33
Eric Dyson: Lessons for Fiduciaries from the Courtroom to the Committee Room
A...
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Season 1
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Episode 3
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31:49
