Ep. 7: Lawyering Up - The Impact of Class Action Lawsuits on the Retirement System
Hear from Jerry Schlichter and Jamie Fleckner, two lawyers whose legal battles shaped how the defined contribution retirement space thinks about innovation.
PGIM does not establish or operate pension plans
As retirement plans change and evolve, consultants have become trusted guides for accidental plan sponsors.
Episode guests Don Ezra and Rich Nuzum have stood at the highest perch in the world of consultants. Don’s decades at Russell and Rich’s current role in leadership at Mercer span the dawn of the retirement investing consultancy to the present day, where trillions of dollars are invested in defined contribution plans. They’ve spent the majority of their professional careers helping accidental plan sponsors feel less…“accidental.” In this episode, our last of Season 1, we sit down with Don and Rich to discuss the evolution of the DC consulting industry.
Hear more from Don Ezra, who shares tales about the opportunity that followed the collapse of the Soviet Union, his collaboration with Nobel Prize winner Bill Sharpe and his present-day activities.
Through our commitment to professional learning, we partnered with the CFA Institute to allow its members the ability to self-determine and self-report professional learning credits earned by engaging with PGIM materials. To document credits in your professional learning tracker, click here.
Filter through The Accidental Plan Sponsor® podcast episodes and explore the history, evolution and future of employer-based retirement plans.
Gain insights into the evolving defined contribution landscape through our webinars, articles, and more.