401(k) Fridays Podcast

Episode Description: In this installment of our Industry Profile series we focus on topics, trends and thoughts specific to employers in higher education and their retirement plans.  As you will hear from my guest, Patricia Harte, head of TIAA’s institutional relationship management team, while many of the core values embraced by institutions and reflected in their retirement plans have stayed the same, the strategies, tools and conversations are evolving!  Patty pulls from her roughly 25 years of experience working with higher education clients and TIAA research to discuss the latest insights around the concepts of shared responsibility and ideas to help with your reluctant retirees.  Also, we discuss the shift in the measurement of participant success from balance accumulation to retirement outcomes, psychosocial barriers to retirement and longevity in higher ed.  Whether you are a state or private institution, there are stories, examples and other information you will find useful!  Guest Bio: Patricia Hart