Episode 5: CFP Board’s New Retirement Security Working Group - CFP Board VP for Public Policy Maureen Thompson and Retirement Expert Fred Reish of Drinker Biddle
Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession. Maureen Thompson and retirement expert Fred Reish of Drinker Biddle talk about the organization’s new working group, which will be focused on developing policy ideas on how to encourage more people to save for retirement and how their savings can last a lifetime. Key Takeaways [:20] Dan Drummond welcomes Maureen Thompson, CFP Board's VP for Public Policy, and Fred Reish resident retirement expert to the podcast to talk about a new initiative for the CFP Board — the retirement issues working group. [00:41] Maureen talks about the retirement issues working group, its purpose, mission, how it came about and how it will be operated. [2:07] Dan asks Fred what kinds of challenges he has seen the public face in terms of retirement issues and what kind of results he expects the retirement issues working group to yield. [4:00] Dan asks Maureen and Fred to talk on what Congress has in the works in terms of legislative proposals. [6:55] Maureen and Fred outline some of the important focus areas to work on as pertaining to retirement savings? [10:12] What the schedule is for the retirement issues working group operations and what the end product is expected to be. [11:40] Dan thanks Maureen and Fred for coming on the podcast and explaining the new retirement issues working group. Thank you for listening to another episode of Certificant Connections, for more information, visit our website and check out our blog. To submit questions, email us at podcast@cfpboard.org. If you enjoyed the show, we hope you visit iTunes to subscribe, rate and leave us a review. Join us next time for another edition of Certificant Connections. Mentioned in this episode Certified Financial Planner Board of Standards More about your hosts Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board) Maureen Thompson is the Vice-President of Public Policy of Certified Financial Planner Board of Standards, Inc. (CFP Board) Fred Reish of Drinker Biddle is a consultant and expert witness on ERISA litigation and FINRA arbitration, with a focus on cases involving broker-dealers, registered investment advisers, financial service companies and other service providers.