Mike Moran: Taking the Temperature on Retirement Readiness

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 28 November 2023

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

A Goldman Sachs retirement specialist discusses retirement savers’ successes and pain points, what 401(k) plans could do better, and what works in financial education.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.5	Hi, and welcome to the Longview.
0:35.9	I'm Amy Arnott, portfolio strategist for Morningstar Research Services.
0:40.8	And I'm Christine Ben's director of personal finance and retirement planning for Morningstar.
0:45.1	Our guest on the podcast today is Mike Moran, managing director and pension strategist for Goldman Sachs.
0:52.8	Mike focuses on areas such as plan funded status,
0:56.3	contribution activity, and asset allocation for both defined benefit and defined contribution
1:01.8	plans. He also works directly with plans sponsors on issues specific to their retirement plans.
1:08.9	Mike has worked at Goldman Sachs for more than 24 years in a variety of
1:12.7	roles focusing on capital markets, asset allocation, and investment strategy. He's the CFA
1:18.9	charter holder and has an MBA in finance from New York University's Stern School of Business,
1:25.1	as well as a BS in accounting from Villanova University.
1:29.6	Mike can speak to a wide range of retirement-related issues, but he's here today to discuss
1:34.8	Goldman's most recent retirement survey and insights report titled, Diving Deeper into the Financial
1:40.8	Vortex, a way forward. Mike, welcome to the Longview. Thanks for having me here today.
1:47.7	Sure. It's great to have you. For starters, can you describe the report at a high level? Who did you
	...

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