Over the years on the podcast we have talked about the generational preferences and trends of baby boomers, Gen X’rs and Millenials, But not Generation Z. To dig into them, I am happy to welcome back Nathan Voris, Director, Investments, Insights & Consultant Services at Schwab Retirement Plan Services. While the focus is on Gen Z, there are some great observations about financial stress, financial wellness, the financial impact of the pandemic and much more. We also really strive to tie these themes together in a way that can help employers better position services they offer today to attract and retain employees in a hyper competitive market for talent, or maybe this is encouragement to revisit these topics as you look forward. Regardless, good stuff and great input from Nathan. 

Guest Bio

Nathan Voris joined Charles Schwab in 2016 and leads the Investments, Insights and Consultant Services teams within Schwab Retirement Plan Services, Inc.

In this role, Voris brings together multiple teams with shared expertise to develop and enhance partnerships with the Consultant and Advisor community. Prior to his current position, he led the Strategy and Planning team for Schwab Workplace Financial Services, which includes Compliance Solutions, Schwab Retirement Plan Services and Schwab Stock Plan Services.

Voris brings 20+ years of experience in the financial services and retirement plan industries to his role. Prior to Charles Schwab, he worked for Morningstar, where he held several roles within Morningstar Investment Management, and as a retirement plan consultant at R.V. Kuhns & Associates. He began his career as a plan sponsor, working for Walmart and the Ohio Public Employees Retirement System.

Voris earned a bachelor's degree in education from The Ohio State University.

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

As part of the evolving conversation around infrastructure and how to pay for it, some potential changes to workplace retirement plans were injected into the conversation. To shed some light on the topic I am happy to welcome back Sam Henson, a Senior Vice President and Chief Client Officer for Lockton Retirement Services. While it is anyone’s guess on what will happen with infrastructure, the important things to take away from our conversation today are the thematic changes to workplace retirement plans that we included in the spending bill. While these may or may not become reality, like in the game of poker, this serves as a pretty good tell on what changes could be debated in the future. 

Guest Bio

Samuel Henson, JD is the Chief Client Officer for Lockton Retirement Services. Lockton is the world's largest privately held insurance brokerage firm. Sam oversees ERISA compliance, DOL/IRS/SEC/PBGC activities, and the legislative landscape for more than 50,000 Lockton clients and 7,000 associates. Our associates use a comprehensive approach as a consultative partner in the areas of regulatory and legislative compliance, investment, pension risk management and vendor management. I would like to connect with other industry-related professionals including attorneys, in-house counsel, compliance officers and government officials.

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!