D.C. Pension Geeks podcast

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The Agile Brand with Greg Kihlström®

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#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

約 11 日前27:12

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We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

D.C. Pension Geeks

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Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it’s an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans.

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#Trading #Business #Brian Graff #Pension #Retirement #Social Security

D.C. Pension Geeks

updated 約 1 年前

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24 つのエピソード

#Trading #Business #Brian Graff #Pension #Retirement #Social Security

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D.C. Pension Geeks

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Brad Campbell - The Trump Administration’s Priorities for Retirement Plans 36:31

5 weeks前36:31

36:31

“There’s a little bit going on here in [Washington] D.C.,” American Retirement Association CEO Brian Graff quipped at the outset of the latest episode of D.C. Pension Geeks. “We have a great guest to help us figure out what’s going on.” Indeed. Brad Campbell, former Assistant Labor Secretary for the Employee Benefits Security Administration (EBSA) and currently a Partner with legal powerhouse Faegre Drinker, joined Graff for a frank discussion of what’s ahead for retirement plans in the second Trump Administration, and where we are withy the fiduciary rule, ESG, litigation reform, alternative investments, and more.…

D.C. Pension Geeks

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Preston Rutledge - What the Election Means for Retirement Plan Policy 45:01

14 weeks前45:01

45:01

Oh, what an election it was. It determined not only the presidency but control of both houses of Congress. Now that it’s settled, people rightly wonder what it means for retirement planning and saving policy. “It was kind of a big deal,” American Retirement Association CEO Brian Graff understatedly said. “And given the fact that it’s a big deal. We need a big deal to help us sort out what happened and what it means.” That “big deal” is none other than Preston Rutledge, former head of the Employee Benefits Security Administration (EBSA). The Founder and Principal of Rutledge Policy Group joined Graff to discuss the fate of the fiduciary rule, Social Security’s future, and much, much more.…

D.C. Pension Geeks

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Debra Whitman - How to Make it Easier to ‘Age Well’ in America 34:59

18 weeks前34:59

34:59

How long will we live in retirement? Will we be healthy? How long will we work? Will we have enough money? These are common, and heavy, questions we’d all like answered. Self-described “Pension Geek” Debra Whitman, EVP and Chief Public Policy Officer with the 30 million-member strong AARP, joins ARA CEO Brian Graff for a discussion of her new book, The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond . She describes all the things that need to happen to make it easier for people to age well in America and the AARP-supported policies and programs to make it happen.…

D.C. Pension Geeks

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Michael Kreps - Entire Tax Code ‘Up for Grabs' 39:30

30 weeks前39:30

39:30

The 50th anniversary of the Employee Retirement Income Security Act (ERISA) is rapidly approaching, a law that “affects real people every day,” according to Michael Kreps, a principal with Groom Law and chair of its Retirement Services Group. Kreps, a former Senate HELP Committee retirement policy staffer, joins American Retirement Association (ARA) CEO Brian Graff to discuss recent Department of Labor (DOL) fiduciary setbacks, why it keeps happening, and the value of incremental change in regulatory policy. They also note the coming tax policy debate in light of the expiring Tax Cuts and Jobs Act (TCJA) and what may or may not happen. It’s an important and timely conversation at a critical juncture for the retirement plan industry.…

D.C. Pension Geeks

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Preston Rutledge - ERISA’s Massive Impact on the Retirement Plan Space 45:55

33 weeks前45:55

45:55

ERISA turns 50 on Labor Day. It’s older, wiser, and still looks great. What has been its most significant impact on the ability of America’s workers to save? Preston Rutledge joins American Retirement Association CEO Brian Graff for a comprehensive look back and ahead. Rutledge, founder and principal of Rutledge Policy Group, knows the subject well. Prior to founding Rutledge Policy Group, Preston was the Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA led the US Delegation on private pension policy at the Organization for Economic Co-operation and Development (OECD) in Paris, France, and led oversight of the Federal Thrift Savings Plan, the world’s largest defined contribution plan.…

D.C. Pension Geeks

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Andrew Biggs - Lies and Statistics—What the 401(k) Data Actually Says 1:06:35

34 weeks前1:06:35

1:06:35

Former high-ranking Social Security Administration official and retirement policy gadfly Andrew Biggs joins American Retirement Association CEO Brian Graff for a frank discussion about the data fueling the 401(k) debate. Biggs, a frequent financial media critic of ‘retirement crisis’ sensationalism, explains the retirement readiness disconnect—and why we get it so wrong.…

D.C. Pension Geeks

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James Klein - ERISA at 50! Where We Are, Where We’re Going 40:52

35 weeks前40:52

40:52

The bipartisan nature of retirement plan legislation is key to its success. American Benefits Council President Jim Klein, the “OG” of retirement plan policy, joins Brian Graff for an in-depth discussion of retirement saving, healthcare and how ERISA—which turns 50 this year—has impacted both.

D.C. Pension Geeks

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Tim Hauser - The Final Fiduciary Rule’s Myths and Controversies 1:38:53

43 weeks前1:38:53

1:38:53

Department of Labor Chief Operating Officer and senior staff member Tim Hauser joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final fiduciary rule, officially called the Retirement Security Rule . This frank and factual conversation between two fiduciary rule veterans tackles any questions or criticisms about the rule head-on.…

D.C. Pension Geeks

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Aron Szapiro - The Data, Empirical Information Fueling the Final Fiduciary Rule 46:37

44 weeks前46:37

46:37

Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known. Aron Szapiro, Head of Government Affairs with Morningstar , joins American Retirement Association CEO Brian Graff for a wide-ranging discussion about the rule and its future implications, as well as recent attacks on the country’s private retirement savings system. This is an episode not to miss.…

D.C. Pension Geeks

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Michael Davis - Rebutting Academia’s 401(k) Critics 32:31

52 weeks前32:31

32:31

Defined contribution plans, and 401(k)s specifically, are increasingly under attack, criticized by think tanks and academics for perceived (yet easily refuted) flaws. What—and who—is behind the effort? Are the criticisms resonating and why are they happening now? Does the industry need to do a better job defending itself and are we effectively illustrating the 401(k)’s value proposition? Michael Davis, Head of Global Retirement Strategy for T. Rowe Price and a former Deputy Assistant Secretary for the Employee Benefits Security Administration, joins American Retirement Association CEO Brian Graff for a lively and informative discussion.…

D.C. Pension Geeks

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Kathleen Kennedy Townsend - A Lively Defined Contribution Debate 46:20

1 year前46:20

46:20

‘Retirement provocateur’ Kathleen Kennedy Townsend played an instrumental role in the debate over retirement issues, resulting in significant policy ideas. A founder of the Georgetown University Center for Retirement Initiatives, the 40-year political veteran and former Maryland Lieutenant Governor joins American Retirement Association CEO Brian Graff for a provocative discussion about making it easy to save, state auto IRAs, national retirement plan proposals, and why people just don’t want to talk about retirement.…

D.C. Pension Geeks

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Peter Brady - How to Counter the Latest Attacks on the 401(k) Savings System 38:14

1 year前38:14

38:14

Academics are on the march, coming for the defined contribution retirement savings system with policy prescriptions that would fundamentally change employer-sponsored plans and what they’re designed to do. The system is failing; it only benefits the wealthy and doesn’t produce adequate retirement income, which is the chorus of commonly heard criticism. American Retirement Association CEO Brian Graff is joined by Peter Brady, a senior economist for retirement and investor research at the Investment Company Institute, to counter the claims. Brady brings the data to dispute the latest attacks and discuss what’s driving the attacks.…

D.C. Pension Geeks

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Tim Hauser - Navigating the Maze of Fiduciary Standards 1:16:41

1 year前1:16:41

1:16:41

Calling the latest iteration of the fiduciary rule “the third installment of a long running regulatory series,” American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about the Retirement Security Rule. The two fiduciary regulation ‘veterans’ sit down for a (very) comprehensive discussion the primary reasons EBSA thought it necessary to update the regulatory definition of investment advice and the goals and objectives in doing so.…

D.C. Pension Geeks

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Robert L. Johnson - Auto-Portability, Financial Wellness and Closing the Savings Gap 33:31

1 year前33:31

33:31

Robert L. Johnson, founder of RLJ Companies and BET, joins ARA CEO Brian Graff for a fascinating discussion about auto-portability, financial wellness, closing the savings gap, and MUCH more.

D.C. Pension Geeks

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John Scott - The Positive Impact of State-Based Auto-IRA Programs 28:08

1 year前28:08

28:08

How do you expand retirement plan coverage for workers at scale (close the coverage gap), leverage the behavioral benefits of payroll deduction, and not place an undue burden on employers? One solution is increasingly effective—state-facilitated plans. Retirement policy veteran John Scott, Project Director, Retirement Savings with The Pew Charitable Trusts, joins American Retirement Association CEO Brian Graff to discuss how the programs are performing, their impact and the surprising stats fueling their growth.…

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