Insights on modernization from New York City Board of Education Retirement System

In this episode of Future of Retirement, Sandy Rich, Executive Director of the New York City Board of Education Retirement System and Dan Doonan, Executive Director of the National Institute on Retirement Security, join host Jessica Hurley to explore how NYC BERS is modernizing retirement administration for more than 55,000 members. They discuss how the organization has transformed its operations through cloud migration, integrated data and payroll systems, digital workflow tools, call center capabilities, and automation designed to improve efficiency, accuracy, and member service.

The conversation also examines the challenges of data quality, evolving benefit complexity, auto-enrollment, Roth contributions, and the growing role of artificial intelligence in retirement administration.  Finally, Sandy and Dan explore how modernization is enabling retirement systems to operate with greater agility, security, and responsiveness—creating a stronger foundation for improved member outcomes and long-term confidence.

Listen Now