Retirement plans have long been seen as expensive, complex, and difficult to manage—especially for small businesses. But that perception is changing.

In this episode of the Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore what’s different today, the opportunities many employers may be overlooking, and why taking a fresh look at your current plan could deliver meaningful value for both your business and your employees.

Key Takeaways:

• Why no business is “too small” to offer a retirement plan—and how accessibility has improved
• How modern plans have become more affordable, streamlined, and easier to manage
• Why retirement benefits are now a powerful differentiator for attracting and retaining talent
• How features like automatic enrollment—and a simple plan review—can significantly improve outcomes
• And more.

This conversation makes a compelling case for revisiting your approach—because today’s retirement plans aren’t just easier, they’re a strategic advantage.

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Jacqueline Reeves:

• LinkedIn: Jacqueline Reeves

About our Guest:

Jacqueline (Jackie) Reeves leads Retirement Plan Services at Bryn Mawr Trust, a WSFS company. She works with business owners to design, evaluate, and optimize retirement plans that align with company goals, employee needs, and evolving regulatory requirements. Jackie specializes in helping organizations navigate plan design, fiduciary oversight, retirement plan benchmarking, participant engagement, and long-term retirement readiness strategies. Throughout this conversation, she shares practical insights on how business owners can simplify retirement plan decisions while creating meaningful benefits for their employees.