Shows
401(k) Specialist PodcastKnut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision'Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptocurrency investments in 401(k) plans.The move is seen as a removal of a big regulatory roadblock that forced plan fiduciaries to exercise “extreme care” before adding crypto to 401(k) investment menus, in line with the Trump administration’s expressed desire to eliminate what it sees as regulatory overreach and that investment decisions should be made by fiduciaries, and not D.C. bureaucrats.Knut A. Rostad, Co-Founder and President of the Inst...2025-06-0209 min
401(k) Specialist PodcastCreating the 'Next-Gen 401(k) Report' with KWP Growth Partners’ Will Prest and Lisa KottlerThe inaugural "Next-Gen 401(k) Report" from KWP Growth Partners is being released on April 8, unveiling a dozen transformative trends that are shaping the future of retirement plans, putting the spotlight on 60 leading digital-forward companies that are driving innovation in the workplace retirement plan space.Will Prest, Managing Partner for KWP Growth Partners and Lisa Kottler, KWP’s Partner of Strategic Growth and Innovation, join this episode of the 401(k) Specialist Podcast to discuss the new report and what makes it a valuable new resource for firms throughout the workplace retirement plan ecosystem.Key Insights...2025-04-0716 min
401(k) Specialist PodcastLarge-Cap Value Investing in 401(k) Plans with Invesco’s Devin ArmstrongIn this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin Armstrong, co-lead manager of the Invesco Comstock Fund, who is Senior Portfolio Manager and Director of U.S. Value Research at Invesco.With market uncertainty and shifting economic conditions, value investing remains a compelling strategy for long-term retirement savers. Armstrong breaks down why large-cap value stocks help to diversify 401(k) plan holdings, and walks us through the team’s unique contrarian approach and classic value investing techniques that distinguish the Invesco Comstock Fund....2025-03-2419 min
401(k) Specialist Podcast401(k) Forfeiture Lawsuits and SECURE 2.0 compliance with Richard ClarkeThe “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where employers are accused of using forfeited funds to benefit the company instead of plan participants.Richard Clarke, Chief Insurance Officer at Colonial Surety Company, a leading direct seller and writer of surety bonds, joins the 401(k) Specialist Podcast to address why plan sponsors need to remain vigilant and have the proper guardrails in place to mitigate the risk of a costly lawsuit.He’ll also talk about some of the new SECURE 2.0 provisions and how plan sponsors can sa...2025-02-2419 min
401(k) Specialist PodcastHolly Knight’s High-Profile Move to Alera GroupHigh-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent move from NFP to Alera Group, where she is in the newly created role of “Director of Retirement Advisor Services.”Knight explains the rationale behind the move and why she believes the young and growing company is uniquely positioned to deliver true financial integration for its clients, and how she plans to tackle the task of building scalable infrastructure.Key Insights:Financial Wellness Integration: Holly Knight emphasizes embedding financial wellness into benefits, reti...2025-02-1011 min
401(k) Specialist PodcastProtecting the Rights of Retirement Investors with ICI Leader Eric J. PanA second Trump Administration, coupled with new leadership at the SEC and Department of Labor, brings the potential for significant changes in the regulatory environment in Washington, including discussions that could impact retirement tax incentives and their role in encouraging long-term savings.For insight on what this could mean when it comes to the retirement industry, we check in with Eric J. Pan, President and CEO of the Washington, D.C.-based Investment Company Institute. ICI is the leading association representing the interests of regulated funds and the more than 120 million Americans who depend on them to...2025-01-2710 min
401(k) Specialist Podcast4 DC Trends to Watch for in 2025 with Vanguard’s Jeff ClarkWith the new year quickly approaching, it’s a good time to think about some of the key trends to watch out for in 2025. Vanguard Head of Defined Contribution Research Jeff Clark—who is the author of the company’s popular “How America Saves” research—joins the 401(k) Specialist Podcast to talk about four 2025 retirement trends he anticipates will impact the workplace retirement plan market next year. podcast here Clark covers growing Roth contribution options, increases in auto enrollment, why to expect a broader focus on financial wellness, and continued momentum for in-plan lifetime income options.2024-12-1610 min
401(k) Specialist PodcastHow to Better Reach 401(k) Participants with Invesco's Greg Jenkinst’s always important for retirement plan advisors to know the primary concerns and interests of 401(k) participants in order to be able to communicate with them effectively.Invesco recently conducted some new research on the mindset of participants, and in this episode of the 401(k) Specialist Pod(k)ast, we talk with Greg Jenkins, Managing Director and Head of Institutional Defined Contribution at Invesco, who shares some surprising findings uncovered by the new research, and what advisors can learn from it.Key Insights:Participants’ Financial Concerns: Inflation, rising costs, and...2024-12-0214 min
401(k) Specialist PodcastThe Road to Better Retirement Outcomes with MFS' Jeri SavageIn this episode of the 401(k) Specialist Podcast, we’ll travel down the road to better participant outcomes with MFS Investment Management’s Jeri Savage, who will direct us through the key insights from the newly released 2024 MFS Global Retirement Survey. Podcast Episode Player Savage, Lead Retirement Strategist at Boston-based MFS, elaborates on some of the most impactful findings and explores how advisors and plan sponsors can help participants prioritize savings, improve retirement readiness, and navigate the complexities of target date funds.Key Insights:Target Date Fund Misunderstandings: Addressing misco...2024-10-2118 min
401(k) Specialist PodcastFiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie ItamiERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of recent stay rulings in Texas, and also chimes in on ERISA at 50 before addressing compliance challenges presented by annuities in 401(k) plans.And click here to check out a recent blog post from Itami about ERISA’s 50th anniversary, which will be celebrated with a gala event in Washington D.C. on Sept. 12.Itami is a partner in Lathrop GPM’s Busine...2024-09-0914 min
401(k) Specialist PodcastThe Past, Present and Future with Morningstar Retirement’s Brock JohnsonMorningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit.Johnson talks about how retirement solutions and research have evolved over the years, what’s behind a host of recent innovations, and provides a glimpse into the future.Key Insights:Morningstar Retirement’s Evolution and Mission: Morningstar Retirement has maintained a consistent mission since its inception, focu...2024-08-2619 min
401(k) Specialist PodcastExploring Retirement Income Strategies with Joshua Grass and Todd LevyThe retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models centered solely on wealth accumulation are no longer sufficient. A more holistic approach is imperative to effectively manage risks, generate sustainable income, and ensure financial security throughout retirement.To explain this transformation, joining us on the 401(k) Specialist Pod(k)ast are a pair of well-versed subject matter experts in Joshua Grass, CFA, Senior Strategic Accounts Associate at Allianz Life, and Todd Levy, Managing Director, RIA, with The Retirement Plan Company.Josh...2024-08-0518 min
401(k) Specialist PodcastWhat's Behind a Remarkable 25-Year Milestone for Invesco's Kevin HoltIt’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, is celebrating this summer.Holt and Devin Armstrong, who have been co-lead portfolio managers for the Invesco Comstock Fund since 2007, apply a unique contrarian approach and classic value investing techniques.Holt joins the 401(k) Specialist Pod(k)ast to share more about the approach, what he looks for in a value stock, and why 401(k) participants need a well...2024-07-2213 min
401(k) Specialist PodcastMaking 401(k) Saving Hard to Avoid with Principal’s Marc Howell and Felix OkwaningNo matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enrolling.Our guests on today have some ideas on dealing with this problem—centered on how instead of making it easy to participate, making it even harder to avoid enrolling in the plan in the first place.Marc Howell and Felix Okwaning, who are both Managing Directors—Enhanced Plan Design at Principal Financial Group, share some great ideas on how to use a combination of automatic features including “auto-sweep” to boost enro...2024-07-1522 min
401(k) Specialist PodcastCommon HSA Mistakes (and Fixes) with ‘Mr. Retirement’ Jeremy KeilDespite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential.Jeremy Keil, CFP, CFA, a retirement-focused financial advisor and host of both the Retirement Revealed Podcast and Mr. Retirement YouTube channel, joins the 401(k) Specialist Pod(k)ast to discuss the most common mistakes he sees people with HSAs making, as well as how to help correct these mistakes with strategies that make the most of their exceptional capabilities.Key Insights Include:2024-06-2414 min
401(k) Specialist PodcastJerry Schlichter Preps Advisors for Fiduciary Rule ChangesThe DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring.Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specialist Pod(k)ast to share some important insights on the upcoming changes, legal challenges and what advisors need to be doing to prepare for compliance.SEE ALSO:• Fred Reish Unpacks the DOL’s New Fiduciary Rule2024-06-1016 min
401(k) Specialist PodcastExploring the 'Annuities in TDFs' Trend with Morningstar's Jason KephartThere’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities.Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some serious traction in the coming years.Jason Kephart, director of multi-asset ratings for Morningstar Research Services LLC, was a lead author of the new research, and he explains why annuities in target date funds are trending, who’s getting into this mark...2024-04-2211 min
401(k) Specialist PodcastPreviewing the 2024 NAPA 401(k) Summit with Nevin Adams and John SullivanThe workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit.We get a preview of the big event from two of the key people in charge of putting it together in Nevin Adams and John Sullivan, the former and current Chief Content Officers for the American Retirement Association.In addition to highlighting some of the topics and key must-see sessions scheduled for the event, we’ll check in with Nevin about his “gradual retirement” and John about how he’s fit...2024-03-1816 min
401(k) Specialist PodcastDefending the 401(k) with ICI's Sarah HoldenThe 401(k) has been under attack on multiple fronts lately.Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Retirement Savings for Americans Act” that many in the workplace retirement market believe would constitute unfair competition from the federal government, it’s enough to have retirement plan advisors feeling a little defensive these days.Fortunately, plenty of retirement industry experts have stepped up to answer these attacks, and today’s podcast features a prominent one in S...2024-03-0216 min
401(k) Specialist PodcastMatt Gray & Todd LevyUnlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd LevyGuaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that are helping these solutions gain traction—and more widespread adoption—in 401(k) plans.Matt Gray, Assistant Vice President, Workplace and Middle Markets at Allianz Life, and Todd Levy, a “first mover” for lifetime income in DC plans who is Managing Director of RIA for The Retirement Plan Company, join the 401(k) Speciali...2024-02-1523 min
401(k) Specialist PodcastJeanne SuttonOhtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne SuttonBaseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dodgers.Interestingly, he deferred $68 of the $70 million per year in a move that could save him nine figures in California state income tax down the road.We’ll talk about that unique contract and the power of non-qualified deferred compensation plans with Strategic Retirement Partners Managing Director Jeann...2024-02-0511 min
401(k) Specialist PodcastBrian McDonnellIBM sent shockwaves through the retirement industry recently when it was revealed that the tech and computing giant is halting its 5% 401(k) match in favor of a 5% contribution to a new, portable, immediate-vesting pension called a “Retirement Benefit Account.”Joining us to discuss this move and its wider implications within the retirement industry is someone who knows the defined benefit market very well in Brian McDonnell, Head of the Global Pension Practice at Cambridge Associates. There he oversees the firm’s work with more than 150 plan sponsors, and also works directly with clients as their OCIO.He'l...2023-12-1112 min
401(k) Specialist PodcastLisa GomezTalking DOL Retirement Saving Priorities with EBSA Head Lisa GomezIt’s been about a year since the Honorable Lisa M. Gomez was sworn in as the Assistant Secretary of Labor, and quite a busy year it’s been for the head of the Employee Benefits Security Administration, which is responsible for administering, regulating and enforcing provisions of ERISA.She joins the 401(k) Specialist Pod(k)ast to talk about topics including the high-profile rewrite of the conflict of interest rule, SECURE 2.0 and its ability to address the workplace retirement plan coverage gap, and...2023-10-2316 min
401(k) Specialist PodcastJania StoutWhen you want to gain insight about what’s going on in the retirement industry, you want to talk to someone who’s in the loop and immersed in the business. We can’t think of someone who fits that description better than Jania Stout.401(k) Specialist’s “Top Advisor by Participant Outcomes” in 2020 is now the Senior Vice President, Retirement + Wealth, at OneDigital, where she brings over 22 years of experience in ERISA plan consulting to her role as Practice Leader.She fills us in on the latest when it comes to helping participants tackle the difficul...2023-10-0712 min
401(k) Specialist PodcastJennifer FlittonCapitol Hill Retirement Reform Update with Invesco’s Jennifer FlittonWith 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January.To learn where things stand on a variety of key retirement issues, this episode of the 401(k) Specialist Pod(k)ast is proud to feature a true Capitol Hill insider in Jennifer Flitton, Head of US Government Affairs at Invesco. In her 15 years...2023-09-2511 min
401(k) Specialist PodcastJoe Hendrickson & Brian LenzLifetime Income Solutions in 401(k)sAllianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market MomentumIn-plan guaranteed lifetime income solutions, such as annuities, have received plenty of attention in the wake of the SECURE Act of 2019 and 2022’s SECURE 2.0 legislation, which made it significantly easier to add these types of solutions into 401(k) plans.Here to talk about how these solutions are being adapted for defined contribution plans – and how they are being presented in the real world to 401(k) participants – we have Joe Hendrickson, Vice President of Strategy & Relationship Management...2023-08-0817 min
401(k) Specialist PodcastFred ReishFred Reish’s DOL Fiduciary Rule UpdateThe retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its fiduciary rule, and whether or not a retirement plan-to-IRA rollover recommendation made by an advisor who is a fiduciary to a plan or participant constitutes a fiduciary act, necessitating the use of Prohibited Transaction Exemption 2020-02.To help us sort out what’s going on with the DOL’s fiduciary rule, we can think of no better source than noted ERISA expert and Faegre...2023-07-2617 min
401(k) Specialist PodcastRebecca HourihanRetirement Advisor Marketing with Rebecca HourihanWe were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) marketing efforts these days, and what kind of investments in time and resources they are making in efforts to grow their business.For answers, we checked in with Rebecca Hourihan, Founder and Chief Marketing Officer with San Diego-based 401(k) Marketing, a full-service marketing agency for retirement plan professionals. A familiar face on the retirement industry conference speaking circuit, Rebecca works with a wide range of top retirement plan professionals, providing help with...2023-06-2313 min
401(k) Specialist PodcastJustin LivengoodExploring the Mid-Cap Market with Invesco’s Justin LivengoodOur guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment menu, and explains why most 401(k) participants are probably not aware of just how overly exposed they are right now to just a handful of the biggest companies.Here to explain it all is Invesco’s Justin Livengood, CFA, who is the Senior Portfolio Manager for Invesco’s mid-cap growth and health care strategies, and Senior Research Analyst for the Discovery and Capita...2023-05-2516 min
401(k) Specialist PodcastMichael Kitces: Why Chat GPT Complements (Not Replaces) AdvisorsThe rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work and role of financial advisors moving forward.High-profile advisor Michael Kitces—the “Chief Financial Planning Nerd” at Kitces.com, Head of Planning Strategy at Buckingham Wealth Partners, Co-Founder of the XY Planning Network and face of the popular “Nerd’s Eye View” financial planning blog—has an interesting perspective on the topic of AI in financial planning and shares it with us on this episode of the...2023-05-2222 min
401(k) Specialist PodcastSheri FittsWhy Financial Advisors Need Personal Branding: Sheri FittsAnyone who attends a retirement industry event knows there’s a pretty good chance Sheri Fitts is speaking at it. Today we’ve got the well-known branding consultant and founder of Sheri Fitts & Co. with us to talk about the need for and importance of personal branding among 401(k)-focused financial advisors.Sheri also tells us about an all-new industry branding and marketing event she is launching this August in San Diego called “SWAY| LIVE,” along with why such a focused event is needed in the reti...2023-05-0813 min
401(k) Specialist PodcastKevin HoltWhy Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin HoltAfter underperforming growth for years, value equities finally had their time in the sun in 2022. While both value and growth stocks declined last year, growth stocks fell much further than value thanks in large part to rising interest rates.In this edition of the 401(k) Specialist Pod(k)ast, Invesco’s Kevin C. Holt, CFA, who is the CIO, U.S. Value Disciplines and Co-Lead Portfolio Manager of the Invesco Comstock Fund, helps advisors understand why they...2023-04-1916 min
401(k) Specialist PodcastJohn LettieriEIG’s John Lettieri Refutes ARA Claims of Proposed Bill’s Challenge to Private Retirement Plan SystemWhen American Retirement Association CEO Brian Graff told attendees at the recent NAPA 401(k) Summit in San Diego that a new bill expected in Congress soon could mark the beginning of a “year’s long battle” over the future of America’s retirement system, the charged rhetoric didn’t sit too well with people behind the proposal.The ARA leader likened the “Retirement Savings for Americans Act” to a giant multiple employer plan run by the government, and wa...2023-04-1017 min
The 401 PodcastEp. 66 XFL Week 6, Final Four & MLB Opening Day3.29.23
Don't forget to follow us on Twitter @401pod! Welcome back to the 401. We’ve got a great episode for you today. A LOT is happening in the world of sports, and we are about to bring you our takes in the next 30ish minutes. We’ve got the Week 6 recap of the XFL. The BattleHawks are back in the win column and we are officially past the halfway point for the first time ever in the revamped league. We have the Final Four this week and do not even pretend like you were close to calling this one...2023-03-2931 min
401(k) Specialist PodcastMichael De FeoTalking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De FeoGuaranteed lifetime income in retirement plans is a hot topic these days, with study after study revealing that Americans want to know more about it and view these products as a good fit to help them reach their financial objectives.While 401(k) plan sponsors are showing increasing interest in adding guaranteed income products to their benefit programs, there’s still a lot of confusion surrounding what they are and how they work among retirement plan advisors and plan sponsors alike.To...2023-03-2710 minThe 401 Podcast401 Ep 65 March Madness Brackets, XFL Week 4 & World Baseball Classic3.13.23
Welcome back to The 401 Episode 65. We are recording on Monday night March 13th. We are on the eve of March Madness. In our near feature, we will have upsets, buzzer beaters, brackets on fire and the pure madness that is the NCAA Tournament. We break down our picks, upsets and who will be cutting down the nets. We also have Week 4 of the XFL to recap, as the BattleHawks break their own attendance record on the way to a 3-1 start to the season. We will also look at the World Baseball Classic as Team USA looks...2023-03-1451 min
401(k) Specialist PodcastDavid Ranney5 Big Issues with Small 401(k) Plans: Rebalance’s David RanneySmall-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans.This week we’re focusing squarely on some hot-button issues specifically related to small 401(k) plans, and to help us do that we’re joined by an expert in the field, David Ranney, who joined the team at small-biz 401(k) specialist Rebalance a few months back after spending more than two decades at Fidelity Investments. There he led the workplace investing team in a variety...2023-03-1313 minThe 401 PodcastEp. 64 BattleHawks Week 3 Recap + Spring Training Thoughts3.6.23
Welcome back to The 401 Episode 64. The BattleHawks just wrapped up their week 3 contest, and we will recapping the action for you in a tough loss that had a lot of points on the board. We also have MLB Spring training in full swing- no pun intended. We talk about who has the hot bats, Jordan Walker SZN and our thoughts on the pitch clock. We also bring back Who’s Flying High for the first team to punch their ticket to the NCAA Tournament. Go follow us on Twitter @401pod to see when new episodes have dropped! Ch...2023-03-0637 minThe 401 PodcastEp. 63 XFL Week 1 Recap & BattleHawks Comeback2.22.23
Welcome back to The 401! We are recapping the first weekend of the XFL. Our thoughts on the rules, uniforms and action on the field. We dive into the BattleHawks come from behind victory in dramatic fashion, then dive into the rest of the weekend games. Don't forget to follow us on Twitter @401pod so you will always know when a new episode drops! Cheers. 2023-02-2235 min
The 401 PodcastEp. 62 Super Bowl Recap & XFL Preview2.16.23
Welcome back to The 401. We've got a fantastic show for you that rivals Rihanna's halftime show. We open with our recap of Super Bowl 57. Our "expert" analysis and what bets we hit! Then we jump into the most anticipated comeback in ages. The return of the XFL. We preview our BattleHawks and what names you should now. We look at the opening week's schedule, divisions, rules, other notable names across the league and we share our excitement that the BattleHawks are finally back! Go follow us on Twitter @401pod to see when new episodes drop and follow...2023-02-1653 minThe 401 PodcastEp. 61 Chiefs vs Eagles Super Bowl 57 Preview2.10.23
Welcome back to The 401 for the preview show of Super Bowl 57! We break down each teams potential strength and weakness and who we think will come out victorious in the desert. We also go through a TON of prop bets and which ones are our favorites and where our money sits. Before you place anymore Super Bowl bets, take a listen to The 401 and decide if you want to tail or fade! Don't forget to follow us on Twitter @401pod so you can see when new episodes drop and send a tweet letting us know your favorite...2023-02-1053 minThe 401 PodcastEp. 60 The 401 2nd Annual NFL Award Show2.3.23
Stop in The 401 and enjoy our 2nd Annual NFL Award Show! We let the NFL handle the awards like MVP and Rookie of the Year while we get down to the awards that really matter. Awards like- This Is Why We Can't Have Nice Things Award, Is This Field Regulation Size Or What Award, I Wish You Were Still A Washing Machine Award, and The Kirkiest Cousins On The Kirk Cousins Scale Award. This is the award show you do not want to miss! You can tweet us your awards @401pod and follow us there to see...2023-02-0334 min
401(k) Specialist PodcastJosh ItzoeJosh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the BenefitsFormer TAPO honoree Josh Itzoe is now spending his days helping other 401(k) advisors.As the Founder & CEO of FiduciaryWor(k)s and its FiduciaryRx platform, he focuses on developing insights, research, technology, fiduciary consulting, and practice management coaching in the areas of fiduciary responsibility and workplace retirement.It seems he’s constantly launching new products and enhancements all geared toward making life easier for advisors—and he talks about the rewarding transition and his busy agenda in this week’s...2023-01-3014 minThe 401 PodcastEp 59 NFL Conference Championship Preview1.27.23
Welcome back to The 401! We've got your NFL Conference Championship preview in what should be one of the best weeks of football this entire season! We break down the matchup for the AFC and NFC, the keys to the game and our bets! Stop on by The 401 and get your championship weekend preview! Follow us @401pod to see when new episodes drop. Cheers. 2023-01-2732 min
Desde el 4018. Estar lejos de casa - PrólogoMucho se habla de lo bueno de migrar, o más bien de lo que idealizamos con el migrar. Poco se habla de todos los cambios, emociones y nuevos estimulos a los que nos enfrentamos que nos pueden llevar a vivir un duelo intero, muchas veces sin darnos cuenta.
En este episodio le damos la bienvenida a la primera serie de Desde el 401 que se titula "Estar lejos de casa" donde vamos a exponer todas las caras de la migración, vamos a contar experiencias en compañía de personas que han vivido lo que es irte de s...2023-01-2631 min
401(k) Specialist PodcastBonnie TreichelBonnie Treichel Talks Retirement Income Solutions, the New ESG Rule and SECURE 2.0There’s a select few people in the retirement business who seem like they’re just about everywhere, and are involved in just about everything. Bonnie Treichel from Endeavor Retirement is one of those people.As the Chief Solutions Officer of Endeavor Retirement, she uses her unique experience as an ERISA attorney and an advisor to help remove the weight of retirement plan complexities by empowering advisors to teach their plan sponsor clients about governance and the importance of a sound proc...2023-01-1610 minDesde el 4014. Navidad y lo que nos deja.Junto a Juli charlamos un ratito sobre lo que fue, es y será la Navidad.
Criadas en una familia altamente navideña donde se encargan de pasarnos las tradiciones por generación contamos anécdotas, recordamos épocas pasadas e intentamos encapsular la magia de la Navidad desde los ojos de ambas. Espero disfruten este episodio y ¡FELIZ NAVIDAD les desea Desde el 401!
@desdeel401
@mafvidal x @julxbxx2022-12-2350 min
401(k) Specialist PodcastGreg JenkinsSurprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins Our friends at Invesco recently released a voluminous new study exploring 401k plan participant and plan sponsor preferences for generating long-term retirement income. The research unearthed some rather surprising findings, including that only a very small percentage of 401k participants are confident in their ability to generate a retirement income strategy on their own. And perhaps not so surprisingly, a majority of participants are worried they will run out of money in retirement.To dive into some of the biggest surprises uncovered in...2022-11-1110 min
401(k) Specialist PodcastShannon MaloneySRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s WhyShannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist for the 2022 Top Advisor by Participant Outcomes.Shannon joined us to talk about ESOPs and defined benefit plans, which are two areas of her expertise. She also discussed what her military background taught her about the 401(k) business and her joy in making tough guys cry.2022-09-1409 min
401(k) Specialist PodcastAaron SchummVestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for RecordkeepingWe pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a hard follow-up. True to form, he deftly fielded both.The digital 401(k) recordkeeper is on a tear of late, raising money from major players, and is now named to INC. magazine’s list of the fastest growing U.S. companies. We discuss needed disruption in the recordkeeping space, a pivot to college savings, and what’s next for the industry and co...2022-08-1909 min