Shows
Retireholics - 401k Plan Industry Show for AdvisorsRetireholics - Secure 2.0 - Beagle - Tax Credit CalculatorsBeagle Co-Founder Jeffrey Tha explain how Beagle helps participants find and move their forgotten 401k account balances. https://meetbeagle.com/ Headlines: ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S. Some 401(k) participants will soon be able to invest part of their 401(k) directly into the constituents of the CoinDesk Market Select Index (CMIS) under terms of a deal announced today by ForUsAll and CoinDesk Inc. -401k Specialist House Passes Resolution to Repeal DOL 401(k) ESG...2023-03-071h 21
The Fiduciary U™ PodcastEp #41, Part 1: How Advisors Can Win Big in the Small Retirement Plan Market with Chad JohansenWelcome to episode #41 of the Fiduciary U™ Podcast. I am going to try something a little different with this episode. I recently co-hosted Retireholics and a few people were giving me a hard time about how long the episodes are, even though they love the content. I conducted a poll on LinkedIn and 52% of people said they prefer breaking each episode into 2 parts. Not a huge majority but since this episode is a little longer than usual, I’m going to try it out and see what type of feedback I get. I am releasing Parts 1 and 2 at the same...2022-10-1039 min
Retireholics - 401k Plan Industry Show for AdvisorsMichelle Richter on Retireholics
Headlines:
MILLENNIALS HAVE SOLVED THE RETIREMENT CRISIS
401kspecialistmag.com/surprising-percentage-of-millennials-counting-on-crypto-for-retirement/
Surprising Percentage of Millennials Counting on Crypto for Retirement - 401K Specialist
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor.
401kspecialistmag.com
ARA NOT DIGGING NEW LEGISLATION
napa-net.org/news-info/daily-news/ara-expresses-opposition-protecting-americas-retirement-security-act
ARA Expresses Opposition to Protecting America’s Retirement Security Act | National Association of Plan Advisors
The American Retirement Association expressed its op...2022-04-081h 05
Retireholics - 401k Plan Industry Show for AdvisorsDavid Donaldson - Former DOL InvestigatorHeadlines today:
NAPA LIST OF ADVISORS BY ASSETS and PLANS
https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021
DC Multi-Office List
https://www.napa-net.org/top-dc-advisor-multi-office-firms-2021
GOLDMAN SACHS BUYS NEXT CAPITAL
https://www.cnbc.com/2022/03/29/goldman-sachs-is-buying-corporate-retirement-plan-robo-advisor-nextcapital.html
SECURE ACT 2.0
https://401kspecialistmag.com/house-passes-secure-2-0/
2022-04-051h 04
Retireholics - 401k Plan Industry Show for AdvisorsOnstage at the American Trust Conference - Guest: John MoodyHow to grow a company from 5 to 200 million.
Are Recordkeepers a threat to Advisors?
Will VC investors win with 401k Distuptors?
2022-03-1853 minRetireholics - 401k Plan Industry Show for AdvisorsFounder & CEO at Ubiquity RetirementDiscussing small biz 401k plans, industry disruptors, technology and more!
2022-03-0559 minRetireholics - 401k Plan Industry Show for AdvisorsChief of Police - Ryan JohansenChief Of Police at City of San Bruno. Founder of an amazing organization http://everpresent.Love enables you to easily create a library of video messages to ensure that you are forever loved, forever remembered and forever present for the people you love most.
2022-03-021h 10Retireholics - 401k Plan Industry Show for AdvisorsDavid Blanchett - RetireholicsManaging Director, Head of Retirement Research, PGIM DC Solutions
2022-02-141h 04Retireholics - 401k Plan Industry Show for AdvisorsLeah SylvesterPartner | Director - Retirement Plan Services at Shepherd Financial, LLC
Josh Itzoe joined as a guest host, because Robe Guy was getting drunk at the Pebble Beach AT&T Pro-Am
2022-02-081h 05Retireholics - 401k Plan Industry Show for AdvisorsCarl Engstrom - Plaintiff’s Attorney"Excited to talk about 401(k) litigation and the plaintiff attorney's place in the retirement plan ecosystem with the Retireholics crew this Thursday!"
2022-02-011h 01Retireholics - 401k Plan Industry Show for AdvisorsJohn Sullivan - 401k SpecialistOdell Beckham Jr. bitcoin play, was it dumb or just another investment and no big deal? The U.S. Supreme Court on Hughes v. Northwestern for excessive fee case and what it means.
2022-01-281h 02Retireholics - 401k Plan Industry Show for AdvisorsEric Phillips from Human InterestDo 401k Unicorns exist? Human Interest has raised over 335 million in funding and has it eyes set on an IPO in the near future. The Retireholics welcome Eric Phillips, CFA the Sr. Director, Partnerships & Strategic Insight for Human Interest.
2022-01-221h 03Retireholics - 401k Plan Industry Show for AdvisorsKeith GredysTransamerica Lawsuit, Better Plan Designs, Why Many Fiduciaries are Blowing It, TPA Advisor Relations, and more.
Guest: Keith Gredys
Chairman/CEO The Kidder Company/Fuerza Financial, Inc.
2021-12-171h 05Retireholics - 401k Plan Industry Show for AdvisorsWilliam Hackler at Wealth@Work 2021 in NashvilleAfter a late night of karaoke, the boys all get together at the crack of noon and talk to our buddy Will Hackler.
2021-12-1655 minRetireholics - 401k Plan Industry Show for AdvisorsLaura Rogers of OneDigitalLaura (Clark) Rogers, MBA, AIF is the Director of Financial Elements at OneDigital.
2021-12-151h 06Retireholics - 401k Plan Industry Show for AdvisorsDaniella Moiseyev with the Retireholics during Wealth@Work 2021Friend of the Retireholics and salsa maker Daniella Moiseyev stopped by the couch during the Wealth@Work 2021 Advisor Conference in Nashville.
2021-12-1557 minRetireholics - 401k Plan Industry Show for AdvisorsChris Panagiotu of CAPitalize Your FinancesWealth advisor Chris Panagiotu talking about financial planning as a core strategy while fighting the tunnel vision of people being focused on investing.
https://open.spotify.com/show/2eaXdmgmuEygxHfCvS6kij
*We were slow to release this one, because the Giants lost and we needed time to heal.
2021-11-241h 01Retireholics - 401k Plan Industry Show for AdvisorsErin Hall - Retirement Plan Advisor SummitAdvisor Erin Hall joins as we discuss how to protect against 401k cyber attacks and debate transparent billable fees versus hidden asset based ones.
Read Erin's whitepaper here:
https://www.srpretire.com/Cybersecurity_White_Paper.pdf
2021-11-241h 00
The Hire thru Retire PodcastJD Carlson on Legislation, M&A, and Long BoardsIn this episode, Bill and Heather and joined by arguably one of the coolest guys in retirement — Owner of Plan Design Consultants, JD Carlson. JD is also the host of Retireholics, a weekly show where retirement industry professionals get together to talk shop. And, while he spends most of his time talking to folks in varying roles across the retirement plan industry, we’ve asked him to the podcast to share his own perspective to provide a “state of the industry.” Bill Harmon is a registered representative of Voya Financial Partners, LLC (member SIPC).Plan De...2021-11-0119 minRetireholics - 401k Plan Industry Show for AdvisorsNevin & Fred have a podcast!Fred Reish and Nevin Adams talk to us a bit about their podcast (which is great by the way). We also discuss the breaking news in the 401k retirement plan space.
2021-10-081h 00Retireholics - 401k Plan Industry Show for AdvisorsBrett Shofner - Live@Chicago Institutional Investor RPAS ConferenceFederal mandate on retirement plans might be coming with 'Build Back Better', what it means for advisors and who will benefit most.
Brett tells a very long story about how somebody gave him beer in an RV.
Solving your customers needs when it requires the plan sponsors to participate.
2021-10-0851 minRetireholics - 401k Plan Industry Show for AdvisorsRoss Marino - Wealth @ Work ConferenceSpecial Edition of Retireholics on what’s going down at the 2021 Wealth@work Conference in Nashville. A pre-conference episode with special guest Ross Marino of Advisor 2X.
We'll be there!
https://wealthatwork.live/
OCTOBER 24-26, 2021
NASHVILLE
2021-09-281h 03Retireholics - 401k Plan Industry Show for AdvisorsBill Schories - National Sales Director - DCIO at InvescoAre 401ks only for the privileged? The boys are joined by Bill Schories of Invesco to discuss if 401ks suck, mutual fund scoring, leveraging DCIO partners, and the Nirvana baby.
2021-09-1958 minRetireholics - 401k Plan Industry Show for AdvisorsJosh ItzoeHe's written many leather bound books, and smells of rich mahogany.
2021-09-101h 05Retireholics - 401k Plan Industry Show for AdvisorsAnother ‘Shamanda Show‘ takeoverShannon & Amanda take over Retireholics, like always it's a train-wreck. You are fortunate to be listening to the Podcast version, as the video of this is a seizure inducing CF.
2021-08-311h 03
Retireholics - 401k Plan Industry Show for AdvisorsJennifer Sahady - "Thank You For Coming to My TED Talk".As all the new tools and tech fail to make the big difference in participant outcomes that we hoped for. Is boring old financial education is where we should be returning our focus?
2021-08-261h 32
Retireholics - 401k Plan Industry Show for AdvisorsSean Patton of Westminster ConsultingFinancial Advisor Sean Patton joins the show to discuss aggregators, the convergence of health, wealth and retirement, and strategies around being an HR consultant.
2021-07-301h 01
Retireholics - 401k Plan Industry Show for AdvisorsMatthew Jackson - The Retirement DreammakerMatthew Jackson the author of The Retirement Dreammaker, he loves retirement, loves Jiu Jitsu and most importantly he loves himself a shhmmmedium t-shirt.
2021-07-021h 01
Retireholics - 401k Plan Industry Show for AdvisorsCarrie Ohm - One DigitalWe finally get to chop it up with Carrie Ohm. Her role at One Digital gives her a unique vantage point on advisors, retirement plans and the industry as a whole. This was a fun episode, even with Chad's ramblings.
2021-06-291h 03
Retireholics - 401k Plan Industry Show for AdvisorsCindy Dash - Broadridge Senior Vice PresidentWhat is a "custodian" for a retirement plan? Now that the DOL is now auditing the cybersecurity of plans and want information involving cybersecurity from vendors and plan fiduciaries, are we safe from hackers? Jania Stout drops in to thank everybody for all their donations to the Leukemia & Lymphoma Society. We play JD's "one of these things doesn't belong" game, which is absolutely pointless for a podcast listener.
2021-06-211h 03
Retireholics - 401k Plan Industry Show for AdvisorsPreston Rutledge - Former Head of DOL’s EBSAWe discuss SECURE 2.0, Biden Retirement Plan Tax Proposals, Washington & Lobbyists, and of course Bourbon.
2021-06-171h 02
Retireholics - 401k Plan Industry Show for Advisors401k Mindfulness with Fred BarsteinWe talk about a lot of breaking retirement news, but also take a break to talk about the transformative effects of meditation and how impactful this can be for all us stressed out financial industry folks.
2021-06-041h 04Retireholics - 401k Plan Industry Show for AdvisorsIRA's for kids with Chris CarosaThe Child IRA, why and how you should be helping kids get IRA's and start putting money into it (hint: compound interest).
Gamification in 401k, how it works, who is doing it, should we be doing it?
We also talk about Hamburger Dreams, the book Chris wrote about lore surrounding the invention of the hamburger, and where he thinks the evidence leads.
2021-06-031h 04Retireholics - 401k Plan Industry Show for AdvisorsRothification of the 401k Match & Crypto in 401kIs the volatility of crypto currently too wild to even be considered for 401k, or is their adoption into plans a forgone conclusion and it's just a matter of when. The boys have the "rothification" of the match conversation, and it goes about as good as it's going for anybody else.
2021-05-211h 00
Retireholics - 401k Plan Industry Show for AdvisorsJohn Faustino - Head of Fi360SECURE 2.0, the current state of TDFs? Advisors and Fund Review Best Practices
The concept of teaching training for Plan Sponsors AKA- Fiduciary Essentials for Defined Contribution Plans.
Nevin Adams article about Congress and TDFs. https://www.napa-net.org/news-info/daily-news/are-target-date-funds-target
2021-05-151h 03
Retireholics - 401k Plan Industry Show for Advisors401k Fridays host Rick UnserRick asked the longest Quiz of Death question ever and nobody could agree on the right answer, but we still zaped Chad with our new large breed shock collar.
2021-05-081h 00Retireholics - 401k Plan Industry Show for AdvisorsKatie Boyer - PensionPro & ACROSYNproWow, Katie Boyer managed to get through the whole show with only #4 ACROSYN fails. That's pretty damn impressive. Oh wait, I'm suppose to try and type 401k TPA like keywords in here for SEO, not just say what's important... which is Katie Boyer is friggen LEGEND!
2021-04-3057 min
Retireholics - 401k Plan Industry Show for AdvisorsMichael Kitces - This dude has a Wikipedia page!Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most influential" advisors list.
- https://en.wikipedia.org/wiki/Michael_Kitces
2021-04-281h 37Retireholics - 401k Plan Industry Show for AdvisorsSheri Fitts - Showing up to virtual.Marketing creative expert, who has been serving the financial industry for that last 25+ years, talks about how advisors need to actually put some effort into their virtual meeting approaches.
2020-10-301h 05Retireholics - 401k Plan Industry Show for AdvisorsAaron Pottichen ("The Champ") - Is the 401k an emergency savings?2020-08-2454 minRetireholics - 401k Plan Industry Show for AdvisorsFred Reish (ERISA legend)2020-08-1446 min
Retireholics - 401k Plan Industry Show for AdvisorsLisa Allen from Advisor 2x - Giving BackChief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.
2020-06-2237 min
Retireholics - 401k Plan Industry Show for AdvisorsJeanne Fisher shares her 401k marketing secret sauceOne of the hardest working financial advisors you'll ever meet. She shares with us her mindset that helps her kill it in the 401k space.
2020-06-1852 min
Retireholics - 401k Plan Industry Show for AdvisorsThomas Clark - PPP Pittfalls for PlansWe love this guy, he's litigating ERISA Attorney that speaks straight and cuts to the heart of confusing issues. If it was up to us, this show would have been 5 hours (and if his kid wasn't pulling on his sleeve).
2020-06-021h 13
Retireholics - 401k Plan Industry Show for AdvisorsSal Tripodi - The ERISA God!One our of favorite guest, an absolute legend in the TPA world, the man with all the answers, SAL (fricken) TRIPODI.
You'd think somebody so smart could avoid saying the Prohibited Word 50 times, but I guess not.
2020-05-171h 02Retireholics - 401k Plan Industry Show for AdvisorsMatthew Wolniewicz - 401k Financial Advisors Marketing Post PandemicMatthew Wolniewicz, President of Fi360 took a break from watching the draft, and talked to the Retireholiks about what advisors did for their clients during the pandemic is going to be Publish now a great talking point to a prospect in a post pandemic point of sale.
2020-05-1232 min
Retireholics - 401k Plan Industry Show for AdvisorsSteps for Financial Advisors to take online.#10 Samantha Russell walks us through actions financial advisors should be taking during the Covid-19 pandemic.
The top 3 are super critical.
1. Check all outgoing scheduled communications for anything tone def to Covid-19
2. Update contact info on website, if how people reach you has changed during this time.
3. Check 'Google My Business' and make sure it's the information you want people to see for your business.
2020-05-0255 minRetireholics - 401k Plan Industry Show for AdvisorsCoronavirus Impact on RecordkeepersBill Harmon of Voya Financial on what they are seeing with CRD's (Coronavirus-Related Distribution), and why they took the step to waive their fees on CRD processing.
Voya had a fast transition to working at home, is the Coronavirus going to change how they or other recordkeepers do business in the future?
2020-05-0246 min
Retireholics - 401k Plan Industry Show for Advisors401k's future, better with Trump or Biden?John Sullivan - Editor-in-Chief of 401kSpecialist Magazine came down from his crystal tower to hang out in the gutter. We talk Trump vs Biden for the health of 401k, and JD tells John how to run his business.
2020-04-1834 min
Retireholics - 401k Plan Industry Show for AdvisorsAlex Assaley AIF - Talking to your clients in a pandemic.One of our favorite guest, Alex Assaley popped in, to let us know what he was doing to service his clients during this tumultuous time in our lives.
2020-04-1245 min
Retireholics - 401k Plan Industry Show for AdvisorsRick Unser - What a post pandemic 'Point of Sale' meetings should look like.401k Fridays podcast (go subscribe right now) host Rick Unser zoomed in with the Retireholiks to discuss a variety of topics.
2020-04-111h 10Retireholics - 401k Plan Industry Show for AdvisorsSheltering In Place - Guest: Nevin AdamsNevin Adams joined us to discuss some of the latest emergency details of the CARES Act, and the provisions the ARA wants plan sponsors and participants to know about.
2020-04-1147 minRetireholics - 401k Plan Industry Show for AdvisorsJania Stout - Sheltering In Place - Retireholi(k)sAs we're all on lock down because of the Coronavirus, we had Jania Stout (The 4 billion dollar woman) come on a Zoom meeting and discuss some of what's going on.
2020-04-071h 35
Retireholics - 401k Plan Industry Show for AdvisorsSal Tripodi - 20th Annual Hawaii ERISA update Seminar401k industry legend Sal Tripodi came on the show to close out the 20th Annual Hawaiian ERISA Update seminar. We talk Secure Act expansion of Safe Harbor rules. What can be done to get the younger generation to save more, how bigger fund menus might be a mistake, and what TPA's should ready themselves for introduction of Open MEP (Multi Employer Plan).
Thank you to PensionPro, Millennium Trust, Penchecks, Spectrum Pension Consultants, Inc. for having us out!
2019-12-0633 min
Listen Up Show with Mitchell ChadrowRetireholi(k)s Plan Design Four01k Retirement Guru JD Carlson Show 047 LISTENUPSHOW Startup Round JD Carlson CEO of Plan Design Consultants their motto and service model: Rockin, Smart, Easy, and Awesome. JD is the host of Retireholi(k)s, Father, Husband, Surfer. Located in San Diego Carlsbad, California. A former professional surfer and now focused entrepreneur. Proud and motivated to take this his family's company to new levels, he lives, breathes and sleeps retirement plans. He is leading PDC's charge of becoming a new kind of TPA that is disrupting the status quo and inventing a better client/advisor experience. JD leads his team of PDCers...2017-07-0448 min