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401(k) Specialist Pod(k)ast

116 posts

The 401(k) Specialist Retirement Podcast is a must-listen for advisors seeking concise yet comprehensive insights into 401(k) planning. Its standout feature is the duration of most episodes—under 20 minutes—making it perfect for busy professionals looking to stay informed without investing a lot of time. The podcast expertly covers a range of topics, from the latest trends and regulations to actionable strategies and advice from industry leaders. This efficient format ensures advisors can quickly absorb valuable information, apply cutting-edge strategies to their practice, and offer enhanced support to their clients. For advisors aiming to remain ahead in the dynamic world of 401(k) planning, the 401(k) Specialist Retirement Podcast offers an optimal blend of depth, brevity, and relevance.

2 minute read

4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark

With the new year quickly approaching, it’s a good time to think about some of the key trends…

byBrian Anderson

December 16, 2024

Greg Jenkins of Invesco helping advisors with 401(k) participant concerns

1 minute read

How to Better Reach 401(k) Participants with Invesco’s Greg Jenkins

It’s always important for retirement plan advisors to know the primary concerns and interests of 401(k) participants in…

byBrian Anderson

December 2, 2024

2 minute read

How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh

In this episode, we sit down with Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial,…

byBrian Anderson

November 18, 2024

Principal's Sean Jordan chats with Brian Anderson about PEPs, SMBs, and advisor opportunities

3 minute read

Opportunity in the SMB Market with Sean Jordan, Principal Financial Group

Opportunity in the SMB Market with Sean Jordan, Principal Financial Group® The small to mid-size business (SMB) retirement…

byBrian Anderson

November 4, 2024

The road to better participant outcomes with Jeri Savage

1 minute read

The Road to Better Retirement Outcomes with MFS’ Jeri Savage

In this episode, discover retirement saving trends, financial priorities, and misconceptions about target date funds from the latest MFS survey.

byBrian Anderson

October 21, 2024

Invesco’s Matt Brill Highlights opportunities of fixed income

2 minute read

Highlighting Fixed Income Opportunities with Invesco’s Matt Brill

Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now be wondering how this shift will impact core bond and core plus bond portfolios.

byBrian Anderson

October 14, 2024

Ben Thomason, Head of Defined Contribution Distribution at Allianz on portability in retirement savings

2 minute read

Solving the Portability Puzzle with Allianz Life’s Ben Thomason

Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few…

byBrian Anderson

September 30, 2024

Fiduciary delays with ERISA attorney Allie Itami

2 minute read

Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami

On this episode, ERISA attorney Allie Itami discusses the fiduciary rule delays, its impact on compliance, and challenges with annuities in 401(k) plans.

byBrian Anderson

September 9, 2024