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401(k) Specialist Pod(k)ast
110 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.
IRI’s Jason Berkowitz: Why Biden’s Fiduciary Rule Gets it Wrong
The American Retirement Association approves the Department of Labor's latest ERISA fiduciary definition update, while insurers dispute its necessity, labeling it a regulatory overreach on investment advice. Jason Berkowitz from the Insured Retirement Institute outlines significant issues with the proposed ERISA changes, critiquing both the policy and President Biden's recent statements on the retirement sector. Berkowitz examines the five-part test and Prohibited Transaction Exemptions' effects on ERISA fiduciaries, reflecting the lifetime income industry's regulatory stance.
Talking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez
Lisa Gomez 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 what EBSA can do to help plan advisors, plan sponsors and participants make the most of 401(k) plans to save for retirement.
Talking Retirement Industry Trends with Jania Stout
When 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.
Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton
With 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.
Andrew Biggs Explains Why There Really Is No Retirement Crisis
Andrew Biggs, Senior Fellow at the American Enterprise Institute and a former Deputy Commissioner of the Social Security Administration, explains why he thinks most Americans probably are indeed saving enough for retirement, and how what he says are “flawed” calculations exaggerate the shortfall of Social Security’s retirement income replacement rate.
Building Client Relationships with Advisor Derek Fiorenza
Derek Fiorenza joins us to explain the somewhat unique approach he has to building client relationships with participants.
Lifetime Income Solutions in 401(k)s
Allianz Life’s Joe Hendrickson and American TCS’ Brian Lenz Discuss Market Momentum
DOL Fiduciary Rule Update with Fred Reish
Fred Reish discusses 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.
Retirement Advisor Marketing with Rebecca Hourihan
Join us as Rebecca Hourihan discusses 401k retirement advisor content marketing for retirement plan professionals using artificial intelligence.
Exploring the Mid-Cap Market with Invesco’s Justin Livengood
Justin Livengood 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.