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401(k) Specialist Pod(k)ast

138 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

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.

byBrian Anderson

September 25, 2023

1 minute read

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.

byBrian Anderson

September 11, 2023

1 minute read

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.

byBrian Anderson

August 28, 2023

2 minute read

Lifetime Income Solutions in 401(k)s

Allianz Life’s Joe Hendrickson and American TCS’ Brian Lenz Discuss Market Momentum

byBrian Anderson

August 14, 2023

DOL Fiduciary Rule PTE 2020-02 Update Podcast

1 minute read

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.

byBrian Anderson

July 26, 2023

2 minute read

Retirement Advisor Marketing with Rebecca Hourihan

Join us as Rebecca Hourihan discusses 401k retirement advisor content marketing for retirement plan professionals using artificial intelligence.

byBrian Anderson

June 26, 2023

2 minute read

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.

byEditorial Staff

June 5, 2023

1 minute read

Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors

Michael Kitces explains the rapid emergence of artificial intelligence and Chat GPT, raising a bunch of fresh questions about the role it will play in financial advice, and how it complements, not replaces the role of financial advisors moving forward.

byBrian Anderson

May 22, 2023

401(k) Specialist Podcast Episode 71 Sheri Fits

1 minute read

Why Financial Advisors Need Personal Branding: Sheri Fitts

Sheri Fitts talks about the need for and importance of personal branding among 401(k)-focused financial advisors.

byBrian Anderson and Sheri Fitts

May 8, 2023

Kevin Holt Invesco Podcast large cap mutual fund

3 minute read

Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt

After 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.

byBrian Anderson

April 24, 2023

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401(k) Specialist Pod(k)ast

Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton

Building Client Relationships with Advisor Derek Fiorenza

Lifetime Income Solutions in 401(k)s

DOL Fiduciary Rule Update with Fred Reish

Retirement Advisor Marketing with Rebecca Hourihan

Exploring the Mid-Cap Market with Invesco’s Justin Livengood

Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors

Why Financial Advisors Need Personal Branding: Sheri Fitts

Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt

Apollo Backs Russell Investments with $1.2B Financing

Talcott Introduces Fixed Annuities

CFP Board Taps New Chair, AB Appoints President

DOL Celebrates Withdrawal of Supreme Court Petition in Home Depot 401(k) Case

PPA 20th Anniversary, Continuing Litigation Risk Among Key Themes Shaping 2026

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Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso

Acing the Finalist Presentation: How to Win More 401(k) Plans

Retirement at a Glance