It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the company’s Co-Founder and President of Retirement Services, also happens to be our Top Advisor by Participant Outcomes (TAPO) for the month of July, an honor long overdue.
He joins us to discuss his laser-like focus on worksite financial planning, how the firm defines retirement plan success and, of course, a particular client case of which he’s most proud.
Listen to All 401(k) Podcast Episodes
- How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
- How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
- What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
- Previewing the Nestimate Retirement Income Summit with Kelby Meyers
- Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso
- Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
