Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist for the 2022 Top Advisor by Participant Outcomes.
Shannon joined us to talk about ESOPs and defined benefit plans, which are two areas of her expertise. She also discussed what her military background taught her about the 401(k) business and her joy in making tough guys cry.
Listen to All 401(k) Podcast Episodes
- Exploring the Target Date Landscape with Mercer’s Preet Prashar
- The 401k Girls Are Making Financial Planning Actually Fun
- George Fraser’s GigMatch Debuts at NAPA 401(k) Summit
- What Participants Really Think with Invesco’s Greg Jenkins
- Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
- How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
