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401(k) Specialist’s biweekly podcast series “The 401(k) Specialist Podcast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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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…
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…
The Road to Better Retirement Outcomes with MFS’ Jeri Savage
In this episode, discover retirement saving trends, financial priorities, and misconceptions…
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…
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 years, and the stakes…
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…
The Past, Present and Future with Morningstar Retirement’s Brock Johnson
Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look…
Exploring Retirement Income Strategies with Joshua Grass and Todd Levy
Discover how retirement income strategies are evolving to focus on risk management and sustainable income.
What’s Behind a Remarkable 25-Year Milestone for Invesco’s Kevin Holt
Join Kevin Holt as we discuss large cap mutual funds, value stocks and 401(k) diversity on this episode of 401(k) Specialist Podcast!
Making 401(k) Saving Hard to Avoid with Marc Howell and Felix Okwaning at PrincipalⓇ
On this episode, learn how using a combination of automatic features including “auto-sweep” to boost enrollment and deferral rates will…
Common HSA Mistakes (and Fixes) with ‘Mr. Retirement’ Jeremy Keil
Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using…
Jerry Schlichter Preps Advisors for Fiduciary Rule Changes
The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do…
Checking the Pulse of the HSA Market with Devenir’s Eric Remjeske
Health Savings Accounts (HSA) can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement…
Fred Reish Unpacks the DOL’s New Fiduciary Rule
Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s key focuses and changes, along…
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement…
How AI is Changing the Game with Financial Finesse’s Liz Davidson
Liz Davidson highlights AI finance revolution with AI coach Aimee, transforming retirement advice.
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
Join the leading figures in the workplace retirement plan industry at the 2024 NAPA 401(k) Summit in Nashville, April 7-9.
Defending the 401(k) with ICI’s Sarah Holden
Explore the challenges facing 401(k) plans, from tax advantage debates to the proposed Retirement Savings for Americans Act. Learn how experts…
Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy
Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that…
Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton
We’ll talk about the Shohei Ohtani contract and the power of non-qualified deferred compensation plans with Jeanne Sutton, known as “The 401(k) Lady."
Annuities in Retirement Plans: Tamiko Toland’s Insights on Guaranteed Income Solutions
Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of…
The Year Ahead with John Hancock Retirement CEO Wayne Park
As the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leader…
What’s Behind IBM’s Move to Unfreeze its DB Plan with Cambridge Associates’ Brian McDonnell
Joining us to discuss IBM's DB Plan and its wider implications within the retirement industry is Brian McDonnell, Head of the Global Pension…
2024 SECURE 2.0 Insights with Principal’s Lance Schoening
As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including…
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…
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,…
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…
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…
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,…
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…
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…
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…