Latest Episodes:
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.
Available where you get your favorite podcast episodes!
Apple Podcasts
Spotify
Amazon Music
iHeartRadio
TuneIn
Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Discover how Morningstar is using retirement technology to deliver personalized, scalable…
Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Technology is transforming the small-plan retirement market—and fast. In this episode of…
Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
Private markets are trying to make a move from the margins to the mainstream in workplace…
Challenging Common Beliefs About Automated Plan Features with Marc Howell and Felix Okwaning from Principal®
Discover how auto features in 401(k)s improve outcomes and reduce costs, according to…
Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when…
Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
Explore how private equity in 401(k) plans boosts returns, income, and diversification with new guidance and innovative solutions.
Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos
Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds.…
Defining Value Creation in the Decumulation Phase with Allianz Life’s Danielle Kelso
As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring…
Previewing SWAY | LIVE 2025 with Sheri Fitts
The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we…
Knut A. Rostad: Why EBSA Crypto Guidance Reversal is ‘Absolutely Awful Decision’
Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that…
Unlocking SMB Market Success with 401GO’s Stan Smith
Discover how 401GO’s Stan Smith is unlocking SMB 401(k) market growth with tech-driven retirement solutions and advisor-focused innovation.
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
The integration of guaranteed lifetime income solutions into workplace retirement plans remains a hot topic among plan advisors, sponsors and…
Creating the ‘Next-Gen 401(k) Report’ with KWP Growth Partners’ Will Prest and Lisa Kottler
The inaugural “Next-Gen 401(k) Report” from KWP Growth Partners is being released on April 8, unveiling a dozen transformative…
Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong
In this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin…
Taking the Reins at Viking Cove Institute: New President Amy Glynn
It was announced at the start of the recent Viking Cove Institute 2025 Industry Leaders Summit that well-known retirement industry veteran Amy…
401(k) Forfeiture Lawsuits and SECURE 2.0 Compliance with Richard Clarke
The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where employers are accused of…
Holly Knight’s High-Profile Move to Alera Group
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent move from NFP to…
Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan
Explore the ICI’s campaign to protect retirement tax incentives, efforts to expand CITs in 403(b) plans, & praise for the U.S. 401(k) system.
Andrew Biggs Rips Congress for Social Security ‘Fairness’ Act
Explore the impact of the Social Security Fairness Act on benefits, public pensions, and fiscal sustainability in this expert discussion.
4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark
Discover 2025 retirement trends shaping workplace plans, from Roth contributions and auto enrollment to financial wellness programs.
How to Better Reach 401(k) Participants with Invesco’s Greg Jenkins
It’s always important for retirement plan advisors to know the primary concerns and interests of 401(k) participants in order to be able to…
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 Inspira Financial, to explore the complexities of…
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 mid-size business (SMB) retirement plan market can be…
The Road to Better Retirement Outcomes with MFS’ Jeri Savage
In this episode, discover retirement saving trends, financial priorities, and misconceptions about target date funds from the latest MFS survey.
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 into the spotlight. As the Federal Reserve begins…
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…