401(k) Specialist Podcast
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401(k) Specialist Podcast
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” 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 edu...
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124 എപ്പിസോഡുകൾ
Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning
Automated plan features in 401(k)s such as auto-enrollment and auto-escalation have become essential tools for boosting employee participation and con...
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 they’re trigge...
Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administ...
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. They’re par...
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 sustainable i...
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 spoke wit...
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Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged...
Unlocking SMB Market Success with 401GO’s Stan Smith
One of the most promising—and rapidly evolving—segments of the retirement plan industry is the small- to medium-sized business (SMB) market. With a wa...
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 particip...
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 trends that are shaping...
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 Armstrong, co...
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 Glynn w...
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 using for...
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 Alera Gro...
Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan
A second Trump Administration, coupled with new leadership at the SEC and Department of Labor, brings the potential for significant changes in the reg...
Andrew Biggs Rips Congress for Social Security 'Fairness' Act
The Social Security Fairness Act was signed into law by President Joe Biden on Jan. 6 thanks to strong bipartisan support. The intent was to provide g...
4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark
With the new year quickly approaching, it’s a good time to think about some of the key trends to watch out for in 2025. Vanguard Head of Defined Contr...
How to Better Reach 401(k) Participants with Invesco's Greg Jenkins
t’s always important for retirement plan advisors to know the primary concerns and interests of 401(k) participants in order to be able to communicate...
How Company Mergers Affect Retirement Plans with Inspira’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 company...
Opportunity in the SMB Market with Principal Financial Group’s Sean Jordan
The small to mid-size business retirement plan market is a key growth opportunity for advisors who are looking to expand their client base and provide...
The Road to Better Retirement Outcomes with MFS' Jeri Savage
In this episode of the 401(k) Specialist Podcast, we’ll travel down the road to better participant outcomes with MFS Investment Management’s Jeri Sava...
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 cutting i...
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 are hig...
Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of...
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 and share in...
Exploring Retirement Income Strategies with Joshua Grass and Todd Levy
The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable marke...
What's Behind a Remarkable 25-Year Milestone for Invesco's Kevin Holt
It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief in...
Making 401(k) Saving Hard to Avoid with Principal’s Marc Howell and Felix Okwaning
No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enr...
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 them aren’t using t...
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 to prepar...
Checking the Pulse of the HSA Market with Devenir’s Eric Remjeske
Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a u...
Fred Reish Unpacks the DOL’s New Fiduciary Rule
The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, ins...
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 spending: T...
How AI is Changing the Game with Financial Finesse’s Liz Davidson
Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence earl...
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024...
Defending the 401(k) with ICI's Sarah Holden
The 401(k) has been under attack on multiple fronts lately.
Between calls for eliminating their tax advantages to prop up Social Security to Ber...
Matt Gray & Todd Levy
Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy
Guaranteed lifetime income remains a ho...
Jeanne Sutton
Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton
Baseball’s biggest star Shohei Ohtani made hea...
Tamiko Toland
Catching Up with 'Annuity Yoda' Tamiko Toland
Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement mar...
Wayne Park
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...