401(k) Specialist Podcast
110 episodes - English - Latest episode: 5 days ago -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 educate, inform and entertain listeners.
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Episodes
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart
April 22, 2024 16:00 - 11 minutes - 8.01 MBThere’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some serious traction in the coming years. Jason Kephart, director of multi-asset ratings for Morningstar Research Services LLC, was a lead author of t...
How AI is Changing the Game with Financial Finesse’s Liz Davidson
April 01, 2024 15:00 - 15 minutes - 10.6 MBArtificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aimee, and how AI really is turning into a game-changer for many retirement plan advisors. Financial Finesse is making great strides in this area, and she explains how they’re doing it and why AI has so ...
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
March 18, 2024 16:00 - 16 minutes - 11.5 MBThe 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 NAPA 401(k) Summit. We get a preview of the big event from two of the key people in charge of putting it together in Nevin Adams and John Sullivan, the former and current Chief Content Officers for the American Retirement Association. In addition to highlighting some of the topics and key must-see sessions scheduled for the event, we’ll chec...
Defending the 401(k) with ICI's Sarah Holden
March 01, 2024 23:00 - 16 minutes - 11.6 MBThe 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Retirement Savings for Americans Act” that many in the workplace retirement market believe would constitute unfair competition from the federal government, it’s enough to have retirement plan advisors feeling a little defensive these days. Fortunately,...
Matt Gray & Todd Levy
February 15, 2024 18:00 - 23 minutes - 16 MBUnlocking 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 are helping these solutions gain traction—and more widespread adoption—in 401(k) plans. Matt Gray, Assistant Vice President, Workplace and Middle Markets at Allianz Life, and Todd Levy, a “first mover” for lifetime income in DC plans who is Manag...
Jeanne Sutton
February 05, 2024 17:00 - 11 minutes - 7.69 MBOhtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dodgers. Interestingly, he deferred $68 of the $70 million per year in a move that could save him nine figures in California state income tax down the road. We’ll talk about that unique contract and th...
Tamiko Toland
January 22, 2024 15:00 - 9 minutes - 6.47 MBCatching Up with 'Annuity Yoda' Tamiko Toland 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 foremost experts on these products in “Annuity Yoda” Tamiko Toland. After stints at TIAA and CANNEX, the thought leader in retirement and annuities in the individual and institutional markets last year started Toland Consulting, LLC, to share her insights, experience, and strategic analysis with client...
Wayne Park
January 08, 2024 15:00 - 13 minutes - 9.46 MBThe 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 in John Hancock Retirement CEO Wayne Park. With oversight over all aspects of John Hancock Retirement’s business, Park is an ideal person to shed insight on topics that will impact the workplace retirement business this year, particularly as they relate to emerging opportunities in the small...
Brian McDonnell
December 11, 2023 17:00 - 12 minutes - 8.55 MBIBM sent shockwaves through the retirement industry recently when it was revealed that the tech and computing giant is halting its 5% 401(k) match in favor of a 5% contribution to a new, portable, immediate-vesting pension called a “Retirement Benefit Account.” Joining us to discuss this move and its wider implications within the retirement industry is someone who knows the defined benefit market very well in Brian McDonnell, Head of the Global Pension Practice at Cambridge Associates. Ther...
Lance Schoening
November 14, 2023 03:00 - 16 minutes - 11.6 MB2024 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 some provisions that have lots of people in the industry really excited. One of those people is Lance Schoening, Director of Policy at Principal, the sponsor of today’s podcast. As the person responsible for the company’s analysis of retirement legislation, he’s well-versed in all things SECU...
Jason Berkowitz
November 06, 2023 15:00 - 14 minutes - 9.89 MBIRI’s Jason Berkowitz: Why Biden’s Fiduciary Rule Gets it Wrong While the American Retirement Association is among those saying “fair” when it comes to the Department of Labor’s new proposed retirement security rule released last week that seeks to update the definition of an investment advice fiduciary under ERISA, many insurance-based organizations are crying “foul” over the controversial proposal, arguing that it imposes unnecessary regulatory burdens on investment advice. In the intere...
Lisa Gomez
October 23, 2023 16:00 - 16 minutes - 11.2 MBTalking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez It’s been about a year since the Honorable Lisa M. Gomez was sworn in as the Assistant Secretary of Labor, and quite a busy year it’s been for the head of the Employee Benefits Security Administration, which is responsible for administering, regulating and enforcing provisions of ERISA. She joins the 401(k) Specialist Pod(k)ast to talk about topics including the high-profile rewrite of the conflict of interest rule, SECURE ...
Jennifer Flitton
September 25, 2023 13:00 - 11 minutes - 8.24 MBCapitol 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 D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January. To learn where things stand on a variety of key retirement issues, this episode of the 401(k) Specialist Pod(k)ast is proud to feature a true Capitol Hill insider in Jennifer Fl...
Derek Fiorenza
August 28, 2023 16:00 - 15 minutes - 10.5 MBBuilding Client Relationships with Advisor Derek Fiorenza Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain the somewhat unique approach he has to building client and participant relationships. Fiorenza, who serves as the Vice President, COO and CCO of Summit Group Retirement Planners in the Philadelphia area—a firm he co-founded with his father Anthony Fiorenza in 2013—has earned several accolades as...
Joe Hendrickson & Brian Lenz
August 08, 2023 15:00 - 17 minutes - 12.1 MBLifetime Income Solutions in 401(k)s Allianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market Momentum In-plan guaranteed lifetime income solutions, such as annuities, have received plenty of attention in the wake of the SECURE Act of 2019 and 2022’s SECURE 2.0 legislation, which made it significantly easier to add these types of solutions into 401(k) plans. Here to talk about how these solutions are being adapted for defined contribution plans – and how they are being pr...
Fred Reish
July 26, 2023 14:00 - 17 minutes - 11.9 MBFred Reish’s DOL Fiduciary Rule Update The retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its fiduciary rule, and whether or not a retirement plan-to-IRA rollover recommendation made by an advisor who is a fiduciary to a plan or participant constitutes a fiduciary act, necessitating the use of Prohibited Transaction Exemption 2020-02. To help us sort out what’s going on with the DOL’s fiduciary rule, we ...
Rebecca Hourihan
June 23, 2023 19:00 - 13 minutes - 9.12 MBRetirement Advisor Marketing with Rebecca Hourihan We were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) marketing efforts these days, and what kind of investments in time and resources they are making in efforts to grow their business. For answers, we checked in with Rebecca Hourihan, Founder and Chief Marketing Officer with San Diego-based 401(k) Marketing, a full-service marketing agency for retirement plan professionals. A familiar face on the ret...
Justin Livengood
May 25, 2023 19:00 - 16 minutes - 11.6 MBExploring the Mid-Cap Market with Invesco’s Justin Livengood Our guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment menu, and explains why most 401(k) participants are probably not aware of just how overly exposed they are right now to just a handful of the biggest companies. Here to explain it all is Invesco’s Justin Livengood, CFA, who is the Senior Portfolio Manager for Invesco’s mid-cap growth and heal...
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
May 22, 2023 16:00 - 22 minutes - 15.6 MBThe rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work and role of financial advisors moving forward. High-profile advisor Michael Kitces—the “Chief Financial Planning Nerd” at Kitces.com, Head of Planning Strategy at Buckingham Wealth Partners, Co-Founder of the XY Planning Network and face of the popular “Nerd’s Eye View” financial planning blog—has an i...
Kevin Holt
April 19, 2023 20:00 - 16 minutes - 11.2 MBWhy Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt After underperforming growth for years, value equities finally had their time in the sun in 2022. While both value and growth stocks declined last year, growth stocks fell much further than value thanks in large part to rising interest rates. In this edition of the 401(k) Specialist Pod(k)ast, Invesco’s Kevin C. Holt, CFA, who is the CIO, U.S. Value Disciplines and Co-Lead Portfolio Manager o...
John Lettieri
April 10, 2023 15:00 - 17 minutes - 12.2 MBEIG’s John Lettieri Refutes ARA Claims of Proposed Bill’s Challenge to Private Retirement Plan System When American Retirement Association CEO Brian Graff told attendees at the recent NAPA 401(k) Summit in San Diego that a new bill expected in Congress soon could mark the beginning of a “year’s long battle” over the future of America’s retirement system, the charged rhetoric didn’t sit too well with people behind the proposal. The ARA leader likened the “Retirement Savings for Americans Ac...
Michael De Feo
March 27, 2023 04:00 - 10 minutes - 6.92 MBTalking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De Feo Guaranteed lifetime income in retirement plans is a hot topic these days, with study after study revealing that Americans want to know more about it and view these products as a good fit to help them reach their financial objectives. While 401(k) plan sponsors are showing increasing interest in adding guaranteed income products to their benefit programs, there’s still a lot of confusion surrounding what they ar...
David Ranney
March 13, 2023 15:00 - 13 minutes - 9.54 MB5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans. This week we’re focusing squarely on some hot-button issues specifically related to small 401(k) plans, and to help us do that we’re joined by an expert in the field, David Ranney, who joined the team at small-biz 401(k) specialist Rebalance a few months back after spending more than two decades at Fid...
Pete Swisher
February 27, 2023 17:00 - 12 minutes - 8.52 MBPete Swisher Deciphers SECURE 2.0’s Complex Startup Tax Credit The new SECURE 2.0 legislation has brought with it plenty of questions and confusion about its 92 different provisions, and few might be more confusing—or impactful—than the startup tax credit provision for small employers. Independent fiduciary expert Pete Swisher of Group Plan Systems is here to help us sort through the confusion—and he’s got a new resource available designed to do just that. Pete also talks about SECURE 2.0 ...
Laurel Taylor
February 13, 2023 16:00 - 16 minutes - 11.6 MBTackling Student Loan Debt Relief Issues with Candidly’s Laurel Taylor Student loan debt has gotten plenty of attention lately, thanks not only to the great news about the student loan debt repayment provision in SECURE 2.0, but also because of the ongoing pause on federal student loan payments, President Biden’s controversial student debt forgiveness program, and the lawsuits from a number of red states that are currently preventing that program from moving forward with Supreme Court argu...
Josh Itzoe
January 30, 2023 15:00 - 14 minutes - 10.2 MBJosh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the Benefits Former TAPO honoree Josh Itzoe is now spending his days helping other 401(k) advisors. As the Founder & CEO of FiduciaryWor(k)s and its FiduciaryRx platform, he focuses on developing insights, research, technology, fiduciary consulting, and practice management coaching in the areas of fiduciary responsibility and workplace retirement. It seems he’s constantly launching new products and enhancements all geared toward maki...
Bonnie Treichel
January 16, 2023 17:00 - 10 minutes - 7.32 MBBonnie Treichel Talks Retirement Income Solutions, the New ESG Rule and SECURE 2.0 There’s a select few people in the retirement business who seem like they’re just about everywhere, and are involved in just about everything. Bonnie Treichel from Endeavor Retirement is one of those people. As the Chief Solutions Officer of Endeavor Retirement, she uses her unique experience as an ERISA attorney and an advisor to help remove the weight of retirement plan complexities by empowering advisors ...
Jake Eigner
December 12, 2022 15:00 - 14 minutes - 9.78 MBThe Groom Law Group’s Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts Groom Law Group Attorney Jake Eigner—a rising young star in the ERISA community—highlights some of the sticking points that need to be worked out in finalizing the SECURE 2.0 retirement reform package on Capitol Hill, including differences in the three bills making up the package, RMD age timelines, and an issue with increasing access to Collective Investment Trusts in 403b plans. Eigner—who prior to ...
Jamie Hopkins
November 28, 2022 16:00 - 15 minutes - 10.8 MBThe Carson Group’s Jamie P. Hopkins is a busy guy. A nationally recognized writer and researcher who frequently speaks at events around the country, Jamie is the Managing Partner of Wealth Solutions at the Carson Group, and he’s also a Finance Professor at Creighton University’s Business School. On top of that, he’s got a new book this month, “Find Your Freedom: Financial Planning for a Life on Purpose.” We wanted to get his take on why he wrote the new book along with Ron Carson, but of co...
Greg Jenkins
November 11, 2022 16:00 - 10 minutes - 7.35 MBSurprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins Our friends at Invesco recently released a voluminous new study exploring 401k plan participant and plan sponsor preferences for generating long-term retirement income. The research unearthed some rather surprising findings, including that only a very small percentage of 401k participants are confident in their ability to generate a retirement income strategy on their own. And perhaps not so surpri...
David Musto
October 24, 2022 15:00 - 13 minutes - 9.03 MBWhat Excites, Intrigues Ascensus CEO David Musto about the Industry? What’s happening with sequence-of-return risk, inflation, and the possibility of more delayed retirements? There are few better to answer than Dave Musto, CEO of independent recordkeeping giant Ascensus. Musto joins us to talk about these topics and more, and as Halloween approaches, what scares him about the industry?
Jeff Hull
September 26, 2022 15:00 - 14 minutes - 10 MBHere's the Skinny on President Biden's Student Loan Debt Relief Long expected, it's finally happened. President Biden declared student loan debt relief for certain borrowers through what the administration calls targeted cancellation. We wanted to know what it meant for borrowers and retirement savers and what impact it might have on employee benefits, so we asked Jeffrey Hull, founder of Savvy Financial. It’s a firm that helps employers empower their employees to both save for college and...
Shannon Maloney
September 14, 2022 21:00 - 9 minutes - 6.54 MBSRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why 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.
Aaron Schumm
August 19, 2022 15:00 - 9 minutes - 6.47 MBVestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping We pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a hard follow-up. True to form, he deftly fielded both. The digital 401(k) recordkeeper is on a tear of late, raising money from major players, and is now named to INC. magazine’s list of the fastest growing U.S. companies. We discuss needed disruption in the recordkeeping space, a pivot to college savings, ...
Deb Boyden
August 01, 2022 17:00 - 11 minutes - 7.74 MBSchroders’ Deb Boyden on Alternative Assets, ESG, and Other Investment Menu Hot Button Issues Developing an effective investment menu for 401(k) plan sponsors is always a tricky yet interesting proposition. Include too few options and it lacks proper diversification, but add too many, and plan participants are quickly overwhelmed. Schroders’ Deb Boyden, Head of US Defined Contribution, is here to help us figure it out. She explains what and what not to include, the value of active and pas...
Grant Arends
July 20, 2022 18:00 - 11 minutes - 7.68 MBintellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary 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 succe...
intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary
July 20, 2022 18:00 - 11 minutes - 7.68 MBIt’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.
Faith Teope
July 06, 2022 17:00 - 9 minutes - 6.72 MBRecordkeeper Revolutionary Faith Teope on Combating Financial Abuse Faith Teope is a multimedia journalist, advocate, and retirement industry expert with a passion for helping others. Her fascinating story includes going from executive assistant to CEO of Texas-based TPA and recordkeeper Leverage Retirement. She’s dedicated to combating financial abuse, which she notes is often silent and shows no-visible bruises. She discusses her advocacy, what TPAs and recordkeepers can do better, and s...
Tyrone Ross, Jr.
June 20, 2022 17:00 - 11 minutes - 7.93 MBThis week, we’re joined by high-profile advisor Tyrone Ross Jr., whose outspokenness on controversial topics has gotten him noticed of late. After a surprising, and as of yet, unexplained exit from the crypto platform he co-founded, he’s back with two new endeavors, which he explains in the latest issue of our magazine. He also talks about bitcoin in retirement plans, financial education, and what the industry needs to do to be more inclusive.
Nicole Corning
June 06, 2022 10:00 - 11 minutes - 7.91 MBNicole Corning is a published author, podcaster, blogger, former political strategist, and managing partner with Buckman & Corning Financial Strategies Group. If that isn't enough, she also happens to be our Top Advisor By Participant Outcomes (TAPO) for the month of April. Among other topics, she joins us to discuss a particular retirement plan case that, while successful, was extremely educational and in her words, humbling. She also describes her efforts with diversity and inclusion, par...
Mike Webb
May 23, 2022 17:00 - 12 minutes - 8.66 MBWe all know the dangers of using too many industry buzzwords, but Mike Webb of CAPTRUST found some surprises when doing his own research. We have to say Webb or Webby to friends and colleagues is one of our more enjoyable conversations recently due to his infectious energy. He joined us to discuss a niche market of particular success, one of the worst things about being acquired by an aggregator, and what he does so well.
Sri Reddy
May 09, 2022 16:00 - 11 minutes - 7.62 MBRecent market volatility has people thinking about guaranteed income sources in retirement, and there’s not a bigger one for most Americans than Social Security. But when to claim and how to best pair it with other retirement income sources are critically important questions, which thankfully Sri Reddy, Senior Vice President with Retirement and Income Solutions at Principal Financial Group, is here to answer. He joins us to discuss inflation and COLA adjustments, possible help in SECURE 2.0...
Chris Roper
April 25, 2022 15:00 - 11 minutes - 7.86 MBHere’s a little Monday morning and Monday afternoon inspiration, Chris Roper has a lofty goal of helping one million people over the course of his career, and so far, he’s on track to do so. It’s one of the reasons Roper, with Kansas-based Qualified Plan Advisors, is one of our Top Advisors by Participant Outcomes. He tells us about how, specifically, he’ll reach his goal, a retirement plan case of which he’s particularly proud, and what the firm does better than anyone else.
Sheri Fitts
April 11, 2022 12:00 - 13 minutes - 9.05 MBAnyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant, and creator with Sheri Fitts & Co. is a staple on the conference circuit, preaching the need for the digital adoption of social media marketing tactics for 401(k) advisors, and the real business-building and revenue-generating opportunities that result. Her energy and enthusiasm are infectious, which made, as always, for a great interview. Among other topics, she joine...
Laurel Taylor
March 28, 2022 13:00 - 13 minutes - 9.47 MBStudent loan debt is a big problem that’s getting bigger, affecting multiple aspects of an employee’s financial life, retirement savings being just one. Laurel Taylor is doing something about it. The MIT grad and CEO of innovative fintech firm FutureFuel.io are out to CRUSH student debt in the workplace and beyond. Taylor joins us to discuss the scope of the problem, if it’s getting better or worse and how advisors can help. We also somehow drag the American Retirement Association’s Nevin A...
Brad Arends
March 14, 2022 16:00 - 16 minutes - 11.1 MBYou’d be hard-pressed to find a better ambassador for the 401k advisory space than Brad Arends. The Co-Founder and CEO of intellicents sit on conference panels, organizing committees, and anywhere else to get the word out about helping underserved American workers save for retirement. His focus goes far beyond simply investing in the 401k, and he’s banging the drum about what it will really take to achieve successful retirement outcomes while ensuing profitability for advisors and their fir...
Rodney Balbuena
February 28, 2022 19:00 - 13 minutes - 9.65 MBSageView Advisory Group’s Rodney Balbuena is a bilingual 401(k) advisor in Southern California who also happens to be our Top Advisor By Participant Outcomes for February. Through a combination of technology and one-on-one meetings, he’s tripled employee deferral rates over the course of five years. But the emotional impact of market corrections threatens his hard work. He joins us to discuss it, and more, and we begin with the one-on-one meetings.
Andrew Biggs
February 14, 2022 13:00 - 10 minutes - 6.93 MBHow does the U.S. retirement system compare with other countries in retiree satisfaction? For all its faults, you’d be surprised. Andrew Biggs, one of the busiest people we know, is a Forbes columnist, a senior fellow at the American Enterprise Institute, and is a member of the Financial Oversight and Management Board for Puerto Rico. He recently took a look at the issue and came away with a number of interesting observations.
Will Hackler
January 31, 2022 13:00 - 13 minutes - 9.29 MBWill Hackler is a big personality with a big book of 401k business, and he’s also our Top Advisor By Participant Outcomes recipient for January. One of the most competitive advisors we’ve come across, the president of Integrated Pension Services joins us to describe the particular case of which he’s most proud, why he chose to narrow his business focus, and his surprising take on auto portability.
Will Hackler
January 31, 2022 13:00 - 13 minutes - 9.29 MBWill Hackler is a big personality with a big book of 401k business, and he’s also our Top Advisor By Participant Outcomes recipient for January. One of the most competitive advisors we’ve come across, the president of Integrated Pension Services joins us to describe the particular case of which he’s most proud, why he chose to narrow his business focus, and his surprising take on auto portability.