Latest 401ks Podcast Episodes
Jerry Schlichter Preps Advisors for Fiduciary Rule Changes
401(k) Specialist Podcast - June 10, 2024 14:00 - 16 minutesThe DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement ...
Checking the Pulse of the HSA Market with Devenir’s Eric Remjeske
401(k) Specialist Podcast - June 03, 2024 15:00 - 10 minutesHealth 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 unique triple tax advantage. To check in on the pulse of the HSA market, we talk with the co-founder and president of Devenir Research Eric Remjes...
Fred Reish Unpacks the DOL’s New Fiduciary Rule
401(k) Specialist Podcast - May 13, 2024 15:00 - 17 minutesThe Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement investment advice. Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his th...
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart
401(k) Specialist Podcast - April 22, 2024 16:00 - 11 minutesThere’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 reas...
How AI is Changing the Game with Financial Finesse’s Liz Davidson
401(k) Specialist Podcast - April 01, 2024 15:00 - 15 minutesArtificial 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 Aime...
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
401(k) Specialist Podcast - March 18, 2024 16:00 - 16 minutesThe 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 Sulliv...
Defending the 401(k) with ICI's Sarah Holden
401(k) Specialist Podcast - March 01, 2024 23:00 - 16 minutesThe 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 th...
Matt Gray & Todd Levy
401(k) Specialist Podcast - February 15, 2024 18:00 - 23 minutesUnlocking 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 m...
Jeanne Sutton
401(k) Specialist Podcast - February 05, 2024 17:00 - 11 minutesOhtani’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 Dod...
Tamiko Toland
401(k) Specialist Podcast - January 22, 2024 15:00 - 9 minutesCatching 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, th...
Wayne Park
401(k) Specialist Podcast - January 08, 2024 15:00 - 13 minutesThe 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 R...
Brian McDonnell
401(k) Specialist Podcast - December 11, 2023 17:00 - 12 minutesIBM 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 a...
Lance Schoening
401(k) Specialist Podcast - November 14, 2023 03:00 - 16 minutes2024 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 ...
Jason Berkowitz
401(k) Specialist Podcast - November 06, 2023 15:00 - 14 minutesIRI’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 ...
Lisa Gomez
401(k) Specialist Podcast - October 23, 2023 16:00 - 16 minutesTalking 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 a...
Jennifer Flitton
401(k) Specialist Podcast - September 25, 2023 13:00 - 11 minutesCapitol 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 ...
Derek Fiorenza
401(k) Specialist Podcast - August 28, 2023 16:00 - 15 minutesBuilding 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, ...
Joe Hendrickson & Brian Lenz
401(k) Specialist Podcast - August 08, 2023 15:00 - 17 minutesLifetime 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, wh...
Fred Reish
401(k) Specialist Podcast - July 26, 2023 14:00 - 17 minutesFred 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 fi...
Rebecca Hourihan
401(k) Specialist Podcast - June 23, 2023 19:00 - 13 minutesRetirement 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 ch...
Justin Livengood
401(k) Specialist Podcast - May 25, 2023 19:00 - 16 minutesExploring 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 expo...
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
401(k) Specialist Podcast - May 22, 2023 16:00 - 22 minutesThe 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...
Kevin Holt
401(k) Specialist Podcast - April 19, 2023 20:00 - 16 minutesWhy 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 ...
John Lettieri
401(k) Specialist Podcast - April 10, 2023 15:00 - 17 minutesEIG’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...
Michael De Feo
401(k) Specialist Podcast - March 27, 2023 04:00 - 10 minutesTalking 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 fin...
David Ranney
401(k) Specialist Podcast - March 13, 2023 15:00 - 13 minutes5 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,...
Pete Swisher
401(k) Specialist Podcast - February 27, 2023 17:00 - 12 minutesPete 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. Indepen...
Laurel Taylor
401(k) Specialist Podcast - February 13, 2023 16:00 - 16 minutesTackling 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 payment...
Josh Itzoe
401(k) Specialist Podcast - January 30, 2023 15:00 - 14 minutesJosh 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 ...
Bonnie Treichel
401(k) Specialist Podcast - January 16, 2023 17:00 - 10 minutesBonnie 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 ...
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