Latest 401ks Podcast Episodes
Jake Eigner
401(k) Specialist Podcast - December 12, 2022 15:00 - 14 minutesThe 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 C...
Jamie Hopkins
401(k) Specialist Podcast - November 28, 2022 16:00 - 15 minutesThe 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....
Greg Jenkins
401(k) Specialist Podcast - November 11, 2022 16:00 - 10 minutesSurprising 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 rath...
David Musto
401(k) Specialist Podcast - October 24, 2022 15:00 - 13 minutesWhat 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 tal...
Jeff Hull
401(k) Specialist Podcast - September 26, 2022 15:00 - 14 minutesHere'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 retiremen...
Shannon Maloney
401(k) Specialist Podcast - September 14, 2022 21:00 - 9 minutesSRP’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...
Aaron Schumm
401(k) Specialist Podcast - August 19, 2022 15:00 - 9 minutesVestwell 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,...
Deb Boyden
401(k) Specialist Podcast - August 01, 2022 17:00 - 11 minutesSchroders’ 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 ...
Grant Arends
401(k) Specialist Podcast - July 20, 2022 18:00 - 11 minutesintellicent’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 Advis...
intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary
401(k) Specialist Podcast - July 20, 2022 18:00 - 11 minutesIt’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. ...
Faith Teope
401(k) Specialist Podcast - July 06, 2022 17:00 - 9 minutesRecordkeeper 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 Levera...
Tyrone Ross, Jr.
401(k) Specialist Podcast - June 20, 2022 17:00 - 11 minutesThis 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 la...
Nicole Corning
401(k) Specialist Podcast - June 06, 2022 10:00 - 11 minutesNicole 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, ...
Mike Webb
401(k) Specialist Podcast - May 23, 2022 17:00 - 12 minutesWe 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 disc...
Sri Reddy
401(k) Specialist Podcast - May 09, 2022 16:00 - 11 minutesRecent 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 Sr...
Chris Roper
401(k) Specialist Podcast - April 25, 2022 15:00 - 11 minutesHere’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 ...
Laurel Taylor
401(k) Specialist Podcast - March 28, 2022 13:00 - 13 minutesStudent 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 w...
Laurel Taylor
401(k) Specialist Podcast - March 28, 2022 13:00 - 13 minutesStudent 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 w...
Brad Arends
401(k) Specialist Podcast - March 14, 2022 16:00 - 16 minutesYou’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...
Rodney Balbuena
401(k) Specialist Podcast - February 28, 2022 19:00 - 13 minutesSageView 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 y...
Will Hackler
401(k) Specialist Podcast - January 31, 2022 13:00 - 13 minutesWill 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...
Will Hackler
401(k) Specialist Podcast - January 31, 2022 13:00 - 13 minutesWill 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...
Wade Pfau
401(k) Specialist Podcast - January 17, 2022 13:00 - 10 minutesDr. Wade Pfau ran neck-and-neck with Morningstar’s Christine Benz as our most popular podcast guest of 2021 and we're excited to have him back to kick off season two. Inflation is a major topic at the moment and Pfau, author, speaker, and professor at the American College of Financial Services,...
Pete Swisher
401(k) Specialist Podcast - December 06, 2021 17:00 - 15 minutesAnyone who knows Pete Swisher knows that he’s the go-to resource for anything fiduciary and pool plan-related. His pension expertise and industry tenure make the self-proclaimed ‘pension geek’ highly sought after, especially with all that’s happening on the regulatory front. He recently announ...
Brian Graff
401(k) Specialist Podcast - November 15, 2021 14:00 - 23 minutesBrian Graff recently celebrated 25 years at the helm of the American Retirement Association, and he posted side-by-side budgets on LinkedIn from 1996 and 2021. Let’s just say it’s grown considerably over two-plus decades. Graff joined us to discuss his anniversary and his achievements but true t...
John Faustino
401(k) Specialist Podcast - November 08, 2021 02:00 - 10 minutesGuaranteed income in retirement plans is a big issue—big because it’s important, complex, and getting a lot of attention, especially in the wake of the SECURE Act. It’s increasingly an industry focus, and now several players have come together to form a Lifetime Income consortium. Broadridge Fi3...
Dick Darian
401(k) Specialist Podcast - October 25, 2021 01:00 - 14 minutesIt’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us why it’s happening, how long it will continue, and how advisors can capitalize. We’re not talking about walking away with a pile of money, necessarily, but how an acquiring partner can provide...
Christine Benz
401(k) Specialist Podcast - October 11, 2021 12:00 - 19 minutesCreative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week with his criticism of target-date funds, calling them a “terrible choice for most people.” An intense yet respectful debate then erupted on Twitter, which is almost unheard of for the...
Gerard Baker
401(k) Specialist Podcast - September 27, 2021 13:00 - 13 minutesWe’re joined by Gerard Baker, Editor-at-Large of The Wall Street Journal and author of the weekly “Free Expression” column. Baker previously served as Editor-in-Chief of The Wall Street Journal and Dow Jones from 2013 to 2018 and has been a journalist for over 30 years. Our discussion touched o...
Chad Johansen
401(k) Specialist Podcast - September 13, 2021 12:00 - 11 minutesChad Johansen is a Partner and Director of Consulting with California-based Plan Design Consultants, and he’s also its resident 401k nerd. And thank God for that, because without him, the firm’s weekly Retireholi(k)s webcast would devolve into even more of a drunken mess than it already is. If y...
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