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 educate, inform and entertain listeners.
Episodes
115 episodes
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 the future of retirement plans, putting the spotlight on 60 leading digital-forward companies...
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Season 6
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Episode 115
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16:56
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-lead manager of the Invesco Comstock Fund, who is Senior Portfolio Manager and Director of U....
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Season 6
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Episode 114
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19:01
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...
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Season 6
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Episode 113
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11:18
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 forfeited funds to benefit the company instead of plan participants.Richard Clarke, Chief ...
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Season 6
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Episode 112
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19:58
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 Group, where she is in the newly ...
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Season 6
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Episode 111
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11:25
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 regulatory environment in Washington, including discussions that could impact retirement tax ince...
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Season 6
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Episode 110
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10:39
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 greater r...
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Season 6
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Episode 109
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30:44
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 Contribution Research Jeff Clark—who is the author of the company’s popular “
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Season 5
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Episode 108
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10:17
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 with them effectively.Invesco recently conducted some new research on the mindset of p...
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Season 5
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Episode 107
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14:45
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 mergers and their impact on retirement plans. Welsh sheds light on what happens wh...
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Season 5
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Episode 106
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10:24
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 much-needed benefit solutions to a traditionally underserved segment.With all the new ...
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Season 5
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Episode 105
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14:34
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 Savage, who will direct us through the ...
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Season 5
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Episode 104
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18:49
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 interest rates, retirement plan advisors might now be wondering how this shift will impact core...
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Season 5
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Episode 103
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10:07
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 high to get it right and cut down on costly an unnecessary retirement plan leakage.In this...
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Season 5
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Episode 102
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14:28
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 Labor’s beleaguered fiduciary rule in light of rece...
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Season 5
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Episode 101
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14:20
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 insights into the past, present and future of the comprehensive retirement planning solutions an...
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Season 5
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Episode 100
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19:35
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 market conditions. Traditional retirement models centered solely on wealth accumulation are no long...
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Season 5
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Episode 99
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18:31
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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
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Season 5
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Episode 98
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13:47
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 enrolling.Our guests on today have some ideas on dealing with this problem—centered on how...
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Season 5
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Episode 97
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22:07
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 them to anywhere near their full potential.Jeremy Keil, CFP, CFA, a
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Season 5
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Episode 96
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14:04
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 prepare for the changes it will bring.Jerry Schlichter, founding and managing partner of Schl...
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Season 5
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Episode 95
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16:03
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 unique triple tax advantage.To check in on the pulse of the HSA market, we talk with the...
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Season 5
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Episode 94
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10:29
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, insurance agents and others who give retirement investment advice.Noted ERISA attorney Fr...
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Season 5
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Episode 93
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17:04
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: Target date funds featuring annuities.Morningstar recently did some really interesting <...
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Season 5
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Episode 92
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11:37
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 early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-w...
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Season 5
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Episode 91
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15:27
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