401(k) Roundtable

Ah the good old days, when life was simpler, people retired with pension plans, social security was fully funded and you spent your retirement golden years in relative financial security.  Fast forwa…

As a listener to the podcast, you might be "in the know" about the current retirement plan trends and motivated to tackle new ideas or strategies to put your employees on track for better retirement …

We have spent a lot of time on the podcast talking about how to make your retirement plan stronger and healthier.  Today, we turn the conversation on its head and discuss strategies to make your reti…

Get beyond the eyeball grabbing headlines, the ever present three bullet summaries and hear some well thought out perspectives to help guide conversations and decisions in your workplace retirement p…

With all of the 401(k) and ERISA lawsuits floating around these days, we have gotten a fair number of questions from employers about fiduciary liability insurance.  We have also made reference on sev…

This is our second episode where we tackle the ins and outs of retirement plan discrimination and compliance testing.  The first episode we released a few weeks ago hit on some of the core concepts a…

In prior episodes we have talked about how to "Transition from Financial Education to Financial Wellness", how "Financial Wellness is a Trend too Big to be Ignored" and we have even talked with Cisco…

Whether you are aware of it or not, several individual states are getting ready to launch state sponsored retirement plans.  Their intent is to help workers who are not eligible for or not offered a …

Whether you are passing or failing your discrimination testing, well, this is maybe a bit more timely if you are failing testing, this is a great episode to help get your arms around some of the key …

Scott Knowles, the internal architect of the Financial Wellness program at Cisco Systems stopped by the podcast to share his experience to help other employers who are considering going down a simila…

Regardless of how you feel about visiting the doctor, after you listen to my conversation with Dr. Greg Kasten, the Founder and CEO of Unified Trust Company and if you follow a few of his prescriptio…

As a retirement plan sponsor, you are constantly bombarded with sales calls, articles, new products, updates on litigation and much more. This information overload can make it challenging to filter t…

Today is inauguration day and depending on your political leanings, it represents the beginning, the end, the beginning of the end or some other variation on that theme!  However, what I am excited a…

If you are interested to learn how thinking differently about your company culture and employee benefits could help you win the battle for talent today and in the future, then you don't want to miss …

Well here we go, kicking off another year and I couldn’t be happier that the first episode of 2017 features my conversation with Meghan Murphy, Director of Thought Leadership at Fidelity Workplace In…

Happy New Years and I hope that 2017 gets off to a great start for you both perennially and professionally!  After a wild 2016, I am happy to say that this is the last episode of the year which is re…

Happy Holidays everyone!  As a little treat here are two of our more popular episodes bundled into one for your listening pleasure.  Both episodes feature Jason Roberts, ERISA Attorney and the Founde…

If one of your New Year’s resolutions is evaluating your retirement consulting or 401(k) broker relationship, this is a must listen episode.  My guest Trisha Brambley, is the CEO of Retirement Playbo…

If you were curious or brave enough to check out this episode, I promise you it does not disappoint!  For background, the most common theme we heard from our guests on our recent three part podcast m…

Ok, so you offer a 401(k) plan for your employees, you review participation and contribution rates, analyze your investments and negotiate plan fees.  You should feel good that you have taken many of…