401(k) Roundtable

We have been getting a lot of questions about what the future holds for the global economy and financial markets in the wake of the US elections.  So, I was excited to have Dr. David Kelly, a CFA cha…

This is the final installment of our three part mini-course on investment menu construction.  Each of the three episodes were designed to help employers and their retirement plan committee members un…

Episode Description

When I first started to research this episode, the idea of talking about financial wellness with what I thought of as a tax or accounting firm seemed a bit off the mark.  However,…

Episode Description

Thanks to my parents diligently setting aside money in savings bonds and my decision to attend an in-state school I was very fortunate to graduate from college nearly twenty years…

Episode Description

You might be asking yourself, what else is there and why should I consider any investment vehicle other than a mutual fund?  Well, if those thoughts passed through your head, this…

Episode Description

I am proud to say that this episode, well except for the title, was greatly influenced by input I received from our email subscribers!  To everyone who shared feedback on what you…

Episode Description

Alright, let me know if you have heard this one, a lawyer, an insurance broker and a retirement consultant walk into a bar, oh that’s right this is for the podcast.  We’ll have to…

Episode Description

This episode is part two of our three part mini course on constructing a 401(k) investment menu.  In part one, we covered current thinking, trends and benchmark data on investment…

Episode Description

You have likely had someone pitch or discuss with you the idea of introducing financial wellness to your employee population, or if you haven’t, the conversation is undoubtedly co…

Episode Overview

Have you ever wondered why other employers and plan sponsors either stay with or make changes to their retirement service providers?  Has it been a little while since you have been o…

Episode Summary

If you have ever felt like there is more you can do with or learn from your 401(k) plan data, this is the episode for you!  To help explore the topic I am excited to have both John Fi…

Episode Description

Just a preview of things to come, your 401(k), it doesn’t work outside the U.S.!  So, let’s go for a trip around the globe to discuss the topics, trends and concepts employers who…

Episode Description

Constructing an investment menu is something all 401(k) plans need to do.  And, like most things, to get a good outcome for your plan and participants, the devil is in the details…

Episode Description

Don’t worry, you didn't join the wrong podcast.  Yes, HSA plans are typically associated with the health portion of an employee benefits package.  However, there has been much dis…

Episode Summary

If you have been involved in working with retirement benefit plans over the last several years, you have probably been told more times than you can remember that your 401(k) plan come…

Episode Overview

As an employer, how do statements such as money is not as big of a deal as it used to be, the younger generation want to work for companies they believe are contributing to the great…

Episode Description

As we sit here just past the midpoint of 2016, the 401(k) industry continues to get a lot of attention in the media, with regulators and certainly from employers and their employe…

Episode Description

You would have to have been living under a rock for the past few years if you are an employer who sponsors a retirement plan and you haven't notice the dramatic increase in the nu…

Episode Description:

In this installment of our Industry Profile series we focus on topics, trends and thoughts specific to employers in higher education and their retirement plans.  As you will hear…

Episode Summary

For most employees, making the transition into retirement means they have to come to grips with how they are going to live without a paycheck for arguably the rest of their life.  Whi…