401(k) Roundtable

If you have tried to buy almost anything in the last several months, there is a good chance it costs you more today than it did previously. These cost increases, or inflation, have been a dominant to…

You are probably wondering, first, how do you possibly make a full episode out of retirement plan document restatements and other related topics, and second, how do you make it interesting? Well, whe…

What a treat, today I am please to welcome Preston Rutledge, Founder and Principal of the Rutledge Policy group and previously Assistant Secretary of Labor for the EBSA and prior to that, senior tax …

Guest Bio

Joshua Dietch is the group manager of Retirement Thought Leadership in Global Brand Marketing. Joshua is responsible for leading a team of researchers and writers who create retirement thou…

What do current equity valuations and bond yields potentially mean for returns in the coming decade? Today, Rob Arnott, Chairman of Research Affiliates gets out his crystal ball and shares his though…

At least once a year it makes sense to check in on what our friends at the state run retirement plans are up to. Today, I am happy to have Katie Selenski, the Executive Director of CalSavers, the Cal…

If you couldn’t tell, the COVID pandemic and its impact on the economy, retirement plans and individuals has really gotten me thinking. Along those lines, a recent presentation from this week’s retur…

The financial markets have started the decade on a feverish pace despite a brief pandemic induced bear market. Today, Dr. David Kelly, CFA with J.P. Morgan Asset Management joins me to share his thou…

Happy New Year! I could not think of a better way to kick off 2021 than with an update from Pete the Planner on the impact of the pandemic on personal finances. Some of what he says you might expect,…

Admittedly, when I develop topics and content for the podcast I am generally catering to the mid to large plan market. Today, I am excited to welcome Chad Parks, the Founder & CEO of Ubiquity Retirem…

If you have stable value investments on your mind, my conversation today with Debbie Vince & Ken Sommers of New York Life should address your questions or concerns. We start with Debbie providing som…

Could Retirement Income be the hot topic of 2021? It was supposed to be the hot topic of 2020, then we got a little derailed. To chat through this with be today, I am excited to have Doug McIntoch, V…

Today’s episode came by request from several listeners, so thank you for that! The topic is retirement plan fees. My guest is Jim Scheinberg, Managing Partner of North Pier Search Consulting and Nort…

When it comes to M&A activity in the retirement service provider ecosystem, there has been a lot of activity to say the least. This is something my guest, Dick Darian, the CEO of Wise Rhino Group saw…

Tis the season for talk about elections and boy do we have that today. To lend some muscle to the conversation I have Nevin Adams with the American Retirement Association. We start at the top of the …

A few months ago, Vanguard made a significant announcement about the future of their recordkeeping business. To be honest, there was a lot of confusion and questions about the rationale, details and …

Hard to believe, but the economic and financial market impact of COVID-19 first materialized about seven months ago. Since then, we have been seen record breaking market volatility, a spike in unempl…

The 401(k) world if nothing else loves its acronyms. Today, I am excited to welcome Alison Cohn, a Partner and attorney with Ferenczy Benefits Law Center to the podcast! Alison brings her quick wit a…

A major challenge for let's call it 40% of the workforce here in the United States is access to a retirement plan at work. Recently, several states have launched retirement plans to help provide more…

We have talked about Regulation BI and the DOL’s Fiduciary Rule before on the podcast, however, it has been a while. Reg BI is now live and the DOL’s Fiduciary Rule has been revamped after its prior …