401(k) Roundtable

Is private equity on its way to 401(k) plans? What actually is private equity? How could this work? What is the investment need that is not being filled? We discuss all of this and more with Doug Kel…

With the COVID related volatility in the financial markets and the impact on employees and businesses, one question lingering in the back of employers minds has been, am I more likely to be the targe…

Recently, there has been a lot of money, trillions of dollars, pumped into the markets and economy. What is the impact on inflation, how could this impact the broader markets, what do near zero inter…

Student debt or student loans has been a hot topic and a challenge for millions for several years now. So much so that employers are now including some type of student loan assistance in their benefi…

This week, I am happy to share my conversation with Tom Clark, ERISA Attorney and COO of the Wagner Law Group! Tough to put a nice bow around this one, as we delved into a host of issues retirement p…

This week I had a timely conversation with a new guest, Chris Anast, CFA, and Senior Vice President, Senior Retirement Strategist with the Retirement Strategy Group at American Funds, part of Capital…

One common question amongst employers during the COVID-19 pandemic has been how their employees have been reacting in their 401(k) plans. To delve through this, I am excited to welcome back Josh Diet…

Have questions about where the financial markets are today, interested in how things could unfold as the world re-opens? We cover this and more with my guest Frances Donald, a Managing Director, and …

I hope this episode finds you safe and healthy during these crazy times. This episode had a lot of twists and turns to get to you. My guest today, Sherrie Boutwell, ERISA Attorney with Boutwell Fay a…

I hope this episode finds you safe and healthy in these unprecedented times. There are a lot of questions about coronavirus, the new CARES Act, the bear market. All of these moving parts also brings …

I hope this episode finds you safe and healthy! While there is no specific Coronavirus talk today, the concept of managed accounts could get a boost once the dust settles in the financial markets. To…

If you are looking for a great conversation about the realities, challenges and opportunities for individuals on their journey to retirement, this is the episode for you. If you want information and …

This episode is a first in nearly, 200 episodes. We don't have a guest. With as quickly as the financial markets, business conditions and the economy are changing I thought it might be helpful to sha…

In this unprecedented economic and market environment it is more important than ever for employers and their retirement service partners to work well together. This week I am excited to welcome back …

Volatility, is an understatement when describing current conditions in the financial markets. To help interpret some recent events and offer thoughts on where we go from here, I am excited to welcome…

Managed accounts have been around for a while in workplace retirement plans. However, according to my guest Jason Roberts, the founder and chief executive officer of the Pension Resource Institute, a…

Originally, this was going to be a cyber episode, but based on a recent conversation with plaintiff’s attorney Jerry Schlichter and some subsequent litigation, thought it might be good to expand our …

Despite the divisiveness in our government right now, they were able to get things together and bring us the SECURE Act, arguably the most significant retirement legislation in over a decade. Today, …

The last decade came to a close with us in the midst of a bull market in for the ages, while that was great, what's next? Will the good times continue to roll? Or, will the 2020’s be a lost decade fo…

My now annual conversation with Jerry Schlichter, plaintiffs attorney with Schlichter Bogard & Denton has been one of the more popular episodes on the 401(k) Fridays podcast. This year was one of our…