401(k) Roundtable

Welcome back to another year and another decade of the 401(k) Fridays Podcast! Sorry for the delay in getting new episodes out, had some last minute scheduling challenges along with sickness that got…

While every industry has its own unique characteristics, not every industry has enough of them related to retirement plans to deserve a special report or podcast episode to discuss them.  Healthcare …

In a somewhat related follow-on to our conversation last week about the long term impact of automatic enrollment, today we tackle the emerging auto concept of auto portability.  My guest, Spencer Wil…

Automatic enrollment has been a regular theme on the podcast, in fact when I first launched the podcast I got a little worried because we seemed to hit on it in nearly every episode regardless of the…

When we get to tackle new topics and shed some light where there is confusion, that get’s me really excited. Regardless of what state you live in, this is timely and relevant as we tackle cannabis co…

We revisit our sponsor spotlight theme on the podcast this week! Tony Tomich, the Head of Pension Investments at Farmers Insurance® shares some great perspective on the company and their retirement p…

The business of being in the 401(k) business has been one of our more popular themes on the podcast.  Today, should be no different.  My guest Tim Wulfekuhle, President of Northwest Plan Services and…

Today we have a little fun, I am excited to welcome back J.D. Carlson who by day is the President & CEO of Plan Design Consultants, a Third Party Administration firm and by night is a YouTube sensati…

When you listen to this episode, some of what we talk about might not directly impact you if you are not a caregiver.  However, as you will hear the odds are someone you know, work with or is a clien…

Interest rates could be a significant risk to retirement savers that is hiding in plain sight. During my conversation with Mike Barry, President of O3 Advisory Services, we connect a lot of dots on h…

We last spoke with my guest Fred Reish, ERISA Attorney and Partner at Drinker Biddle in the immediate aftermath of the demise of the DOL Fiduciary Rule.  Today, we catch-up on what has happened since…

Depending on who you ask, fiduciary liability insurance might not be on the top of their list as the most exciting topic, but it is important.  For my guest today, Reid Eanes, a Senior Vice President…

This week we try something a little different.  This episode is the audio portion of a webinar I hosted a few weeks ago.  The content was great and I thought it would make sense share with you.  My c…

Should employers focus their efforts to help employees on the journey to retirement by providing true investment advice or more in the trenches financial support?  To debate the finer points and prov…

Wars have been started over words, and retirement outcomes for employees can also be impacted by words.  My guest today, Steve Jenks, a Senior Vice President and the Chief Marketing Officer at Empowe…

Could retirement plan loans be the next big fiduciary concern for plan sponsors?  Hard to tell, but my conversation today with Bruce Ashton, ERISA Attorney and Partner in the Employee Benefits and Ex…

There are three state run retirement plans that are now live.  Despite the fact they have been in the news, there are still a lot of questions about what they are, how they work and how they impact e…

After a quick hiatus in July, we are back and excited about what we have in store! To kick things off, this episode features my conversation with Jeff Holt, CFA and Director, Multi-Asset & Alternativ…

This episode is a follow on conversation to an episode a few months ago where we talked about the operational aspects of self-directed brokerage accounts in workplace retirement plans.  While you don…

For the last several years a consistent message in the marketplace for retirement plan sponsors, participants and the industry has been the importance of investment fees. The good news is nearly all …