401(k) Roundtable

The mere thought of a 401(k) lawsuit can send shivers down the spine of even the most experienced retirement plan fiduciary.  However, when you have a grasp on why workplace retirement plans are bein…

Happy New Year and here is looking forward to another successful year on the 401(k) Fridays Podcast! We kick things off with my conversation with Jason Roberts, ERISA Attorney and the Founder & CEO o…

With market volatility picking up and unique things happening on almost a daily basis, my conversation today with Jeff Shulze, CFA and Investment Strategist withClear Bridge investments is both timel…

Stable value funds, what are they, how do they work and what should you consider if you have one, thinking about moving to a new one or making the switch from a money market account.  My guest, Bob M…

When we get the question of “What is the best strategy for me to save for retirement” and it comes for an entrepreneur, the answer is seldom as simple as it might seem.  So, where and how do you star…

This is a pretty straightforward episode, Collective Investment Trusts, or CITs are more widely available as options for plan fiduciaries and their service providers to utilize in their investment li…

Today is a real treat, not only is this a timely episode based on current market conditions but we welcome back Rob Arnott, the Founder & Chairman of Research Affiliates who manages billions of dolla…

Maybe you’re are like me, you have heard the term blockchain before, but if someone asked you to define it, you would have a tough time.  Hopefully after you listen to my conversation with Micheal Ba…

From time to time we will take a side trip off the 401(k) path and explore other related topics.  Today is a great example of this where we take a minute to explore the 401(k) cousins if you will, in…

Do the largest 0.1% of workplace retirement plans in the country or the “Mega Plans” do things the same as the other 99.9% of plans? As you will hear from my guest, Charlie Nelson, CEO of Retirement …

If you have been searching for a candid overview on the state of workplace retirement plan education in the world of automatic enrollment and changing technology, then look no further than this episo…

Based on the recent IRS private letter ruling I though this would be a good episode from the archives to repost. While this episode is almost two years old, my guest, Tony Aguilar, who at the time wa…

This episode is a perfect example of one where I get to use the podcast as my own research lab and learn right along side of you.  Environmental, Social & Governance investments, or ESG or is it ES&G…

Guest Bio

Kevin Murphy is a senior vice president and Head of the Defined Contribution Strategic Accounts team for Franklin Templeton's US Investment-Only division. He is responsible for directing …

We have talked about financial wellness on the podcast before, but not like this. My conversation today with Bill Harmon, President of Retirement Corporate Markets for Voya Financial illustrates how …

This episode was a real treat for me and hopefully will be for you. I am excited share my conversation with The Honorable Phyllis Borzi, the former Assistant Secretary of Labor for the Employee Benef…

Maybe I'm a little early with the football analogy, but it seemed to fit. Today, we welcome back Tom Clark, an ERISA Attorney and Partner at The Wagner Law Group as we discuss five 401(k) fiduciary f…

Welcome back to new episodes of the 401(k) Fridays Podcast! After taking a little hiatus in July I am really excited about what we have in store for the remained of the year.  Also, during our little…

We are taking a brief summer hiatus. Enjoy this episode from the archives. New episodes will resume again in August. Enjoy!

This episode is fresh out of the 401(k) Fridays Podcast experiment lab.  To…

Employers consistently want to know what other employers are doing in their 401(k) plan. In this episode we drill into the decisions employers are making about plan design, investment options, fiduci…