401(k) Roundtable

I’m noticing a trend with the themes from a few recent episodes, leadership, stewardship, foresight and now I’m throwing courage into the mix!  While all of these characteristics are important to run…

No matter how you slice it target date funds continue to play a larger role each year in the conversation around workplace retirement plan outcomes.  However, some of the decisions that plan sponsors…

This is part two of my conversation with Jerry Schichter, to be clear that means there was a part one which was last week. I would strongly suggest you listen to that one first to gain some perspecti…

This episode marks a few milestones on the 401(k) Fridays Podcast, it’s the 100th episode, the first episode of 2018 and features part 1 of 2 of my conversation with Jerry Schlichter.  For some of ou…

No interview with a retirement industry expert today.  This episode shares my top ten highlights and themes from nearly 100 conversations on the podcast!  

Be sure to check out our first two episodes…

Every now and then its a little fun to go off the beaten path of 401(k) plan topics and explore something related, but different.  In the past, we have done that with international retirement benefit…

If you are curious, concerned or confused about what’s going on with interest rates and how it might impact the bond/fixed income market or some of the investments in you 401(k) investment menu, I ha…

When you take a new job or start with a new company, generally there is a job description, clear roles & responsibilities, a training program or on boarding process to help you get your feet undernea…

Financial Wellness, while a very hot topic, is not yet mainstream. One reason could be there has not been a clear value proposition for the employer to invest the time and/or the money to roll it out…

Nine years into a bull market, that generally gets people talking about bubbles.  Today, I am excited to have Rob Arnott, Chairman of Research Affiliates join me for a second round on the podcast!  W…

The idea of changing workplace retirement plan recordkeepers, or going through a "conversion" in retirement plan lingo, can be a daunting and stressful proposition if you are not familiar with the pr…

While I’ve been in the retirement plan business for over twenty years now, one thing I had never found was an easy to read book that an employer or someone new to the business could pick up and finis…

Are workplace retirement plans vulnerable to cyber threats?  When it comes to cyber threats & workplace retirement plans, what questions should employers be asking their retirement service providers …

Sometimes employers will comment, we don’t hear to much about the 401(k) from our employees, well that’s not because your employees don’t have questions, it’s likely because they are going elsewhere …

To Roth or not to Roth, that is the question.  With the option to make Roth contributions now offered in well over 50% of workplace retirement plans by most surveys, it is great to see more acceptanc…

An offer to outsource or delegate your fiduciary responsibility for your workplace retirement plan can be pretty tempting! When you think about all the rules, tasks, processes, approvals and for that…

As the most recent bull market continues to mature, some retirement plan sponsors are either exploring or being encouraged to explore ways add diversification to their workplace retirement plan inves…

Excited to welcome back Peter Dunn, a.k.a. Pete the Planner to the podcast!  Our conversation was definitely one of the more entertaining ones that I have had on the podcast in recent memory.  This e…

2017 started off with the winds of change blowing through Washington DC and to date has been nothing short of interesting and unexpected with the Trump administration at the helm for over seven month…

The main focus of our conversation is determining if some common employer beliefs about retirement plan audits are truth or myth. John also pulls from his experience auditing well over 100 retirement…