401(k) Roundtable
401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.
- Update frequency
- every 15 days
- Average duration
- 58 minutes
- Episodes
- 265
- Years Active
- 2016 - 2025
Predicting Market Pricing Perfection: Pain or Performance?
In this episode of 401(k) Roundtable, Rick Unser is joined by Charlie Bilello, Chief Market Strategist at Creative Planning. Known for The Week in Charts on YouTube and as co-host of the Signal or N…
The Future of Private Equity: Growth, Innovation & Investor Access
In this episode of 401(k) Roundtable™, Rick Unser speaks with Jack Weingart, Chief Financial Officer of TPG, a leading global private equity firm. They examine how macroeconomic shifts, technologica…
Inside Q1 2025: Market Moves, Global Shifts, and Retirement Impacts
In this episode of 401(k) Roundtable, Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Together, they break down key insights from Q1 2025, including t…
Fiduciary Duty Meets Stewardship: Aligning Compliance with Care
In this episode of 401(k) Roundtable, Rick Unser is joined by Todd Solomon, ERISA Attorney and partner at McDermott Will, & Emery Law Firm, for a timely conversation on the evolving fiduciary landsca…
Modern Plan Design: Navigating 2025’s Testing Challenges
In this episode of 401(k) Roundtable, host Rick Unser and Alison Cohen, ERISA Attorney and Partner at Ferenczy Benefits Law Center, explore nondiscrimination testing in retirement plans, focusing on …
What’s Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What’s Next
In this episode of the 401(k) Roundtable™, we’re joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investments and Bob Chapman, Chief People Officer of Tri…
The Evolution of Financial Wellness: Why It Matters in the Workplace
In this episode of 401(k) Roundtable™, we delve into the evolving concept of financial wellness, its growing importance in the workplace, and how organizations can integrate it effectively. We explo…
Election 2024 Aftermath: Retirement Policies and Market Reactions
This episode of 401(k) Roundtable™ explores the implications of recent election results on retirement policies and market reactions. Joining us for this month's roundtable discussion are two leaders …
Business Insights: Navigating the Economic Terrain
Host Rick Unser and Jeff Schulze, CFA, Head of Economic & Market Strategy at ClearBridge Investments, delve into the current economic landscape as we approach the end of 2024. They discuss the possib…
Transforming Employee Retirement Outcomes with Smart 401(k) Design Choices
Are We Approaching The Tipping Point For Private Equity & 401(k) Plans?
It’s been a minute since we focussed on PE and retirement plans. To dive into this I have Dan Cahill of the private equity firm Partners Group, one of two firms that took the initiative to seek guida…
Should the Financial Markets Guide Your Business (or 401(k)) Decisions?
It seems like the major themes that are dominating the investment markets are also of great interest to individuals trying to make decisions personally or in their businesses. That isn’t always the c…
Bonds Behaving Badly, What Happened & What's Next?
Bonds, or fixed income investments did not have a great year in 2022 to say the least. The big question is now what? To delve into that, I am excited to have Michael J. Collins, CFA, and Managing Dir…
Are You in The Know About SECURE 2.0?
If you are at all involved with workplace retirement plans, you would have to have been living under a rock to have not heard about SECURE 2.0. It is a hot topic, while also ambitious and even confus…
Will Your 401(k) Account Soon Follow You Around?: Automatic Rollovers Coming To A Plan Near You
Here we go with a 401(k) Friday’s Podcast first, three guests and a great topic. Today we dive into the recent announcement that three major recordkeepers are launching the Portability Services Netwo…
Creating a Foundation for Financial Wellness
It’s been a little while since we tackled financial wellness, there has been a lot going on in that area so I was glad to be able to connect with Brent Hines, the co-founder and Chief Development Off…
401(k) Auto Features: The Good, Bad & Ugly
Every now and then you have a guest that like Prince, or Cher, that simply needs one name to know who they are. Today, I am happy to welcome Shlomo, more formally known as Dr. Shlomo Benartzi, Profes…
Pooled Employer Plans, Canaries & Managed Accounts
I am happy to welcome back another guest who seemingly had predictive powers in prior episodes to briefly reflect on that prediction and give his crystal ball another look. Joining me is Jason Robert…
Thoughts on Market Declines, Parity of Returns & V-Shaped Recoveries
If you hadn’t noticed, 2022 hasn’t produced the best results in the financial markets. The questions on everyone’s mind are how did we get here and what’s next? To delve into those and many other que…
Rising Rates, Inflation & The Future of "Cash" In 401(k) Plans
Today, I am excited to launch the fall series of episodes and we start with stable value investments. My guest is Steve Horner, CFA and Portfolio Manager in the Corporate and Tax-Exempt Credit group …