401(k) Roundtable

Episode Summary

Here is another Sponsor Spotlight episode, where we interview an employer who took a different approach or strategy to change participant behaviors and outcomes.  In this episode, I h…

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It should be no surprise that 401(k) plan fees have been the hot topic of discussion amongst both plan sponsors and the industry.  With fee disclosure regulations, a growing numbe…

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As the Greek Philosopher Heraclitus said, the only thing that is constant is change.  At no time has that statement likely been more accurate about 401(k) plans than where we are …

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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 …

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By leaps and bounds, target date funds, or lifecycle funds are the fastest growing investment in 401(k) plans primarily due to their popularity with plan sponsors as the qualified…

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Over the years, participant 401(k) plan loans have gotten a bad rap both with plan sponsors and within the industry.  In this episode my guest, Todd Cowman, a Senior Consultant at…

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You might have heard that Men are from Mars and Women are from Venus, you also might understand a thing or two about Millenials, Generation Xers and Baby Boomers.  However, what you m…

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If you are at all curious about how rising interest rates here in the United States could impact your 401(k) investments, employees and the economy, my guest Chris Dillon a fixed inco…

Episode Summary

Well, I have to admit, this episode didn’t unfold quite the way I thought it was going to, however, thanks to my guest, Peter Dunn, aka Pete the Planner, it turned out to be the most …

Episode Summary

Today's episode is absolutely packed with information for all plan sponsors regardless of the current “cash” or capital preservation strategy in your 401(k) plan.  My guest, Brett Gor…

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The new DOL Conflict of Interest Rule, what is also being referred to as the new DOL Fiduciary Rule, has introduced changes that some are calling the most significant since the introd…

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While you might be familiar with the term behavioral finance, you have not heard my guest Stuart Ritter, from T. Rowe Price explain the origins, research and fundamentals behind why i…

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If you feel like you are spending the “right amount of money” in your retirement plan but not getting the results you expect in either recruiting, retention or employee retirement out…

Episode Description

If you are with a manufacturing company, this is a can’t miss episode.  Be sure to listen for key points specific to manufacturing companies about industry trends that are impacti…

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If you are an employer and are at all curious about what’s happening in Washington D.C. that might impact your 401(k) plan, I am happy to report that my guest Joan McDonagh likely…

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Conflicts, compensation and reasonableness, what do these three words have in common?  Ok, I ‘ll let you off the hook, these are the key issues at the heart of roughly 90% of the rece…

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Let’s say you were running your 401(k) fiduciary committee meetings wrong, wouldn’t you want someone to tell you?  Luckily, I was able to track down Jason Roberts, ERISA attorney …

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I am excited to share the first episode in our Sponsor Spotlight segment of the podcast!  I had the pleasure to sit down with Brad Champagne, Senior Director of Human Resources at…

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Should there be a balance between employee and employer goals in a 401(k) retirement plan? This was a different statement and one that I felt employers could benefit from learning…

Episode Description

If you ever wondered how you can strategically and cost effectively partner with an ERISA Attorney to improve and protect your retirement plan, this episode with Sherrie Boutwell,…