401(k) Roundtable

This week, we tackle M&A Mania in the retirement space. My guest is Dick Darian, Founding Partner of the Wise Rhino Group, a firm dedicated to working with both buyers and sellers in the retirement m…

This week, we tackle a timely topic straight out of the headlines, Bitcoin or Digital assets and 401(k) plans. Joining me is Dave Gray, the Head of Workplace Retirement Platforms & Workplace Investin…

This week, we have my promised update from the defense bar perspective on the many happenings in the world of retirement plans. Joining me is repeat guest David Levine, Principal and Co-Chair of the…

On this episode we have a little fun and take on some information on 401(k)s that you may or may not have seen on TikTok. You will hear my inspiration for this episode right out of the gate and it is…

This week I am excited to welcome back Jerome Clark, portfolio manager of the T. Rowe Price Target Date Strategies. For a curveball, we are not going to talk at all about Target Date Funds, instead J…

This week I am excited to welcome back Rob Arnott, Founder & Chairman of Research Affiliates to dive into the trick topic of inflation and its impact on the markets. We also dive into the challenges …

Day by day, year by year, technology plays are bigger and more important role in our lives. When it comes to retirement savings, how could technology impact things? To share some insights, I am happy…

Today, I am excited to share the latest installment of what has become almost an annual conversation with Jerry Schlichter, Managing Partner of Schlichter Bogard & Denton. If you are in the world of …

I am excited to get to get the podcast kicked off this year with a fast paced and wide ranging conversation with Peter Mollouk, President & CEO of Creative Planning. The main focus was employee educa…

As we take the turn into the holiday season, what will holiday shopping look like this year? Will the supply chain challenges, inflation, or other elements bring major changes? How could this impact …

If you like 90’s movies references, if your curious about who TINA is and you want some good perspective on what is going on with the markets and economy, we have a great show for you today. Joining …

Over the years on the podcast we have talked about the generational preferences and trends of baby boomers, Gen X’rs and Millenials, But not Generation Z. To dig into them, I am happy to welcome back…

As part of the evolving conversation around infrastructure and how to pay for it, some potential changes to workplace retirement plans were injected into the conversation. To shed some light on the t…

For years I have been using Vanguard’s annual “How America Saves” as a reference guide for retirement plan statistics and benchmarks. Today, I am excited to welcome Jeff Clark, a Senior Product Owner…

It's been a little while since we have had an episode to discuss what is going on in the world of 401(k) litigation. To dive into that, I am happy to welcome back Carl Engstrom, plaintiff’s attorney …

Things are moving fast in the financial markets and economy. In turbulent times, the decisions you do or don’t make have a big impact on the future success of your retirement plan. To help digest som…

Save for retirement or save for college? This is the age old debate that many struggle with. To shed some light on the subject I am happy to welcome Peg Creonte, President of Government Savings at Ac…

What does the future hold for 401(k) and other workplace retirement plans? Good question, and I am excited to have Josh Cohen, Head of Institutional Defined Contribution at PGIM and the host of the p…