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Podcasts
Each episode offers employers candid interviews with industry experts, new best practices and valuable perspectives on current events.
Select an Episode to Explore
Learning From Your
401(k) Participants Questions & Actions
Guest: Catherine Golladay
June 2016
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Are You Running Your 401(k) Committee Meetings Wrong?
Guest: Jason Roberts
March 2016
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Employer 401(k) Behavior Determines Employee Outcomes
Guest: Stuart Ritter
April 2016
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Balancing Employee & Employer Goals in Your 401(k) Plan
Guest: Hugh O'Toole
March 2016
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Fundamentals of 401(k) Investment Menu Design - Part 2 of 3
Guest: Jamie Axford
October 2016
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Fundamentals of 401(k) Investment Menu Design - Part 1 of 3
Guest: Matt Sommer
September 2016
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401(k) Service Provider Relationships: Should I Stay... or Should I Go?
Guest: Josh Dietch
September 2016
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Financial Wellness:
Fad or the Future?!
Guest: Doug Murray & Mary Hollingsworth
September 2016
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401(k) Plan Data: Transform Information, into Insights!
Guests: Bryan Hallock & John Fitzsimmons
September 2016
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Managed Accounts: Can They Help Your 401(k) Participants?
Guest: Chris Costello
July 2016
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The Future of Work and Retirement is Being Rewritten!
Guest: Dr. Joe Coughlin
August 2016
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Student Loan Debt: Perspective on the Problem & Solutions!
Guest: Tony Aguilar
November 2016
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Recent 401(k) Litigation & DOL Activity: Pain or Gain for Employers?
Guest: Tom Clark, JD
October 2016
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Cyber Security & Your 401(k) Plan: Real or Theoretical Risk?
Guest: Ben Beeson & Brian Finch, Esq.
October 2016
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Podcasts
We release a new episode each Friday which offers employers, retirement plan sponsors and fiduciaries candid interviews with industry experts, new best practices and valuable perspectives on current events.
Making Sense of the Economy, Markets & Your 401(k) for 2017
Guest: Dr. David Kelly
November 2016
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Part 3 of 3: Fundamentals of 401(k) Investment Menu Design
Guest: Frank Salb, CFA
November 2016
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Why Pivot From 401(k) Education to Financial Wellness?
Guest: Kent Allison
November 2016
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Do Third Pillar Investments Belong in Your 401(k) Plan?
Guest: Rob Arnott
December 2016
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Trump Administration and Four Retirement Plan Policy Changes
Guest: Bob Holcomb
January 2017
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Evaluating 401(k) Consultants in 2017? Avoid These Pitfalls!
Guest: Trisha Brambley
December 2016
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Are #Trending 401(k) Topics Helping or Hurting your Employees?
Guest: Tom Kmak
January 2017
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401(k) Border Crossings:
Time to Expand or Restrict International Investment Choices?
Guest: Michael Quinn
June 2017
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A Broker, Cowboy or Consultant: What Type of 401(k) Advisor Are You Working With?
Guest: Robin Green
June 2017
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The Road Ahead for the California Secure Choice Retirement Plan
Guest: Katie Selenski
June 2017
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Helping Your Employees with Debt... Opportunity or Overstepping?
Guest: Meghan Murphy
June 2017
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Active Investments Management in Workplace Retirement Plans
Guest: Sue Walton
August 2017
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Morningstar Research and Common Workplace Retirement Plan Assumptions
Guest: David Blanchett
August 2017
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Entrepreneurs & Retirement Plans: Scoping, Selecting & Scaling a Sound Strategy
Guest: Pat Shelton
July 2017
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Target Date Retirement Funds: Morningstar Shares Insights for Plan Fiduciaries
Guest: Jeff Holt, CFA
July 2017
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Inspirations, Reflections & Aspirations: The 401(k) Fridays Podcast at 75 Episodes
Guest: Rick Unser
July 2017
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Input from a 401(k) Expert Witness: Fiduciary Process, Mindset & Foresight!
Guest: Jim Scheinberg
August 2017
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