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 Business... of Being in the 401(k) Business
Guest: Bill Yoerger
August 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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401(k) Investment Vehicles Beyond Mutual Funds
Guest: Jeff Kletti, CFA
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.

Is your 401(k) a Savings Plan or a Retirement Plan?
Guest: Glenn Dial
December 2016
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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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Intersection of Company Culture & Employee Benefits
Guest: Jamie Notter
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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