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A collection of resources, thoughts and insights for employers who sponsor 401(k) plans

October 8, 2016

Thank you Jamie Axford of Putnam Investments for taking the time to join me on the 401(k) Fridays Podcast!  If you missed Part 1, check it out here!  In Part 2 of 3 in our mini course on "The Fundamentals of 401(k) Investment Menu Construction" we covered some gre...

September 30, 2016

Thank you to Doug Murray and Mary Hollingsworth of Wells Fargo for taking the time to join me on the 401(k) Fridays Podcast!  They shared some excellent points and tackled some not so simple questions such as "What is Financial Wellness" and how do we know if someone i...

September 23, 2016

Thank you to both John Fitzsimmons and Byran Hallock of Fidelity Workplace Investing for taking the time to join me on the 401(k) Fridays Podcast!  During our conversation we shared a lot of insights for employers who are looking to get more from their annual plan revi...

September 9, 2016

Thank you Nick Dobbelbower, PhD, CEBS, DipIEB, GPHR, Vice President and Regional Practice Leader at Lockton Global Benefits for an amazing summary of the do's and don'ts of retirement benefits for employers who have employees outside the U.S.  If you have not had a cha...

September 2, 2016

Thank you again to Matt Sommer, CFA, CFP of Janus Capital Group for lending your insights to this episode of the 401(k) Fridays Podcast.  If you have not had a chance to listen to the first episode of our three part mini-course on the Fundamentals of 401(k) Investment...