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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...

August 27, 2016

Thank you Ana Sabatino, VP of Consumer Driven Health Plans at CIGNA for being a wonderful guest on the 401(k) Fridays Podcast!  If you have not had a chance to check out our interview, click below.  

Now for this installment of the 401(k) Fridays Fiduciary Fact and...

August 19, 2016

Thank you Blaine Aikin of fi360 for sharing your wisdom and perspective on several current and important fiduciary issues for employers on this episode of the podcast.  If you haven't had a chance to listen yet, the link is below.  

Now, for this edition of th...

August 13, 2016

 

Thank you Dr. Joe Coughlin, Founder and Director of the MIT AgeLab for an epic podcast episode.  Employers should really take away some great perspective on how generational shifts in workplace attitudes will have a dramatic impact on the future of employee benefits....

August 5, 2016

Thank you Bill Yoerger, President of OneAmerica Retirement, a division of American United Life Insurance (AUL) for your tremendous insights on the 401(k) Fridays Podcast!  If you have not had a chance to listen to the episode yet, click below.  

The retir...

July 22, 2016

Thank you Chris Costello, Founder and Co-CEO of Blooom for your great insights on the 401(k) Fridays Podcast!  If you have not listened to the episode, click below.  

Ok, now for this installment of the 401(k) Fridays Fiduciary Fact and Folly.  

First, let’s start w...

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What Happens to Your 401(k) Investment Menu When the Tide Goes Out?

October 8, 2016

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