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Explore Individual Episodes
Each episode offers employers candid interviews with industry experts, new best practices and valuable perspectives on current events.
Life in Retirement Without a Paycheck?
Guest: Jerry Patterson
Are your 401(k) participants ready and do they have the tools to convert their account balances into a stream of income in retirement?
Learning from 401(k) Participant Questions & Actions
Guest: Catherine Golladay
Unique insights from call centers, education teams and advice solutions to help improve plan health.
Guest: Peter Dunn
Great perspective on challenges participants face in saving for retire-ment and a passionate message for employers.
Guest: Brett Gorman
Valuable information about Money Market Reform and its impact on both plan sponsors and participants.
Balancing Employee and Employer 401(k) Interests
Guest: Hugh O'Toole
Improving employee and employer financial outcomes through retirement readiness.
Guest: Sam Henson
A must listen if you are concerned about a DOL investigation of your 401(k) plan.
Guest: Jeff Judd
Important information for employers during times of market volatility.
Sponsor Spotlight: KinderCare Education
Guest: Sarah Redgrave
A case study on how a new Total Rewards strategy had a total 401(k) impact!
New DOL Conflict of Interest Rule
Guest: Sam Henson
Its here! What all employers should know and be doing to prepare for the new DOL Fiduciary Rule.
How Washington DC Will Impact Your 401(k) in 2016
Guest: Joan McDonagh
State run retirement plans, the DOL's proposed fiduciary rule and much more!
Sponsor Spotlight: Misson Linen Supply
Guest: Brad Champagne
How Mission Linen Supply improved the retirement outcomes of their employees.
Guest: Donn Hess
Game changing ideas and strategies to improve participant retirement plan outcomes.
Guest: John Russon
Debunking common myths about retirement plan audits.
401(k) Plan Fees: Benchmark Value & Reasonableness
Guest: Tom Kmak
With all the attention on 401(k) plan fees, employers need a strong strategy to meet their fiduciary duty.
401(k) Plan Design Made to Fit
Guest: Marc Howell
How a customized retirement plan design could help achieve both the business and retirement outcomes you want.
401(k) Committee Meeting Wrong?
Guest: Jason Roberts
Not spending as much time discussing plan investments is just one change to make!
Guest: Brodie Wood
Specific information and ideas for employers in this unique market!
Misunderstood Risk In Your 401(k) Plan
Guest: Jason Roberts
Conflicts, compensation and reasonableness. Learn how those three words account for 90% of 401(k) litigation.
Guest: Scott Francolini
Trends, plan design, demographics and other helpful information for employers in the
Take a Trip in the 401(k) Time Machine!
Guest: George Castineiras
A fast paced, insightful look at trends, technology and topics that will shape the future of retirement!
Three Key Pillars of Target Date Fund Evaluation
Guest: Rich Weiss
Just a hint, they are not performace and expenses! Wide ranging episodes covering basics to advanced concepts.
401(k) Loans: Necessary, Evil or ?
Guest: Todd Cowman
A balanced overview of best practices, benchmark data and the pros and cons of 401(k) plan loans.
Generations, Genders & 401(k) Plans
Guest: Margaret Rux
How understanding the differences between them can help employers improve plan health.
Rising Interest Rates and Your 401(k) Investments
Guest: Chris Dillon
Easy to understand and useful information for plan sponsors about rising interest rates and the impact on their investment menus.
Guest: Stuart Ritter
Why understanding and embracing the concepts of behavioral finance could be one of the most impactful things you do for your employees.
Should you Partner with an ERISA Attorney?
Guest: Sherrie Boutwell
Strategic, cost effective ideas for employers to work with an ERISA Attorney.