Sheri Fitts: Personal Branding a Focus at 2026 SWAY | LIVE
SWAY | LIVE, the retirement industry’s most unique annual conference—and the only one focused on helping retirement industry professionals build their personal brand—is coming to Boulder, Colorado Aug...
6 Heinä 15min
Social Security's Reckoning: Dr. Jason Fichtner Explains What the New Trustees Report Means for 401(k) Savers
The recently released 2026 Social Security Trustees Report once again shortened the timeline for when the trust funds paying out benefits to more than 75 million Americans will become insolvent unless...
24 Kesä 14min
Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler
When retirement policymakers sought to incentivize small businesses to begin offering retirement plans in an effort to help close the coverage gap, they did so in part by creating greatly expanded fed...
3 Kesä 11min
Exploring the Target Date Landscape with Mercer’s Preet Prashar
As part of 401(k) Specialist’s Q2 Deep Dive on target-date funds, Editor-in-Chief Brian Anderson sits down with Mercer Director of Defined Contribution Strategic Research Teams Preet Prashar to discus...
21 Touko 16min
The 401k Girls Are Making Financial Planning Actually Fun
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist about the 401(k) Girls, a financial education platform aiming to make financi...
4 Touko 10min
How GigMatch Creates Retirement Hope: George Fraser
Advisor Insights Winning the Finalist Presentation: How offering a "Hope-based" engagement model like GigMatch differentiates you from advisors stuck in "Fear-based" messagingReducing Financial Stress...
20 Huhti 13min
What Participants Really Think with Invesco’s Greg Jenkins
There’s a lot of increased attention about adding private markets investments to 401(k) plans in the wake of President Trump’s 2025 Executive Order on alternatives, and participants are starting to ta...
6 Huhti 11min
Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants. ...
23 Maalis 19min
