Jamie Hopkins
The Carson Group’s Jamie P. Hopkins is a busy guy. A nationally recognized writer and researcher who frequently speaks at events around the country, Jamie is the Managing Partner of Wealth Solutions a...
28 Marras 202215min
Greg Jenkins
Surprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins Our friends at Invesco recently released a voluminous new study exploring 401k plan participant and plan s...
11 Marras 202210min
David Musto
What Excites, Intrigues Ascensus CEO David Musto about the Industry? What’s happening with sequence-of-return risk, inflation, and the possibility of more delayed retirements? There are few better to...
24 Loka 202213min
Jeff Hull
Here's the Skinny on President Biden's Student Loan Debt Relief Long expected, it's finally happened. President Biden declared student loan debt relief for certain borrowers through what the administ...
26 Syys 202214min
Shannon Maloney
SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist for the 2022...
14 Syys 20229min
Aaron Schumm
Vestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping We pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a hard follow-...
19 Elo 20229min
Deb Boyden
Schroders’ Deb Boyden on Alternative Assets, ESG, and Other Investment Menu Hot Button Issues Developing an effective investment menu for 401(k) plan sponsors is always a tricky yet interesting propo...
1 Elo 202211min
Grant Arends
intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends,...
20 Heinä 202211min
