401(k) Specialist Podcast

401(k) Specialist Podcast

401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

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Jaksot(145)

Defending the 401(k) with ICI's Sarah Holden

Defending the 401(k) with ICI's Sarah Holden

The 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and mo...

1 Maalis 202416min

Matt Gray & Todd Levy

Matt Gray & Todd Levy

Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and ther...

15 Helmi 202423min

Jeanne Sutton

Jeanne Sutton

Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contra...

5 Helmi 202411min

Tamiko Toland

Tamiko Toland

Catching Up with 'Annuity Yoda' Tamiko Toland Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost...

22 Tammi 20249min

Wayne Park

Wayne Park

The Year Ahead with John Hancock Retirement CEO Wayne Park As the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leade...

8 Tammi 202413min

Brian McDonnell

Brian McDonnell

IBM sent shockwaves through the retirement industry recently when it was revealed that the tech and computing giant is halting its 5% 401(k) match in favor of a 5% contribution to a new, portable, imm...

11 Joulu 202312min

Lance Schoening

Lance Schoening

2024 SECURE 2.0 Insights with Principal’s Lance Schoening As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including...

14 Marras 202316min

Jason Berkowitz

Jason Berkowitz

IRI’s Jason Berkowitz: Why Biden’s Fiduciary Rule Gets it Wrong While the American Retirement Association is among those saying “fair” when it comes to the Department of Labor’s new proposed retireme...

6 Marras 202314min

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