Solving the Portability Puzzle with Allianz Life’s Ben Thomason
Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few years, and the stakes are high to get it right and cut down on costly an unnece...
30 Sep 202414min
Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of re...
9 Sep 202414min
The Past, Present and Future with Morningstar Retirement’s Brock Johnson
Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the co...
26 Aug 202419min
Exploring Retirement Income Strategies with Joshua Grass and Todd Levy
The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models center...
5 Aug 202418min
What's Behind a Remarkable 25-Year Milestone for Invesco's Kevin Holt
It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, ...
22 Jul 202413min
Making 401(k) Saving Hard to Avoid with Principal’s Marc Howell and Felix Okwaning
No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enrolling. Our guests on today have some ideas on dea...
15 Jul 202422min
Common HSA Mistakes (and Fixes) with ‘Mr. Retirement’ Jeremy Keil
Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential.Jeremy K...
24 Jun 202414min
Jerry Schlichter Preps Advisors for Fiduciary Rule Changes
The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter,...
10 Jun 202416min
