Unlocking SMB Market Success with 401GO’s Stan Smith
One of the most promising—and rapidly evolving—segments of the retirement plan industry is the small- to medium-sized business (SMB) market. With a wave of government incentives and employee expectati...
12 Maj 202520min
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
The integration of guaranteed lifetime income solutions into workplace retirement plans remains a hot topic among plan advisors, sponsors and participants. To get an idea of the current state of these...
28 Apr 202519min
Creating the 'Next-Gen 401(k) Report' with KWP Growth Partners’ Will Prest and Lisa Kottler
The inaugural "Next-Gen 401(k) Report" from KWP Growth Partners is being released on April 8, unveiling a dozen transformative trends that are shaping the future of retirement plans, putting the spotl...
7 Apr 202516min
Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong
In this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin Armstrong, co-lead manager of the Invesco Comstock Fund, who is...
24 Mars 202519min
Taking the Reins at Viking Cove Institute: New President Amy Glynn
It was announced at the start of the recent Viking Cove Institute 2025 Industry Leaders Summit that well-known retirement industry veteran Amy Glynn would be taking the reins as President at the uniqu...
10 Mars 202511min
401(k) Forfeiture Lawsuits and SECURE 2.0 compliance with Richard Clarke
The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where employers are accused of using forfeited funds to benefit the company instead of pla...
24 Feb 202519min
Holly Knight’s High-Profile Move to Alera Group
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent move from NFP to Alera Group, where she is in the newly created role of “Dir...
10 Feb 202511min
Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan
A second Trump Administration, coupled with new leadership at the SEC and Department of Labor, brings the potential for significant changes in the regulatory environment in Washington, including discu...
27 Jan 202510min
