Andrew Biggs Rips Congress for Social Security 'Fairness' Act
The Social Security Fairness Act was signed into law by President Joe Biden on Jan. 6 thanks to strong bipartisan support. The intent was to provide greater retirement security and “fairness” to peopl...
13 Jan 202530min
4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark
With the new year quickly approaching, it’s a good time to think about some of the key trends to watch out for in 2025. Vanguard Head of Defined Contribution Research Jeff Clark—who is the author of t...
16 Dec 202410min
How to Better Reach 401(k) Participants with Invesco's Greg Jenkins
t’s always important for retirement plan advisors to know the primary concerns and interests of 401(k) participants in order to be able to communicate with them effectively. Invesco recently conducted...
2 Dec 202414min
How Company Mergers Affect Retirement Plans with Inspira’s Pete Welsh
In this episode, we sit down with Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, to explore the complexities of company mergers and their impact on retirement plans. Wel...
18 Nov 202410min
Opportunity in the SMB Market with Principal Financial Group’s Sean Jordan
The small to mid-size business retirement plan market is a key growth opportunity for advisors who are looking to expand their client base and provide much-needed benefit solutions to a traditionally ...
24 Okt 202414min
The Road to Better Retirement Outcomes with MFS' Jeri Savage
In this episode of the 401(k) Specialist Podcast, we’ll travel down the road to better participant outcomes with MFS Investment Management’s Jeri Savage, who will direct us through the key insights fr...
21 Okt 202418min
Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now ...
14 Okt 202410min
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
