401(k) Specialist Podcast

401(k) Specialist Magazine
  • 0.0 (0)
  • INVESTING
  • EVERY TWO WEEKS
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.

  1. Opportunity in the SMB Market with Principal Financial Group’s Sean Jordan

    24 OCT

    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 underserved segment.With all the new tax incentives for startup plans and state mandates to either offer a plan or have employees opted-in to a state-run auto-IRA program, the time has never been better to get smaller businesses on board with starting a plan—which can lead to additional opportuni...

    15 min
  2. The Road to Better Retirement Outcomes with MFS' Jeri Savage

    21 OCT

    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 from the newly released 2024 MFS Global Retirement Survey. Podcast Episode Player Savage, Lead Retirement Strategist at Boston-based MFS, elaborates on some of the most impactful findings and explores how advisors and plan sponsors can help participants prioritize savings, improve retirement r...

    19 min
  3. Highlighting Fixed Income Opportunities with Invesco’s Matt Brill

    14 OCT

    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 be wondering how this shift will impact core bond and core plus bond portfolios.To find out, we speak with Matt Brill, CFA, Head of North America Investment Grade Credit and Senior Portfolio Manager for Invesco Fixed Income. He’ll walk us through the basics of core bond and core plus bond portfol...

    10 min
  4. Solving the Portability Puzzle with Allianz Life’s Ben Thomason

    30 SEPT

    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 unnecessary retirement plan leakage.In this episode, we talk with Ben Thomason, Head of Defined Contribution Distribution at Allianz Life Insurance Company of North America, to explore the importance of portability and the unique challenges it poses when it comes to in-plan guaranteed lifetime income s...

    14 min
  5. Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami

    9 SEPT

    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 recent stay rulings in Texas, and also chimes in on ERISA at 50 before addressing compliance challenges presented by annuities in 401(k) plans.And click here to check out a recent blog post from Itami about ERISA’s 50th anniversary, which will be celebrated with a gala event in Washington D.C. on S...

    14 min
  6. The Past, Present and Future with Morningstar Retirement’s Brock Johnson

    26 AUG

    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 comprehensive retirement planning solutions and investment research unit.Johnson talks about how retirement solutions and research have evolved over the years, what’s behind a host of recent innovations, and provides a glimpse into the future.Key Insights:Morningstar Retirement’s Evolution and Miss...

    20 min
  7. Exploring Retirement Income Strategies with Joshua Grass and Todd Levy

    5 AUG

    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 centered solely on wealth accumulation are no longer sufficient. A more holistic approach is imperative to effectively manage risks, generate sustainable income, and ensure financial security throughout retirement.To explain this transformation, joining us on the 401(k) Specialist Pod(k)ast are a pair ...

    19 min
  8. What's Behind a Remarkable 25-Year Milestone for Invesco's Kevin Holt

    22 JUL

    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, is celebrating this summer.Holt and Devin Armstrong, who have been co-lead portfolio managers for the Invesco Comstock Fund since 2007, apply a unique contrarian approach and classic value investing techniques.Holt joins the 401(k) Specialist Pod(k)ast to share more about the approach, what he lo...

    14 min
See All (105)

About

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.

Information

  • Creator
    401(k) Specialist Magazine
  • Years Active
    2020 - 2024
  • Episodes
    105
  • Rating
    Clean
  • Copyright
    © 2024 401(k) Specialist Magazine
  • Show Website
    401(k) Specialist Podcast

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada