Podcast Episodes

Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa

Season 6 Episode 123

Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administration, many advisors, plan sponsors and fiduciar…

Published on 1 day, 3 hours ago

Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos

Season 6 Episode 121

Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing retir…

Published on 2 weeks, 1 day ago

Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso

Season 6 Episode 120

As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring sustainable income—what’s also known as "value creation."

Danie…

Published on 1 month, 2 weeks ago

Previewing SWAY | LIVE 2025 with Sheri Fitts

Season 6 Episode 119

The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in p…

Published on 2 months, 3 weeks ago

Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision'

Season 6 Episode 118

Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including crypto…

Published on 3 months, 1 week ago

Unlocking SMB Market Success with 401GO’s Stan Smith

Season 6 Episode 117

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 expectat…

Published on 3 months, 4 weeks ago

Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield

Season 6 Episode 116

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 thes…

Published on 4 months, 1 week ago

Creating the 'Next-Gen 401(k) Report' with KWP Growth Partners’ Will Prest and Lisa Kottler

Season 6 Episode 115

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 spot…

Published on 5 months ago

Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong

Season 6 Episode 114

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 i…

Published on 5 months, 2 weeks ago

Taking the Reins at Viking Cove Institute: New President Amy Glynn

Season 6 Episode 113

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 uniq…

Published on 5 months, 4 weeks ago