Podcast Episodes
Back to SearchThe 401(k) Accounts Left Behind: What Plan Sponsors Need to Know
What happens to a 401(k) account after an employee leaves, and what happens to those accounts when an entire plan terminates?
On this episode of 401(…
21 hours ago
The Future of Investing: Adapting to a New Market Reality
The future of investing isn't just about numbers—it's about embracing a seismic shift in how markets, macro forces, and innovation like AI reshape th…
1 month, 2 weeks ago
Behind the Scenes: How AI Is Transforming Retirement Plans
AI is transforming the future of retirement planning — but what does that really mean for plan sponsors and participants today? In a landscape where …
3 months, 1 week ago
Behind the Curtain on Mergers & Acquisitions
In this episode of The 401(k) Roundtable, host Rick Unser goes behind the curtain on mergers and acquisitions with two seasoned leaders who live this…
4 months, 2 weeks ago
Has the Moment for Retirement Income Finally Arrived?
Season 2 Episode 12
In this episode of The 401(k) Roundtable, host Rick Unser dives into one of the most talked‑about—and most challenging—topics in retirement: turning …
5 months, 3 weeks ago
The Resilient Market: What 2025 Taught Us About Long-Term Investing
Season 2 Episode 11
In this episode of The 401(k) Roundtable, host Rick Unser welcomes Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to unpack …
7 months, 3 weeks ago
Behavioral Finance Meets 401(k): What the Data Says About Defaults
Season 2 Episode 10
In this episode of the 401(k) Roundtable, Rick Unser is joined by John Beshears, Professor at Harvard Business School, and Brad Champagne, VP of Hum…
10 months, 2 weeks ago
Rethinking Retirement: Is the Crisis as Bad as We Think?
Season 2 Episode 9
In this episode of 401(k) Roundtable, Rick Unser is joined by Andrew Biggs, Senior Fellow at the American Enterprise Institute, and Mina Biggs, Chief…
11 months, 1 week ago
Engage, Educate, Evolve: Building Better 401(k) Plans for Today's Workforce
Season 2 Episode 9
In this episode, Rick Unser is joined by Robert Fortin from Amtrak and Kristina Cox from Recology — two HR leaders with deep experience in optimizin…
1 year ago
Predicting Market Pricing Perfection: Pain or Performance?
Season 1 Episode 8
In this episode of 401(k) Roundtable, Rick Unser is joined by Charlie Bilello, Chief Market Strategist at Creative Planning. Known for The Week in C…
1 year, 2 months ago