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The 401k Girls Are Making Financial Planning Actually Fun
Season 7 Episode 137
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist about the 401(k) Girls, a …
17 hours ago
How GigMatch Creates Retirement Hope: George Fraser
Season 7 Episode 136
Advisor Insights
Winning the Finalist Presentation: How offering a "Hope-based" engagement model like GigMatch differentiates you from advisors stuck …2 weeks ago
What Participants Really Think with Invesco’s Greg Jenkins
Season 7 Episode 135
There’s a lot of increased attention about adding private markets investments to 401(k) plans in the wake of President Trump’s 2025 Executive Order o…
4 weeks ago
Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
Season 7 Episode 134
Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to bett…
1 month, 1 week ago
How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
Season 7 Episode 133
In this special edition of the 401(k) Specialist Podcast—part of our Deep Dive series on “How Not to Get Sued”—Editor-in-Chief Brian Anderson sits do…
1 month, 3 weeks ago
How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
Season 7 Episode 132
Eric Dyson, Executive Director of 90 North Consulting and one of the retirement industry’s more active ERISA expert witnesses, joins the 401(k) Speci…
2 months, 1 week ago
What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
Season 7 Episode 131
As retirement planning strives to become more personalized, plan sponsors are under increasing pressure to offer solutions that meet participants whe…
3 months, 1 week ago
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
Season 7 Episode 130
In the first new 401(k) Specialist Pod(k)ast episode of 2026, Editor-in-Chief Brian Anderson sits down with Kelby Meyers, founder and CEO of Nestimat…
3 months, 3 weeks ago
Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso
Season 6 Episode 129
Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement income strategies—and especially v…
4 months ago
Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
Season 6 Episode 128
A recent survey from American Century Investments reveals some surprising disconnects between retirement plan sponsors and the workers participating …
4 months, 2 weeks ago