Podcast Episodes

401(k) Forfeiture Lawsuits and SECURE 2.0 compliance with Richard Clarke

Season 6 Episode 112

The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where employers are accused of using forfeited funds to benefit the company instead of pl…

Published on 6 months, 2 weeks ago

Holly Knight’s High-Profile Move to Alera Group

Season 6 Episode 111

High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent move from NFP to Alera Group, where she is in the newly created role of “Di…

Published on 6 months, 4 weeks ago

Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan

Season 6 Episode 110

A second Trump Administration, coupled with new leadership at the SEC and Department of Labor, brings the potential for significant changes in the regulatory environment in Washington, including disc…

Published on 7 months, 1 week ago

Andrew Biggs Rips Congress for Social Security 'Fairness' Act

Season 6 Episode 109

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 peop…

Published on 7 months, 3 weeks ago

4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark

Season 5 Episode 108

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 …

Published on 8 months, 3 weeks ago

How to Better Reach 401(k) Participants with Invesco's Greg Jenkins

Season 5 Episode 107

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…

Published on 9 months, 1 week ago

How Company Mergers Affect Retirement Plans with Inspira’s Pete Welsh

Season 5 Episode 106

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…

Published on 9 months, 3 weeks ago

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

Season 5 Episode 105

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…

Published on 10 months, 2 weeks ago

The Road to Better Retirement Outcomes with MFS' Jeri Savage

Season 5 Episode 104

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 f…

Published on 10 months, 2 weeks ago

Highlighting Fixed Income Opportunities with Invesco’s Matt Brill

Season 5 Episode 103

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…

Published on 10 months, 3 weeks ago