Podcast Episodes
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Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Season 6 Episode 127
Retirement technology is rapidly transforming the way advisors and plan sponsors deliver planning advice. In this episode of the 401(k) Specialist Po…
5 months ago
Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Season 6 Episode 126
Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, H…
6 months ago
Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
Season 6 Episode 125
Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In…
6 months, 2 weeks ago
Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning
Season 6 Episode 124
Automated plan features in 401(k)s such as auto-enrollment and auto-escalation have become essential tools for boosting employee participation and co…
6 months, 4 weeks ago
Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
Season 6 Episode 122
In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when they’re trigg…
7 months, 1 week ago
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 adminis…
7 months, 3 weeks 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 pa…
8 months, 1 week 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 …
9 months, 1 week 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 wi…
10 months, 2 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…
11 months ago