Podcast Episodes
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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 w…
11 months, 3 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 partici…
1 year 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 shapin…
1 year 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, c…
1 year, 1 month 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 …
1 year, 1 month ago
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 fo…
1 year, 2 months 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 Gr…
1 year, 2 months 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 re…
1 year, 3 months 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 …
1 year, 3 months 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 Cont…
1 year, 4 months ago