Podcast Episodes

Solving the Portability Puzzle with Allianz Life’s Ben Thomason

Season 5 Episode 102

Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few years, and the stakes are high to get it right and cut down on costly an unnec…

Published on 11 months, 1 week ago

Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami

Season 5 Episode 101

ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of r…

Published on 1 year ago

The Past, Present and Future with Morningstar Retirement’s Brock Johnson

Season 5 Episode 100

Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the c…

Published on 1 year ago

Exploring Retirement Income Strategies with Joshua Grass and Todd Levy

Season 5 Episode 99

The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models cente…

Published on 1 year, 1 month ago

What's Behind a Remarkable 25-Year Milestone for Invesco's Kevin Holt

Season 5 Episode 98

It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco,…

Published on 1 year, 1 month ago

Making 401(k) Saving Hard to Avoid with Principal’s Marc Howell and Felix Okwaning

Season 5 Episode 97

No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enrolling.

Our guests on today have some ideas on dea…

Published on 1 year, 1 month ago

Common HSA Mistakes (and Fixes) with ‘Mr. Retirement’ Jeremy Keil

Season 5 Episode 96

Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential.

Jeremy …

Published on 1 year, 2 months ago

Jerry Schlichter Preps Advisors for Fiduciary Rule Changes

Season 5 Episode 95

The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring.

Jerry Schlichter,…

Published on 1 year, 2 months ago

Checking the Pulse of the HSA Market with Devenir’s Eric Remjeske

Season 5 Episode 94

Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a unique triple tax advantage.

To check in on the pul…

Published on 1 year, 3 months ago

Fred Reish Unpacks the DOL’s New Fiduciary Rule

Season 5 Episode 93

The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement inve…

Published on 1 year, 3 months ago