Podcast Episodes
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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 communicat…
1 year, 5 months 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…
1 year, 5 months 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 provid…
1 year, 6 months 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 Sav…
1 year, 6 months 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 …
1 year, 6 months ago
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 hi…
1 year, 7 months 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 o…
1 year, 7 months 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 i…
1 year, 8 months 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 mark…
1 year, 8 months 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 i…
1 year, 9 months ago