Podcast Episodes
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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 en…
1 year, 9 months 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 …
1 year, 10 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 prepa…
1 year, 10 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 …
1 year, 11 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, in…
1 year, 11 months ago
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart
Season 5 Episode 92
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: …
2 years ago
How AI is Changing the Game with Financial Finesse’s Liz Davidson
Season 5 Episode 91
Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence ear…
2 years, 1 month ago
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
Season 5 Episode 90
The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 202…
2 years, 1 month ago
Defending the 401(k) with ICI's Sarah Holden
Season 5 Episode 89
The 401(k) has been under attack on multiple fronts lately.
Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sa…
2 years, 2 months ago
Matt Gray & Todd Levy
Season 5 Episode 88
Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy
Guaranteed lifetime income remains a hot topi…
2 years, 2 months ago