Podcast Episodes
Back to SearchInsurance for Retirement Plan Fiduciaries: Liabilities, Limits & Lawsuits
Depending on who you ask, fiduciary liability insurance might not be on the top of their list as the most exciting topic, but it is important. For m…
7 years ago
Benefits Plans Fiduciary Responsibilities:: More Than Just Retirement Plan
This week we try something a little different. This episode is the audio portion of a webinar I hosted a few weeks ago. The content was great and I t…
7 years, 1 month ago
Financial Advice or Wellness: What Has A Bigger Impact?
Should employers focus their efforts to help employees on the journey to retirement by providing true investment advice or more in the trenches finan…
7 years, 1 month ago
Are Poor 401(k) Word Choices Harming Your Employees?
Wars have been started over words, and retirement outcomes for employees can also be impacted by words. My guest today, Steve Jenks, a Senior Vice P…
7 years, 1 month ago
Time to Eliminate Loans in 401(k) Plans?: Balancing Fiduciary Risk, Retirement Outcomes and Employee Perceptions
Could retirement plan loans be the next big fiduciary concern for plan sponsors? Hard to tell, but my conversation today with Bruce Ashton, ERISA At…
7 years, 1 month ago
The State of State Retirement Plans: The Golden State Launch
There are three state run retirement plans that are now live. Despite the fact they have been in the news, there are still a lot of questions about …
7 years, 2 months ago
Caution: Avoid Target Date Fund Oversimplifications
After a quick hiatus in July, we are back and excited about what we have in store! To kick things off, this episode features my conversation with Jef…
7 years, 2 months ago
401(k) Self Directed Brokerage Accounts: Fiduciary Considerations
This episode is a follow on conversation to an episode a few months ago where we talked about the operational aspects of self-directed brokerage acco…
7 years, 3 months ago
Selecting Index Funds: Just Look At Expense Ratios, or Is There More To Consider?
For the last several years a consistent message in the marketplace for retirement plan sponsors, participants and the industry has been the importanc…
7 years, 3 months ago
401(k) Litigation: Trends That May (or May Not) Fuel Future Lawsuits
One of the most popular questions we get from employers is what is going on with 401(k) or ERISA litigation, or the close cousin to the question, wha…
7 years, 3 months ago