Podcast Episodes
Back to SearchStudent Loan Debt: The Next Economic Crisis or Something Else?
Student loans have gotten a lot of attention recently. Whether it is due to the sheer number of loans and size of the outstanding debt, or due to th…
7 years, 4 months ago
Is Your 401(k) Plan Retiree Friendly?
A few years ago, the idea that participants in 401(k) plans were going to keep their money in their retirement plans longer started to gain traction.…
7 years, 4 months ago
401(k) Fiduciary Fundamentals: The Duty To Monitor
Thought it might be helpful to discuss a core retirement plan fiduciary concept, the duty to monitor. To lend some muscle to the conversation I was …
7 years, 4 months ago
What Does Chewing Glass & FOMO Have To Do With 401(k) Investment Offerings?
We break new ground today on the podcast as we talk about FOMO, catching falling knives, Uncle Warren and chewing glass. My guest today is John Alle…
7 years, 4 months ago
401(k) Investment Menu Design In A Slow, Low or No Growth Environment: Fixed Income
This episode is a companion episode to a similar one we released a few weeks about which focussed on the equity side of the conversation. Not requir…
7 years, 5 months ago
The Future of Fiduciary... Is Not Fiduciary?
The title for this episode might seem a little confusing, but after you listen to my conversation with Don Trone, CEO and Co-founder of 3Ethos it wil…
7 years, 5 months ago
The (Exciting) Lifecycle of a 401(k) Plan Document
Today I welcome back Marcia Wagner, ERISA Attorney and founder of the Wagner Law Group, to tackle the not so straightforward lifecycle of a 401(k) or…
7 years, 5 months ago
Having a Productive Conversation with a Fund Manager: Why, How & Why Now?
This episode is inspired by some recent conversations I have had with workplace retirement plan or fiduciary committees and some hesitancy they have …
7 years, 5 months ago
401(k) Self Directed Brokerage Accounts: Trending or Trouble?
This week we take our first glimpse into self directed brokerage or brokerage accounts linked to workplace retirement plans. Historically this has b…
7 years, 6 months ago
401(k) Investment Menu Design In A Slow, Low or No Growth Environment: Equities
Numerous guests have hinted at the capital market forecasts they or others have made with the common theme of anticipating lower returns than we had …
7 years, 6 months ago