Podcast Episodes
Back to SearchThe Business of Being in the 401(k) Business: What the Future Holds for TPAs
Today we explore the changing landscape of Third Party Administrators, better known as TPAs. With me, I am excited to have Jerry Bramlett, Head of T…
7 years, 6 months ago
Defending a 401(k) Lawsuit: American Century Case Study
The worst nightmare of many retirement plan fiduciaries is to find themselves the target of a class action ERISA or 401(k) lawsuit. My guests today, …
7 years, 6 months ago
What Do People Really Think About 401(k) Plans?
Maybe its just that time of year again, but a few articles have popped up recently about how we need to overhaul 401(k) plans, or how we need to scra…
7 years, 7 months ago
What's Next For Automatic 401(k) Plan Features & Behavioral Finance?
It's been a little while since we have focussed an episode on plan design of behavioral finance. So, no time like the present to make that happen! …
7 years, 7 months ago
401(k) Discrimination Testing - Rebroadcast
Whether you are passing or failing your discrimination testing, this is a great episode to help get your arms around some of the key concepts and fun…
7 years, 7 months ago
The Business of Being In the 401(k) Business: Gazing Into the Future
Today we gaze into the future and explore how retirement service providers business models and product offerings to employers and employees could evo…
7 years, 8 months ago
Exploring The Parallel Universe of Nonqualified Deferred Compensation Plans
Today we take leave the world of 401(k) plans and enter the parallel universe of nonqualified deferred compensation (NQDC) plans. This is a new topi…
7 years, 8 months ago
Guiding Your 401(k) Plan Through Challenging Market Conditions
If you are looking for a some timely insights on where the economy and markets head from here, my conversation today with Dr. David Kelly, CFA Managi…
7 years, 8 months ago
Will Start-up Fintech Companies Engineer A Better 401(k)?
I don't know who said it first, but every company is a technology company. That becomes very evident during my conversation with Tom Conlon of Bette…
7 years, 8 months ago
The Return Of The 401(k) Boogeyman: Jerry Schlichter
The mere thought of a 401(k) lawsuit can send shivers down the spine of even the most experienced retirement plan fiduciary. However, when you have a…
7 years, 9 months ago