Podcast Episodes
Back to SearchContemporary 401(k) Fiduciary Fundamentals: Jason Roberts
Happy New Year and here is looking forward to another successful year on the 401(k) Fridays Podcast! We kick things off with my conversation with Jas…
7 years, 9 months ago
Recession, Bear Market & Yield Curve Inversion: Defining Terms & Offering Perspective
With market volatility picking up and unique things happening on almost a daily basis, my conversation today with Jeff Shulze, CFA and Investment Str…
7 years, 9 months ago
Assessing Stable Value Investments In Not So Stable Times
Stable value funds, what are they, how do they work and what should you consider if you have one, thinking about moving to a new one or making the sw…
7 years, 9 months ago
Rebroadcast - Entrepreneurs & Retirement Plans: Scoping, Selecting & Scaling a Sound Strategy
When we get the question of "What is the best strategy for me to save for retirement" and it comes for an entrepreneur, the answer is seldom as simp…
7 years, 10 months ago
Collective Investment Trusts & 401(k) Plans: The One Question All Retirement Plans Need To Ask
This is a pretty straightforward episode, Collective Investment Trusts, or CITs are more widely available as options for plan fiduciaries and their s…
7 years, 11 months ago
Tariffs, Interest Rates & Market Volatility: Time to Rethink 401(k) Investment Menu Design?
Today is a real treat, not only is this a timely episode based on current market conditions but we welcome back Rob Arnott, the Founder & Chairman of…
7 years, 11 months ago
Block Chain Technology & 401(k): What Is It & How Will It Impact Workplace Retirement Plans?
Maybe you're are like me, you have heard the term blockchain before, but if someone asked you to define it, you would have a tough time. Hopefully a…
7 years, 11 months ago
Governmental Retirement Plans: 401(k) Plans Don't Get All The Attention During National Retirement Security Week
From time to time we will take a side trip off the 401(k) path and explore other related topics. Today is a great example of this where we take a mi…
7 years, 11 months ago
Workplace Retirement Plan Mega Trends
Do the largest 0.1% of workplace retirement plans in the country or the "Mega Plans" do things the same as the other 99.9% of plans? As you will hear…
8 years ago
Employee 401(k) Education Has Changed, Has Yours? Challenge Conventional Thinking To Change Outcomes
If you have been searching for a candid overview on the state of workplace retirement plan education in the world of automatic enrollment and changin…
8 years ago