Podcast Episodes

Student Loan Debt: Framing The Challenges & Solutions

Based on the recent IRS private letter ruling I though this would be a good episode from the archives to repost. While this episode is almost two yea…

8 years ago

ESG Investments: Should They Have A Place In 401(k) Investment Menus?

This episode is a perfect example of one where I get to use the podcast as my own research lab and learn right along side of you.  Environmental, Soc…

8 years, 1 month ago

How To Reset The HSA Plan Conversation With Your Employees

Guest Bio

Kevin Murphy is a senior vice president and Head of the Defined Contribution Strategic Accounts team for Franklin Templeton's US Investme…

8 years, 1 month ago

Become An Employer of Choice With Financial Wellness: Three High Value, But Low Cost Impactful Strategies

We have talked about financial wellness on the podcast before, but not like this. My conversation today with Bill Harmon, President of Retirement Cor…

8 years, 1 month ago

Phyllis Borzi: Lessons From Eight Years At The DOL & Forecasting The Future of Retirement Plans

This episode was a real treat for me and hopefully will be for you. I am excited share my conversation with The Honorable Phyllis Borzi, the former A…

8 years, 1 month ago

Avoid These Five Common 401(k) Fiduciary Fumbles

Maybe I'm a little early with the football analogy, but it seemed to fit. Today, we welcome back Tom Clark, an ERISA Attorney and Partner at The Wagn…

8 years, 2 months ago

401(k) Ch-Ch-Changes in 2019: What to Know about Recent Tax Reform, Plan Design, and Financial Wellness

Welcome back to new episodes of the 401(k) Fridays Podcast! After taking a little hiatus in July I am really excited about what we have in store for …

8 years, 2 months ago

Summer Hiatus - Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!

We are taking a brief summer hiatus. Enjoy this episode from the archives. New episodes will resume again in August. Enjoy!

This episode is fresh out…

8 years, 3 months ago

Surveying Employer 401(k) Plan Attitudes & Decisions

Employers consistently want to know what other employers are doing in their 401(k) plan. In this episode we drill into the decisions employers are ma…

8 years, 3 months ago

Where Does Your 401(k) Fit In Benefits Open Enrollment?

Its getting to be that time of year again, no not that time of year, its time to plan for benefits open enrollment. Over the last several years all t…

8 years, 3 months ago