Podcast Episodes
Back to SearchWhat If You Are A Good Fiduciary With Bad Governance?
There has been vast improvement by retirement plan fiduciaries when it comes to reviewing fees and investments. We even see more retirement plan com…
8 years, 4 months ago
Workplace Financial Wellness: All Systems Go Or Failure To Launch?
Believe it or not, but it has been over six months since we have tackled about financial wellness on the podcast. Today, Chris Whitlow, the Founder &…
8 years, 4 months ago
Target Date Funds & 401(k) Plans: Morningstar Research on Tactics, Trends & One Trillion
In case you hadn't noticed, Target Date Funds (TDFs) are kind of a big deal in workplace retirement plans. My guest, Jeff Holt, a Director of Multia…
8 years, 4 months ago
Why Your 401(k) Isn't Free: The Cost of Protection, Innovation & Trains Running on Time
With the continued focus on fees in workplace retirement plans I thought it might be good to pivot the conversation and tackle some of the realities …
8 years, 4 months ago
The Fiduciary Rule Wipeout: Fred Reish Shares What Happens & What's Next
The DOL Fiduciary Rule died, or did it? Maybe its coming back to life in another form, through another government agency or even the states will tak…
8 years, 5 months ago
Is Your Retirement Plan Calculator Correctly Calculating Your Retirement?
With so much focus on employee engagement and financial wellness, what happens when you actually get your employees attention and they use the tools …
8 years, 5 months ago
Target Date Funds & Managed Account In 401(k) Plans: Go Together Like Oil & Water or Peanut Butter & Jelly?
My conversation with Lynn Avitabile, Managing Director in the the Multi-Asset Group of J.P Morgan Asset Management and Wei Hu, Vice President of Fina…
8 years, 5 months ago
Top Ten Workplace Retirement Plan Administration Mistakes: What They Are, Why They Happen & How To Fix Them!
Unfortunately, mistakes are made when running workplace retirement plans. My guest, Marcia Wagner, the founder of The Wagner Law Group brings her ove…
8 years, 5 months ago
Are You Playing Too Much 401(k) Fiduciary Defense? How To Tell And Why It's Time To Play Offense!
The inspiration for this episode came from a request for proposal I received recently from a company in my day job as a workplace retirement plan con…
8 years, 6 months ago
The Workplace Retirement Plan Coverage Conundrum: The Challenge, Perspectives & Opportunities
Today we take a little detour from talking about the usual 401(k) or workplace retirement plan topics and focus on the challenge for many people arou…
8 years, 6 months ago