Podcast Episodes
Back to SearchWhy Employer Leadership Matters In Workplace Retirement Plans: From Here to Security With Bob Reynolds
While I've been in the retirement plan business for over twenty years now, one thing I had never found was an easy to read book that an employer or s…
8 years, 11 months ago
Identity Thieves, Hackers & Phishers: Real or Remote Workplace Retirement Plan Threats?
Are workplace retirement plans vulnerable to cyber threats? When it comes to cyber threats & workplace retirement plans, what questions should emplo…
8 years, 11 months ago
Learning From 401(k) Participants' Questions & Actions
Sometimes employers will comment, we don't hear to much about the 401(k) from our employees, well that's not because your employees don't have questi…
8 years, 11 months ago
Learning to Love the Roth 401(k): How They Work and Where They Fit in the Retirement Tool Belt
To Roth or not to Roth, that is the question. With the option to make Roth contributions now offered in well over 50% of workplace retirement plans …
9 years ago
Outsourcing Your 401(k) Fiduciary Responsibility: Can You, Should You & Why Would You?
An offer to outsource or delegate your fiduciary responsibility for your workplace retirement plan can be pretty tempting! When you think about all t…
9 years ago
Real Estate & 401(k) Plans: Investment Menu Diversification or Fiduciary Dilemma
As the most recent bull market continues to mature, some retirement plan sponsors are either exploring or being encouraged to explore ways add divers…
9 years ago
Your Employees & Retirement Planning: Where Can (or Can't) They Go For Help?
Excited to welcome back Peter Dunn, a.k.a. Pete the Planner to the podcast! Our conversation was definitely one of the more entertaining ones that I…
9 years ago
401(k) Changes Are in the Air... Or Are They?
2017 started off with the winds of change blowing through Washington DC and to date has been nothing short of interesting and unexpected with the Tru…
9 years, 1 month ago
401(k) Plan Audits: Truth vs. Myth - Rebroadcast
The main focus of our conversation is determining if some common employer beliefs about retirement plan audits are truth or myth. John also pulls fro…
9 years, 1 month ago
Input from a 401(k) Expert Witness: Does Your Fiduciary Process, Mindset and Foresight Matter?
On previous episodes of the podcast we've heard from ERISA attorneys, consultants and various other specialists sharing their thoughts on how employe…
9 years, 1 month ago