Podcast Episodes
Back to SearchThe Future of Private Equity: Growth, Innovation & Investor Access
Season 2 Episode 8
In this episode of 401(k) Roundtable™, Rick Unser speaks with Jack Weingart, Chief Financial Officer of TPG, a leading global private equity firm. T…
1 year, 3 months ago
Inside Q1 2025: Market Moves, Global Shifts, and Retirement Impacts
Season 2 Episode 7
In this episode of 401(k) Roundtable, Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Together, they…
1 year, 4 months ago
Fiduciary Duty Meets Stewardship: Aligning Compliance with Care
Season 2 Episode 7
In this episode of 401(k) Roundtable, Rick Unser is joined by Todd Solomon, ERISA Attorney and partner at McDermott Will, & Emery Law Firm, for a tim…
1 year, 6 months ago
Modern Plan Design: Navigating 2025's Testing Challenges
Season 2 Episode 6
In this episode of 401(k) Roundtable, host Rick Unser and Alison Cohen, ERISA Attorney and Partner at Ferenczy Benefits Law Center, explore nondiscri…
1 year, 6 months ago
What's Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What's Next
Season 2 Episode 5
In this episode of the 401(k) Roundtable™, we're joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Invest…
1 year, 8 months ago
The Evolution of Financial Wellness: Why It Matters in the Workplace
Season 2 Episode 4
In this episode of 401(k) Roundtable™, we delve into the evolving concept of financial wellness, its growing importance in the workplace, and how or…
1 year, 9 months ago
Election 2024 Aftermath: Retirement Policies and Market Reactions
Season 2 Episode 3
This episode of 401(k) Roundtable™ explores the implications of recent election results on retirement policies and market reactions. Joining us for t…
1 year, 10 months ago
Business Insights: Navigating the Economic Terrain
Season 2 Episode 2
Host Rick Unser and Jeff Schulze, CFA, Head of Economic & Market Strategy at ClearBridge Investments, delve into the current economic landscape as we…
1 year, 11 months ago
Transforming Employee Retirement Outcomes with Smart 401(k) Design Choices
Season 2 Episode 1
In the debut episode of 401k Roundtable, we dive into Vanguard's latest "How America Saves" report, which sheds light on the latest trends in 401(k)…
2 years ago
Are We Approaching The Tipping Point For Private Equity & 401(k) Plans?
It's been a minute since we focussed on PE and retirement plans. To dive into this I have Dan Cahill of the private equity firm Partners Group, one o…
3 years, 7 months ago