Podcast Episodes
Back to SearchActive Investment Management in Retirement Plans: Can a Prudent Fiduciary Only Select Index Funds Now?
More and more frequently when I see a news piece or industry article about 401(k) or workplace retirement plans, a key element is invariably fees. G…
9 years, 1 month ago
Morningstar Research & Common Workplace Retirement Plan Assumptions
Its episodes like these that were one of my primary motivations for starting the podcast, examining current beliefs or messaging in the marketplace a…
9 years, 2 months ago
Retirement Income is the Outcome: Will Your Employees Outlive Their Savings?
Think for a minute about how much effort you and your retirement service partners have put into encouraging more employees to save and invest properl…
9 years, 2 months ago
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 simpl…
9 years, 2 months ago
Target Date Retirement Funds: Morningstar Shares Insights For Retirement Plan Fiduciaries
It wouldn't be an exaggeration to say that Target Date Funds (TDFs) have grown exponentially within the last few years. As a retirement plan fiduciar…
9 years, 2 months ago
Inspirations, Reflections & Aspirations: The 401(k) Fridays Podcast at 75
We turned the tables for the 75th episode of the 401(k) Friday's Podcast. Whether you are a regular listener or new to the 401(k) Fridays Podcast, t…
9 years, 2 months ago
Global Retirement Benefits: Does Our 401(k) Plan Work Outside the U.S.?
This is a replay of my conversation with Nicholas Dobelbower, Vice President and Practice Leader of Lockton's Global Benefits Practice. Just a previ…
9 years, 3 months ago
401(k) Border Crossings: Time to Expand or Restrict International Investment Choices?
In our fast-paced world and ever evolving global financial markets, keeping your 401(k) investment menu consistent with the times can be challenging.…
9 years, 3 months ago
A Broker, Cowboy or Consultant: Which Type of 401(k) Advisor Are You Working With?
Employers and Retirement Plan Fiduciaries have the difficult task of selecting retirement plan advisors. The names and titles alone can be incredibly…
9 years, 3 months ago
State Retirement Plans: The Road Ahead for California Secure Choice
When I ask employers if they have the information they need on the soon to launch state run retirement plans, I get reactions that range from "What s…
9 years, 3 months ago