Podcast Episodes
Back to SearchCan You Create A "Perfect Retirement Plan"?
I'll have to admit, when I first heard of Don Barden and the "Perfect Plan" I was pretty skeptical. What does "perfect" mean? Who gets to judge "pe…
9 years, 4 months ago
Helping With Your Employees Debt… Opportunity or Over Stepping?
Debt impacts your employees ability to save for retirement, pursue other financial goals, their productivity and physical health! You might be surpr…
9 years, 4 months ago
Robots & Retirement Plans: Exploring FinTech & Workplace Retirement Plans
You ever go into a meeting thinking you are going to talk about one thing, but you pretty quickly realize that the person you are meeting with is goi…
9 years, 4 months ago
The IRS & Your 401(k) Plan
Over the years, and certainly recently there has been a lot of focus on the Department of Labor and their role in overseeing workplace retirement pla…
9 years, 4 months ago
Updated - The DOL & Your 401(k) Plan
This is the second episode of today's double header. If you haven't listened to my conversation with Susan Mehlman at Moss Adams about the IRS and y…
9 years, 4 months ago
Behavioral Finance & Workplace Retirement Plans
This episode outlines how the relationship between behavioral finance and retirement plan design has evolved in recent years. Stuart Ritter is fanta…
9 years, 4 months ago
The Business… of Being in the Comprehensive Retirement Business
With almost 70 podcast episodes to date, we've had some amazing guests who have shared their experiences and perspectives to help employers better un…
9 years, 5 months ago
Retirement Plan Design: The Next Frontier
Automatic enrollment, automatic increases and investment default strategies, you've likely heard about these fundamental plan design features either …
9 years, 5 months ago
Has the Index vs. Active Management Debate Finally Been Won?
Have index funds dropped the proverbial mic, walked off the stage and declared victory in the decades long debate of active vs. passive investment ma…
9 years, 5 months ago
Does the Data Support a Current or Future Retirement Crisis?
Ah the good old days, when life was simpler, people retired with pension plans, social security was fully funded and you spent your retirement golden…
9 years, 5 months ago