Podcast Episodes

Part 3 of 3: Fundamentals of 401(k) Investment Menu Design

This is the final installment of our three part mini-course on investment menu construction.  Each of the three episodes were designed to help employ…

9 years, 10 months ago

Why Pivot From 401(k) Education to Financial Wellness?

Episode Description

When I first started to research this episode, the idea of talking about financial wellness with what I thought of as a tax or ac…

9 years, 10 months ago

Student Loan Debt: Perspectives on the Challenges & Solutions

Episode Description

Thanks to my parents diligently setting aside money in savings bonds and my decision to attend an in-state school I was very fort…

9 years, 11 months ago

401(k) Investment Vehicles Beyond Mutual Funds

Episode Description

You might be asking yourself, what else is there and why should I consider any investment vehicle other than a mutual fund?  Well…

9 years, 11 months ago

Recent 401(k) Litigation & DOL Activity

Episode Description

I am proud to say that this episode, well except for the title, was greatly influenced by input I received from our email subscri…

9 years, 11 months ago

Cyber Security & Your 401(k) Plan: Real or Theoretical Risk?

Episode Description

Alright, let me know if you have heard this one, a lawyer, an insurance broker and a retirement consultant walk into a bar, oh th…

9 years, 11 months ago

Part 2 of 3: Fundamentals of Investment Menu Construction

Episode Description

This episode is part two of our three part mini course on constructing a 401(k) investment menu.  In part one, we covered current…

10 years ago

Financial Wellness: Passing Fad, or... the Future?!

Episode Description

You have likely had someone pitch or discuss with you the idea of introducing financial wellness to your employee population, or …

10 years ago

Should I Stay... or Should I Go?

Episode Overview

Have you ever wondered why other employers and plan sponsors either stay with or make changes to their retirement service providers?…

10 years ago

401(k) Plan Data: Transforming Information, into Insights!

Episode Summary

If you have ever felt like there is more you can do with or learn from your 401(k) plan data, this is the episode for you! To help ex…

10 years ago