Podcast Episodes
Back to Search401(k) Plan Fees: Can Benchmarking Determine Value & Reasonableness?
Episode Description
It should be no surprise that 401(k) plan fees have been the hot topic of discussion amongst both plan sponsors and the industry.…
10 years, 3 months ago
Take a Trip in the 401(k) Time Machine!
Episode Description
As the Greek Philosopher Heraclitus said, the only thing that is constant is change. At no time has that statement likely been m…
10 years, 4 months ago
Learning From Your 401(k) Participants Questions & Actions
Episode Summary
Sometimes employers will comment, we don't hear to much about the 401(k) from our employees, well that's not because your employees d…
10 years, 4 months ago
Three Key Pillars of Target Date Fund Evaluation
Episode Description
By leaps and bounds, target date funds, or lifecycle funds are the fastest growing investment in 401(k) plans primarily due to th…
10 years, 4 months ago
401(k) Plan Loans: Necessary, Evil or .....?
Episode Description
Over the years, participant 401(k) plan loans have gotten a bad rap both with plan sponsors and within the industry. In this epi…
10 years, 4 months ago
Genders, Generations & 401(k) Plans
Episode Summary
You might have heard that Men are from Mars and Women are from Venus, you also might understand a thing or two about Millenials, Gene…
10 years, 4 months ago
Impact of Rising Interest Rates on Your 401(k) Investment Menu
Episode Summary
If you are at all curious about how rising interest rates here in the United States could impact your 401(k) investments, employees a…
10 years, 4 months ago
How Employer Culture and Leadership Creates Successful 401(k) Participant Outcomes
Episode Summary
Well, I have to admit, this episode didn't unfold quite the way I thought it was going to, however, thanks to my guest, Peter Dunn, a…
10 years, 5 months ago
Reevaluating your 401(k) Capital Preservation Strategy
Episode Summary
Today's episode is absolutely packed with information for all plan sponsors regardless of the current "cash" or capital preservation …
10 years, 5 months ago
New DOL Conflict of Interest Rule: What Employers Should Know
Episode Summary
The new DOL Conflict of Interest Rule, what is also being referred to as the new DOL Fiduciary Rule, has introduced changes that some…
10 years, 5 months ago