Podcast Episodes
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Bitcoin & 401(k) Plans: Logical Evolution or Playing With Fire?
This week, we tackle a timely topic straight out of the headlines, Bitcoin or Digital assets and 401(k) plans. Joining me is Dave Gray, the Head of W…
4 years, 3 months ago
ESG Investing & Retirement Plans: The What, Why & How
Finally, the much promised episode about ESG investing & retirement plans. Sorry it took so long, but it's definitely worth the wait. Joining me is J…
4 years, 4 months ago
Defending 401(k) Plans: David Levine, Groom Law Group
This week, we have my promised update from the defense bar perspective on the many happenings in the world of retirement plans. Joining me is repeat…
4 years, 5 months ago
2022 So Far: Looking Back, Right In Front Us and Ahead
This week we have an action packed episode where we reflect back on the first quarter of 2022. What a wild one it was! We then discuss several hot to…
4 years, 5 months ago
Does TikTok Have It Right On 401(k) Plans?
On this episode we have a little fun and take on some information on 401(k)s that you may or may not have seen on TikTok. You will hear my inspiratio…
4 years, 6 months ago
Thoughts For Employers (& The Retirement Industry) To Better Support The Minority Community
This week I am excited to welcome back Jerome Clark, portfolio manager of the T. Rowe Price Target Date Strategies. For a curveball, we are not going…
4 years, 7 months ago
Impact & Implications For Inflation & Retirement Plans
This week I am excited to welcome back Rob Arnott, Founder & Chairman of Research Affiliates to dive into the trick topic of inflation and its impact…
4 years, 7 months ago
What Happens When 401(k) Plans Catch-up With Technology?
Day by day, year by year, technology plays are bigger and more important role in our lives. When it comes to retirement savings, how could technology…
4 years, 7 months ago
Jerry Schlichter: Retirement Plan Litigation Outcomes & Observations
Today, I am excited to share the latest installment of what has become almost an annual conversation with Jerry Schlichter, Managing Partner of Schli…
4 years, 8 months ago
The Business of Being in the 401(k) Business: Employee Education
I am excited to get to get the podcast kicked off this year with a fast paced and wide ranging conversation with Peter Mollouk, President & CEO of Cr…
4 years, 8 months ago