Podcast Episodes
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Improving Retirement Outcomes: Control Is An Illusion… Or Is It?
If you are looking for a great conversation about the realities, challenges and opportunities for individuals on their journey to retirement, this is…
6 years, 6 months ago
Key 401(k) Management Considerations During COVID-19
This episode is a first in nearly, 200 episodes. We don't have a guest. With as quickly as the financial markets, business conditions and the economy…
6 years, 6 months ago
Better Together: Three Concepts To Improve Employer & Retirement Industry Partnerships
In this unprecedented economic and market environment it is more important than ever for employers and their retirement service partners to work well…
6 years, 6 months ago
Exploring Market Volatility: What Recent Events Could Mean For Stocks, Bonds, Oil & More
Volatility, is an understatement when describing current conditions in the financial markets. To help interpret some recent events and offer thoughts…
6 years, 6 months ago
401(k) Managed Accounts: Current State & The Emergence of Version 2.0
Managed accounts have been around for a while in workplace retirement plans. However, according to my guest Jason Roberts, the founder and chief exec…
6 years, 7 months ago
Employee Data & Cyber Threats: Retirement Plan Issues For the Times
Originally, this was going to be a cyber episode, but based on a recent conversation with plaintiff's attorney Jerry Schlichter and some subsequent l…
6 years, 7 months ago
SECURE Act: Workplace Retirement Plans Impact & Analysis
Despite the divisiveness in our government right now, they were able to get things together and bring us the SECURE Act, arguably the most significan…
6 years, 8 months ago
2020's Perspective: The Death of... Investment Diversification?
The last decade came to a close with us in the midst of a bull market in for the ages, while that was great, what's next? Will the good times continu…
6 years, 8 months ago
2020's Perspective: Jerry Schlichter on the Future of 401(k) Litigation
My now annual conversation with Jerry Schlichter, plaintiffs attorney with Schlichter Bogard & Denton has been one of the more popular episodes on th…
6 years, 8 months ago
2020's Perspective: Will 401(k) Plans Fade or Flourish This Decade?
Welcome back to another year and another decade of the 401(k) Fridays Podcast! Sorry for the delay in getting new episodes out, had some last minute …
6 years, 8 months ago