ABOUT THIS PODCAST 🔗
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
Hosts:
Update frequency:
every 16 days
Average audio length:
14 minutes
Guest interviews
Has sponsors
English
United States
145 episodes
since June 5, 2020
episodic
LATEST EPISODE 🔗
Growth stocks—and more recently a relatively small group of mega-cap technology companies—have dominated market attention for much of the past decade. But shifting market conditions are putting a renewed spotlight on diversification, valuations and the role value investing can play in retirement pl…
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PREVIOUS EPISODES 🔗
Fiduciary responsibility has always been a core part of running a retirement plan, but with continued litigation, an evolving investment landscape and changing regulatory expectations, staying on top of those responsibilities isn’t getting any easier.
So how can retirement plan advisors make fiduci…
It’s been a little more than a year since President Trump signed an executive order seeking to expand access to alternative assets in 401(k) plans, clearing a path for private equity, private credit and other alternatives to become part of the defined contribution plan equation.
But creating the pr…
As market volatility, concentration risk and evolving retirement income needs reshape the defined contribution landscape, plan sponsors are taking a fresh look at the role of active management in participant portfolios.
That is the subject of 401(k) Specialist’s latest “Deep Dive,” and it’s what we…
SWAY | LIVE, the retirement industry’s most unique annual conference—and the only one focused on helping retirement industry professionals build their personal brand—is coming to Boulder, Colorado Aug. 2-4.
Event founder and organizer Sheri Fitts, the speaker, creator and catalyst at Sheri Fitts &a…
The recently released 2026 Social Security Trustees Report once again shortened the timeline for when the trust funds paying out benefits to more than 75 million Americans will become insolvent unless lawmakers finally step in and do something about it.
To find out what the new report really means …
When retirement policymakers sought to incentivize small businesses to begin offering retirement plans in an effort to help close the coverage gap, they did so in part by creating greatly expanded federal tax credits that would offset their cost in providing those plans.
But research has found fewe…
As part of 401(k) Specialist’s Q2 Deep Dive on target-date funds, Editor-in-Chief Brian Anderson sits down with Mercer Director of Defined Contribution Strategic Research Teams Preet Prashar to discuss the rapidly evolving TDF landscape—from market concentration and glidepath design to passive inve…
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist about the 401(k) Girls, a financial education platform aiming to make financial wellness accessible and exciting for professionals and their clients.
Jessica and Hayley, who …
Advisor Insights
Winning the Finalist Presentation: How offering a "Hope-based" engagement model like GigMatch differentiates you from advisors stuck in "Fear-based" messaging
Reducing Financial Stress for Sponsors: Leveraging the $5/month subscription model as a low-cost, high…
Disclaimer: The podcast and artwork embedded on this page are from 401(k) Specialist Magazine, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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