JD Carlson on Legislation, M&A, and Long Boards
In this episode, Bill and Heather and joined by arguably one of the coolest guys in retirement — Owner of Plan Design Consultants, JD Carlson. JD is also the host of Retireholics, a weekly show where retirement industry professionals get together to talk shop. And, while he spends most of his time …
Peps—Hot or Not? Pros and Cons of Pooled Employer Plans with Pete Swisher and JD Carlson
Welcome to the Great 401(k) Podcast Debate, a series of point/counterpoint episodes involving controversial topics in the retirement plan space, and pooled employer plans (PEP) are undoubtedly controversial.
Are PEPs living up to their promise? Are they lowering costs and increasing efficiencies fo…
401(k) Plans with JD Carlson
On this show, we talked about how 401(k) plans have become more user friendly, how people can best take advantage of them and the confidence you have when you better understand your financial situation. JD is the CEO of Plan Design Consultants and the host of the Retireholi(k)s podcast. Listen to f…
Summer Hiatus - Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!
We are taking a brief summer hiatus. Enjoy this episode from the archives. New episodes will resume again in August. Enjoy!
This episode is fresh out of the 401(k) Fridays Podcast experiment lab. Today my guest JD Carlson, the President & CEO of the legendary Third Party Administration firm Plan D…
Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!
This episode is fresh out of the 401(k) Fridays Podcast experiment lab. Today my guest JD Carlson, the President & CEO of the legendary Third Party Administration firm Plan Design Consultants and Host of the Retireholi(k)s show we poke a little bit of fun with 401(k) speak. Each of us took the time…
Patch-Burned Into History - BGWT 106
In this episode of Blazin’ Grazin’ and Other Wild Things, we’re honored to host Dr. Dave Engle, Regents Professor Emeritus at Oklahoma State University and a pioneer in fire ecology. From wildland firefighting in New Mexico to building OSU’s fire program with just two torches and a vision, Dave sha…
Sheri Fitts: Plan Design, Fiduciary Duties & PEPs | Retireholics
Sheri Fitts joins JD Carlson to break down stretch matches vs. non-elective contributions, fiduciary responsibilities, and the latest on pooled employer plans. Essential listening for 401(k) advisors staying ahead of plan design trends.
In this episode, Sheri Fitts dives deep into critical pla…
John Lestock: Predatory Sales & M&A Trends | Retireholics
John Lestock joins JD Carlson to expose predatory 401(k) sales tactics and break down the latest industry acquisitions reshaping the recordkeeper landscape. From USI to Aon to Empower's bold moves, here's what advisors and plan sponsors need to know.
The 401(k) industry is consolidating fast, …
401(k)ouple discuss AI, private equity, & plan design
Retireholics crew & the 401(k)ouple dive deep into how AI is reshaping advisor workflows, the role of private equity in retirement plans, and what plan design looks like when TPAs and recordkeepers are at the table.
This episode tackles the biggest trends hitting the 401(k) industry right now.…
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