이 팟캐스트 소개 🔗
Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
진행자:
업데이트 빈도:
every 16 days
평균 오디오 길이:
67 minutes
게스트 인터뷰
영어
미국
에피소드 101 개
2019년 12월 6일부터
episodic
최신 에피소드 🔗
Zachary Dennis joins the Retireholics crew to dig into why TPAs are hot right now, private equity exit strategies, and cash balance plan design challenges. Plus: how behavioral nudges and financial wellness tools are reshaping retirement savings.
In this episode, guest Zachary Dennis and the c…
이전 에피소드 🔗
Retireholics break down the biggest trends reshaping the retirement plan industry: Edward Jones and RPAG collaboration, Great Gray ownership shifts, and how aggregator models with private equity are changing the competitive landscape for advisors and plan sponsors.
In this episode, the Retireh…
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 …
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, …
Tod Ruble from Custodia breaks down hybrid capital structures, 3(38) fiduciary responsibilities, and what advisors need to know about plan custodian security after the TrueStage cyber disaster. Learn the real risks and pricing models.
In this episode, host JD Carlson sits down with Tod Ruble t…
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…
This week's special guest is Kevin Spaeth of PenChecks Trust. Topics to include: Voya Financial partners with SinglepointAI Inc. in TPA onboarding tech play, (k)quote and 3(38) Investment Fiduciaries become FIDUCION, PLANSPONSOR Magazine's 2026 Recordkeeping Survey
Brian Danos joins JD Carlson to break down participant vs. employer-paid fee strategies, recordkeeper pricing tactics, and how AI is transforming 401(k) compliance documents. Essential insights for advisors navigating fee debates and modernizing plan administration.
In this episode of Retireholic…
Diving deep on participant notices, missing participants, beneficiaries, hard copy vs. electronic options.
Also covering the 401k headlines/news of the week.
Super pumped to have Todd Harlow of Hero7 on the RH Show!
Topics to include: Say It Aint So BenefitsLink, Fred Reish's New Website, National Association of Plan Advisors Endorses Private Equity and Crypto?, What is the AARP and What Does It Do? Ascensus/Future Plan Launches PEP with Voya Fina…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Retireholics에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
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