ABOUT THIS PODCAST 🔗
Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
Hosts:
Update frequency:
biweekly
Average audio length:
67 minutes
Guest interviews
English
United States
100 episodes
since Dec. 6, 2019
episodic
LATEST EPISODE 🔗
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…
PREVIOUS EPISODES 🔗
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…
The 401k Girls are back. Hayley Porter and Jessica Porter return to talk acquisitions, target-date funds, financial literacy, vibe coding, and getting more women into financial services. Plus Fact or Fiction Thursday, a Chat Bar Champion challenge, and the usual chaos.
We dig into the Ascensus…
Disclaimer: The podcast and artwork embedded on this page are from Retireholics, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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