SOBRE ESTE PODCAST 🔗

Apresentadores:
Frequência de atualização:
every 46 days
Duração média do áudio:
58 minutes
Entrevistas com convidados
Inglês
Estados Unidos da América
274 episódios
desde 3 de Fevereiro de 2016
episodic

ÚLTIMO EPISÓDIO 🔗

What happens to a 401(k) account after an employee leaves, and what happens to those accounts when an entire plan terminates? On this episode of 401(k) Roundtable, Peter de Silva, CEO of IRALOGIX, joins us to discuss the often-overlooked back end of retirement plans. We explore the challenges surr…

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EPISÓDIOS ANTERIORES

The future of investing isn't just about numbers—it's about embracing a seismic shift in how markets, macro forces, and innovation like AI reshape the landscape. In this episode, Jean Boivin of BlackRock Investment Institute and Greg Hamilton, CIO of a Financial Holding Corporation, reveal how a "f…
AI is transforming the future of retirement planning — but what does that really mean for plan sponsors and participants today? In a landscape where AI capabilities evolve faster than regulations can keep up, how can financial services stay responsible without falling behind? Rick Unser hosts indu…
In this episode of The 401(k) Roundtable, host Rick Unser goes behind the curtain on mergers and acquisitions with two seasoned leaders who live this work every day. Casey Craig, Executive Vice President and Head of the Large, Mega, NfP, and PEO Markets at Empower, and April Bettencourt, Vice Presi…
In this episode of The 401(k) Roundtable, host Rick Unser dives into one of the most talked‑about—and most challenging—topics in retirement: turning savings into sustainable income. Rick is joined by Fiona Greig, Global Head of Investor Research and Policy at Vanguard, and Eric Jackson, Benefit Pla…
In this episode of The 401(k) Roundtable, host Rick Unser welcomes Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to unpack the economic story of 2025 and what it means for retirement plans. From market resilience in the face of geopolitical unrest and sticky inflation to t…
In this episode of the 401(k) Roundtable, Rick Unser is joined by John Beshears, Professor at Harvard Business School, and Brad Champagne, VP of Human Resources at Mission Linen Supply, to explore how behavioral finance and thoughtful plan design are reshaping retirement outcomes. They reflect on …
In this episode of 401(k) Roundtable, Rick Unser is joined by Andrew Biggs, Senior Fellow at the American Enterprise Institute, and Mina Biggs, Chief People Officer at Hanson Professional Services. Together, they unpack the so-called "retirement crisis," exploring generational attitudes toward savi…
In this episode, Rick Unser is joined by Robert Fortin from Amtrak and Kristina Cox from Recology — two HR leaders with deep experience in optimizing employee benefits. They discuss the intricacies of 401(k) plans, particularly focusing on the differences between union and non-union benefits, deci…
In this episode of 401(k) Roundtable, Rick Unser is joined by Charlie Bilello, Chief Market Strategist at Creative Planning. Known for The Week in Charts on YouTube and as co-host of the Signal or Noise? podcast with Peter Mallouk, Charlie brings a data-driven perspective to today's markets. The c…
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