x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

401(k) Roundtable

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.

business business news

All Episodes

01:04:10

Behavioral Finance Meets 401(k): What the Data Says...

401(k) Roundtable ·

2025/11/20

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 a decade of data since Mission Linen revamped its 401(k) defaults and discuss the impact of auto-enrollment, investment choices, and employee engagement. The conversation also dives into emerging ideas

en

01:03:15

Rethinking Retirement: Is the Crisis as Bad as We Think?

401(k) Roundtable ·

2025/10/28

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 saving, the evolving structure of retirement plans, and how government policies like the SECURE Act 2.0 aim to move the needle. From the role of Social Security to the importance of workplace financial

en

46:28

Engage, Educate, Evolve: Building Better 401(k) Plans...

401(k) Roundtable ·

2025/10/09

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, decision-making processes in benefits offerings, and the importance of employee engagement. They explore the implications of Secure 2.0, the challenges of communicating total rewards to employees, and the

en

44:33

Predicting Market Pricing Perfection: Pain or...

401(k) Roundtable ·

2025/07/29

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 conversation covers market volatility, bear market patterns, and the enduring importance of diversification. They also explore the performance of international vs. U.S. stocks, the strength of the dollar,

en

55:03

The Future of Private Equity: Growth, Innovation &...

401(k) Roundtable ·

2025/06/10

In this episode of 401(k) Roundtable™, Rick Unser speaks with Jack Weingart, Chief Financial Officer of TPG, a leading global private equity firm. They examine how macroeconomic shifts, technological advancements like AI, and a declining number of public companies are shaping private equity investment strategies. The discussion also touches on the role of institutional investors and the growing interest in making private equity accessible through workplace retirement plans. Jack offers a thoughtful

en

58:55

Fiduciary Duty Meets Stewardship: Aligning Compliance...

401(k) Roundtable ·

2025/03/25

In this episode of 401(k) Roundtable, Rick Unser is joined by Todd Solomon, ERISA Attorney and partner at McDermott Will, & Emery Law Firm, for a timely conversation on the evolving fiduciary landscape. They explore trends in ERISA litigation, the impact of the current administration on the Department of Labor, and the shifting expectations around fiduciary duties. Key topics include the balance between duty of loyalty and prudence, the role of participant demographics in plan decisions, and the

en

55:01

What’s Driving the Market in 2025? Key Insights on...

401(k) Roundtable ·

2025/01/28

In this episode of the 401(k) Roundtable™, we’re joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investments and Bob Chapman, Chief People Officer of Trilon Group. They dive into the current state of the investment landscape and focus on the performance of U.S. equities, particularly the S&P 500, and the growing concerns over market concentration. The discussion touches on how generational perspectives influence investment decisions, the impact of

en

55:30

The Evolution of Financial Wellness: Why It Matters...

401(k) Roundtable ·

2025/01/06

In this episode of 401(k) Roundtable™, we delve into the evolving concept of financial wellness, its growing importance in the workplace, and how organizations can integrate it effectively. We explore the role of corporate culture in promoting financial wellness and the necessity of making financial wellness a priority within companies. Our guests include Sean Jordan, Vice President of Small and Mid-Market Segments at Principal, and Barbara Coombe, Director of Financial Wellness Benefits at Shaw

en

01:05:33

Election 2024 Aftermath: Retirement Policies and...

401(k) Roundtable ·

2024/11/19

This episode of 401(k) Roundtable™ explores the implications of recent election results on retirement policies and market reactions. Joining us for this month's roundtable discussion are two leaders from Creative Planning: Sam Henson, Director of Compliance Services, and Jamie Battmer, Chief Investment Office. We discuss the nonpartisan nature of retirement systems, the emotional responses of markets, and the potential changes in 401k policies with a new administration. They also delve into the role

en

9 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...