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PODCAST

401(k) Specialist Podcast

401(k) Specialist Magazine

401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

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All Episodes

13:55

How GigMatch Creates Retirement Hope: George Fraser

401(k) Specialist Podcast ·

2026/04/20

Advisor InsightsWinning the Finalist Presentation: How offering a "Hope-based" engagement model like GigMatch differentiates you from advisors stuck in "Fear-based" messagingReducing Financial Stress for Sponsors: Leveraging the $5/month subscription model as a low-cost, high-impact benefit recommendation for advisors.The "Lifetime Income" Complement: How to use the gig economy to supplement Social Security and 401(k) distributions when the math doesn't quite add

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11:06

What Participants Really Think with Invesco’s Greg...

401(k) Specialist Podcast ·

2026/04/06

There’s a lot of increased attention about adding private markets investments to 401(k) plans in the wake of President Trump’s 2025 Executive Order on alternatives, and participants are starting to take notice. Invesco’s recent DC Participant Pulse Survey had some very interesting findings about participant perceptions of private markets, which we explore in this episode with Greg Jenkins, Managing Director, DC Solutions at Invesco. Greg shares insights about participant familiarity with priv...

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19:33

Modernizing Retirement Plan Infrastructure with...

401(k) Specialist Podcast ·

2026/03/23

Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants.To learn more about how and why it needs to evolve, we talk with techno-business leader Mahesh Natarajan, Chief Revenue Officer at Congruent Solutions, which has been a specialist technology solutions and outsourced plan administration provider to the retirement industry since 2004.We’ll talk about how

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25:45

How Not to Get Sued: Fred Reish on Fiduciary Risk in...

401(k) Specialist Podcast ·

2026/03/09

In this special edition of the 401(k) Specialist Podcast—part of our Deep Dive series on “How Not to Get Sued”—Editor-in-Chief Brian Anderson sits down with legendary ERISA attorney Fred Reish to examine how fiduciary risk is evolving in today’s regulatory and litigation environment.Now serving as Director of Fiduciary and ERISA Practice at Prime Capital Retirement, Reish shares insights on the shifting landscape of ERISA litigation, emerging concerns around private assets in 401(k) plans, and the

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25:34

How Not to Get Sued: Lessons from ERISA Expert...

401(k) Specialist Podcast ·

2026/02/23

Eric Dyson, Executive Director of 90 North Consulting and one of the retirement industry’s more active ERISA expert witnesses, joins the 401(k) Specialist Podcast for a practical conversation on how plan sponsors and advisors can reduce fiduciary risk—and be better prepared if the Department of Labor comes calling.Drawing on his experience testifying in more than a dozen ERISA cases, Dyson shares the most common mistakes he sees in litigation and investigations, why a DOL audit may be a bigger risk

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18:18

What Participants Really Want from Managed Accounts...

401(k) Specialist Podcast ·

2026/01/27

As retirement planning strives to become more personalized, plan sponsors are under increasing pressure to offer solutions that meet participants where they are—not just by age or account balance, but by considering their full financial picture. That’s where workplace managed accounts can really make a difference.Lorianne Pannozzo, Senior Vice President, Personalized Planning & Advice at Fidelity Investments and leader of the firm’s workplace managed accounts program, joins us to explain the

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10:31

Previewing the Nestimate Retirement Income Summit...

401(k) Specialist Podcast ·

2026/01/12

In the first new 401(k) Specialist Pod(k)ast episode of 2026, Editor-in-Chief Brian Anderson sits down with Kelby Meyers, founder and CEO of Nestimate, to explore the evolving landscape of in-plan retirement income and the Nestimate Retirement Income Summit.Meyers discusses the upcoming second annual Nestimate Retirement Income Summit, shares insights on new initiatives at Nestimate—including its recently launched TDF-IQ analytics tool—and weighs in on what the Vanguard-TIAA target-date CIT with a

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21:17

Measuring Retirement Income Outcomes: Allianz Life’s...

401(k) Specialist Podcast ·

2025/12/29

Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement income strategies—and especially various types of annuity products—can shape participant outcomes in a world of longer lifespans and ongoing market uncertainty. In this episode of the 401(k) Specialist Pod(k)ast, Editor-in-Chief Brian Anderson sits down with Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life, to break down the report’s most compelling findi...

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13:04

Glenn Dial of American Century Investments on Why...

401(k) Specialist Podcast ·

2025/12/15

A recent survey from American Century Investments reveals some surprising disconnects between retirement plan sponsors and the workers participating in their 401(k) plans. The findings uncovered some sizable gaps in how each group views participant preparedness, risk tolerance, and even the basic functionality of common retirement products.To break down the results of the 12th Annual National Retirement Survey and shed light on what’s behind these disconnects, we welcome Glenn Dial, Senior

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12:51

Technology and the Future of Retirement Planning with...

401(k) Specialist Podcast ·

2025/12/01

Retirement technology is rapidly transforming the way advisors and plan sponsors deliver planning advice. In this episode of the 401(k) Specialist Podcast, Editor-in-Chief Brian Anderson sits down with Michael Allen, Morningstar Retirement’s Global Head of Retirement Technology, to explore how innovation is making retirement advice more personalized, scalable, and impactful.Allen shares insights on how Morningstar turns ideas into digital solutions, the technologies most likely to redefine the

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13:50

Technology and the Small Plan Market with 401GO’s Sue...

401(k) Specialist Podcast ·

2025/11/03

Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO, and Cheryl Morrison Deutsch, the company’s Chief Experience Officer, to explore how modern automation, integration, and design thinking are helping small businesses launch and manage 401(k) plans more efficiently than ever before. Key Insights Driving Financial Equity Through Innovation By integr...

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10:11

Private Markets and 401(k)s: Invesco’s Greg Jenkins...

401(k) Specialist Podcast ·

2025/10/20

Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins, CFA, Managing Director of Defined Contribution Solutions at Invesco to explore what this potential shift could mean for advisors, plan sponsors, and participants alike.Jenkins, who works with plan sponsors, consultants and advisors on DC-related products and custom applications, shares his thoughts on the

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23:20

Challenging Common Beliefs About Automated Plan...

401(k) Specialist Podcast ·

2025/10/06

Automated plan features in 401(k)s such as auto-enrollment and auto-escalation have become essential tools for boosting employee participation and contribution levels. Marc Howell and Felix Okwaning, who are both Managing Directors—Enhanced Plan Design at Principal Financial GroupⓇ, share some compelling new research showing employees not only stay in auto features but increasingly expect them, explore budget-friendly strategies to implement them, and discuss how failing to act can create cos...

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9:35

Managing Market Value Adjustments with Lincoln...

401(k) Specialist Podcast ·

2025/09/22

In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when they’re triggered, how they’re calculated, and why they matter.Bill McLaren, Stable Value Business Leader for the Retirement Plan Services Business at Lincoln Financial, joins us to explain why MVAs can catch plan sponsors off guard—especially during a recordkeeper change—and what advisors can do to protect participants.Find out more about stable value investment

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16:11

Private Equity’s Potential to Help 401(k)...

401(k) Specialist Podcast ·

2025/09/08

Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administration, many advisors, plan sponsors and fiduciaries are understandably hesitant to jump in. To get a better idea of what private equity investments can bring to the table, we speak with Maura Reilly Kennedy and Michelle Rappa of investment manager Neuberger Berman, a pair of highly accomplished subject matter experts when it comes to private eq...

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15:00

Stable Value Funds: Balancing Safety and...

401(k) Specialist Podcast ·

2025/08/25

Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing retirement who want to reduce market risk while still earning a competitive yield. But recent market conditions and interest rate changes have raised new considerations for these low-risk options.In this episode of the 401(k) Specialist Podcast, Matt Condos, Senior Vice President of Retirement Plan Services

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14:38

Defining Value Creation in the Decumulation Phase...

401(k) Specialist Podcast ·

2025/07/21

As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring sustainable income—what’s also known as "value creation."Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life Insurance Company of North America, joins the 401(k) Specialist Pod(k)ast to shed light on the changes and innovations shaping the future of retirement security. In her role, Kelso provides research, analytics and product

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15:13

Previewing SWAY | LIVE 2025 with Sheri Fitts

401(k) Specialist Podcast ·

2025/06/16

The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in personal branding for financial advisors and 401(k) marketing. Audio here Sheri explains what sets the conference apart. It focuses on helping attendees strengthen their personal brand through storytelling and human connection. Additionally, she highlights key agenda items and explains why the event

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9:09

Knut A. Rostad: Why EBSA Crypto Guidance Reversal is...

401(k) Specialist Podcast ·

2025/06/02

Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptocurrency investments in 401(k) plans.The move is seen as a removal of a big regulatory roadblock that forced plan fiduciaries to exercise “extreme care” before adding crypto to 401(k) investment menus, in line with the Trump administration’s expressed desire to eliminate what it sees as regulatory

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20:51

Unlocking SMB Market Success with 401GO’s Stan Smith

401(k) Specialist Podcast ·

2025/05/12

One of the most promising—and rapidly evolving—segments of the retirement plan industry is the small- to medium-sized business (SMB) market. With a wave of government incentives and employee expectations for workplace benefits on the rise, the time is ripe for innovation and growth.To help unpack the challenges and opportunities in serving this critical market, we’re joined by Stan Smith, Chief of Growth at 401GO, a digital-first recordkeeper focused on making 401(k) plans more accessible and

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136 results

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