Opportunity in the SMB Market with Principal Financial Group’s Sean Jordan
The small to mid-size business retirement plan market is a key growth opportunity for advisors who are looking to expand their client base and provide much-needed benefit solutions to a traditionally ...
24 Okt 202414min
The Road to Better Retirement Outcomes with MFS' Jeri Savage
In this episode of the 401(k) Specialist Podcast, we’ll travel down the road to better participant outcomes with MFS Investment Management’s Jeri Savage, who will direct us through the key insights fr...
21 Okt 202418min
Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now ...
14 Okt 202410min
Solving the Portability Puzzle with Allianz Life’s Ben Thomason
Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few years, and the stakes are high to get it right and cut down on costly an unnece...
30 Sep 202414min
Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of re...
9 Sep 202414min
The Past, Present and Future with Morningstar Retirement’s Brock Johnson
Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the co...
26 Aug 202419min
Exploring Retirement Income Strategies with Joshua Grass and Todd Levy
The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models center...
5 Aug 202418min
What's Behind a Remarkable 25-Year Milestone for Invesco's Kevin Holt
It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, ...
22 Jul 202413min
