Utilizing Fiduciary Support with Morningstar’s Nathan Voris
Fiduciary responsibility has always been a core part of running a retirement plan, but with continued litigation, an evolving investment landscape and changing regulatory expectations, staying on top ...
21 Sep 11min
Private Markets in 401(k)s: Wilshire’s Todd Cassler Explains Hurdles to Adoption
It’s been a little more than a year since President Trump signed an executive order seeking to expand access to alternative assets in 401(k) plans, clearing a path for private equity, private credit a...
9 Sep 9min
Rethinking Active Management for Today’s 401(k) Plans with MFS’ Jeri Savage
As market volatility, concentration risk and evolving retirement income needs reshape the defined contribution landscape, plan sponsors are taking a fresh look at the role of active management in part...
10 Aug 24min
Sheri Fitts: Personal Branding a Focus at 2026 SWAY | LIVE
SWAY | LIVE, the retirement industry’s most unique annual conference—and the only one focused on helping retirement industry professionals build their personal brand—is coming to Boulder, Colorado Aug...
6 Juli 15min
Social Security's Reckoning: Dr. Jason Fichtner Explains What the New Trustees Report Means for 401(k) Savers
The recently released 2026 Social Security Trustees Report once again shortened the timeline for when the trust funds paying out benefits to more than 75 million Americans will become insolvent unless...
24 Juni 14min
Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler
When retirement policymakers sought to incentivize small businesses to begin offering retirement plans in an effort to help close the coverage gap, they did so in part by creating greatly expanded fed...
3 Juni 11min
Exploring the Target Date Landscape with Mercer’s Preet Prashar
As part of 401(k) Specialist’s Q2 Deep Dive on target-date funds, Editor-in-Chief Brian Anderson sits down with Mercer Director of Defined Contribution Strategic Research Teams Preet Prashar to discus...
21 Maj 16min
The 401k Girls Are Making Financial Planning Actually Fun
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist about the 401(k) Girls, a financial education platform aiming to make financi...
4 Maj 10min
