How GigMatch Creates Retirement Hope: George Fraser
Advisor Insights Winning the Finalist Presentation: How offering a "Hope-based" engagement model like GigMatch differentiates you from advisors stuck in "Fear-based" messagingReducing Financial Stress...
20 Apr 13min
What Participants Really Think with Invesco’s Greg Jenkins
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 ta...
6 Apr 11min
Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
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. ...
23 Mars 19min
How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
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 exam...
9 Mars 25min
How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
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 p...
23 Feb 25min
What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
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...
27 Jan 18min
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
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 ret...
12 Jan 10min
Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso
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 particip...
29 Dec 202521min
