Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso
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." Danie...
21 Juli 202514min
Previewing SWAY | LIVE 2025 with Sheri Fitts
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 pe...
16 Juni 202515min
Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision'
Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptoc...
2 Juni 20259min
Unlocking SMB Market Success with 401GO’s Stan Smith
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 expectati...
12 Maj 202520min
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
The integration of guaranteed lifetime income solutions into workplace retirement plans remains a hot topic among plan advisors, sponsors and participants. To get an idea of the current state of these...
28 Apr 202519min
Creating the 'Next-Gen 401(k) Report' with KWP Growth Partners’ Will Prest and Lisa Kottler
The inaugural "Next-Gen 401(k) Report" from KWP Growth Partners is being released on April 8, unveiling a dozen transformative trends that are shaping the future of retirement plans, putting the spotl...
7 Apr 202516min
Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong
In this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin Armstrong, co-lead manager of the Invesco Comstock Fund, who is...
24 Mars 202519min
Taking the Reins at Viking Cove Institute: New President Amy Glynn
It was announced at the start of the recent Viking Cove Institute 2025 Industry Leaders Summit that well-known retirement industry veteran Amy Glynn would be taking the reins as President at the uniqu...
10 Mars 202511min
