401(k) Forfeiture Lawsuits and SECURE 2.0 compliance with Richard Clarke
The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where employers are accused of using forfeited funds to benefit the company instead of pla...
24 Feb 202519min
Holly Knight’s High-Profile Move to Alera Group
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent move from NFP to Alera Group, where she is in the newly created role of “Dir...
10 Feb 202511min
Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan
A second Trump Administration, coupled with new leadership at the SEC and Department of Labor, brings the potential for significant changes in the regulatory environment in Washington, including discu...
27 Jan 202510min
Andrew Biggs Rips Congress for Social Security 'Fairness' Act
The Social Security Fairness Act was signed into law by President Joe Biden on Jan. 6 thanks to strong bipartisan support. The intent was to provide greater retirement security and “fairness” to peopl...
13 Jan 202530min
4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark
With the new year quickly approaching, it’s a good time to think about some of the key trends to watch out for in 2025. Vanguard Head of Defined Contribution Research Jeff Clark—who is the author of t...
16 Dec 202410min
How to Better Reach 401(k) Participants with Invesco's Greg Jenkins
t’s always important for retirement plan advisors to know the primary concerns and interests of 401(k) participants in order to be able to communicate with them effectively. Invesco recently conducted...
2 Dec 202414min
How Company Mergers Affect Retirement Plans with Inspira’s Pete Welsh
In this episode, we sit down with Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, to explore the complexities of company mergers and their impact on retirement plans. Wel...
18 Nov 202410min
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
