401(k) Specialist Podcast

401(k) Specialist Podcast

401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

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Avsnitt(144)

Jania Stout

Jania Stout

When you want to gain insight about what’s going on in the retirement industry, you want to talk to someone who’s in the loop and immersed in the business. We can’t think of someone who fits that desc...

6 Okt 202312min

Jennifer Flitton

Jennifer Flitton

Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington ...

25 Sep 202311min

Andrew Biggs

Andrew Biggs

Andrew Biggs Explains Why There is Really Is No Retirement Crisis In an environment where Americans are repeatedly told by mainstream media that they are facing a serious retirement savings crisis bec...

8 Sep 202317min

Derek Fiorenza

Derek Fiorenza

Building Client Relationships with Advisor Derek Fiorenza Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain t...

28 Aug 202315min

Joe Hendrickson & Brian Lenz

Joe Hendrickson & Brian Lenz

Lifetime Income Solutions in 401(k)sAllianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market Momentum In-plan guaranteed lifetime income solutions, such as annuities, have received p...

8 Aug 202317min

Fred Reish

Fred Reish

Fred Reish’s DOL Fiduciary Rule Update The retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its fiduciary rule, and...

26 Juli 202317min

Rebecca Hourihan

Rebecca Hourihan

Retirement Advisor Marketing with Rebecca Hourihan We were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) marketing efforts these days, and what kind of investmen...

23 Juni 202313min

Justin Livengood

Justin Livengood

Exploring the Mid-Cap Market with Invesco’s Justin Livengood Our guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment...

25 Maj 202316min

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