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S7E139 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…
S7E138 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…
S7E137 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…
S7E136 How GigMatch Creates Retirement Hope: George Fraser
Advisor InsightsWinning the Finalist Presentation: How offering a "Hope-based" engagement model like GigMatch differentiates you from advisors stuck in "Fear-based" messagingReducing Financial Stress…
S7E135 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…
S7E134 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)…
S7E133 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…
S7E132 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…
S7E131 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,…
S7E130 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…
S6E129 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…
S6E128 Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
A recent survey from American Century Investments reveals some surprising disconnects between retirement plan sponsors and the workers participating in their 401(k) plans. The findings uncovered some…
S6E127 Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Retirement technology is rapidly transforming the way advisors and plan sponsors deliver planning advice. In this episode of the 401(k) Specialist Podcast, Editor-in-Chief Brian Anderson sits down…
S6E126 Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO,…
S6E125 Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins, CFA,…
S6E124 Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning
Automated plan features in 401(k)s such as auto-enrollment and auto-escalation have become essential tools for boosting employee participation and contribution levels.Marc Howell and Felix Okwaning,…
S6E122 Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when they’re triggered, how they’re calculated, and why they…
S6E123 Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administration, many advisors, plan sponsors and…
S6E121 Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos
Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing…
S6E120 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…
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401(k) Specialist Podcast has published 139 episodes since June 2020, covering topics in Business, Investing.
401(k) Specialist Podcast is currently highly active with new episodes every 2 weeks. Average episode length is 14m.
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