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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…
S6E119 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…
S6E118 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…
S6E117 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…
S6E116 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…
S6E115 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…
S6E114 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…
S6E113 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…
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401(k) Specialist Podcast has published 132 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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