401(k) Specialist Podcast

Dec 02 2024 107 ep. 13 mins 20
401(k) Specialist Podcast artwork

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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How to Better Reach 401(k) Participants with Invesco's Greg Jenkins

Dec 02 2024 14 mins  
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 some new research on the mindset of participants, and in this episode of the 401(k) Specialist Pod(k)ast, we talk with Greg Jenkins, Managing Director and Head of Institutional Defin

How Company Mergers Affect Retirement Plans with Inspira’s Pete Welsh

Nov 18 2024 10 mins  
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. Welsh sheds light on what happens when businesses with different retirement plans merge, outlining key outcomes and compliance concerns. He also provides expert guidance on plan terminatio

Opportunity in the SMB Market with Principal Financial Group’s Sean Jordan

Oct 24 2024 14 mins  
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 underserved segment.With all the new tax incentives for startup plans and state mandates to either offer a plan or have employees opted-in to a state-run auto-IRA program, the time has

The Road to Better Retirement Outcomes with MFS' Jeri Savage

Oct 21 2024 18 mins  
In this episode of the 401(k) Specialist Podcast, we’ll travel down the road to better participant outcomes with MFS Investment Management’s Jeri Savage, who will direct us through the key insights from the newly released 2024 MFS Global Retirement Survey. Podcast Episode Player Savage, Lead Retirement Strategist at Boston-based MFS, elaborates on some of the most impactful fin

Highlighting Fixed Income Opportunities with Invesco’s Matt Brill

Oct 14 2024 10 mins  
Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now be wondering how this shift will impact core bond and core plus bond portfolios.To find out, we speak with Matt Brill, CFA, Head of North America Investment Grade Credit and Senior Por

Solving the Portability Puzzle with Allianz Life’s Ben Thomason

Sep 30 2024 14 mins  
Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few years, and the stakes are high to get it right and cut down on costly an unnecessary retirement plan leakage.In this episode, we talk with Ben Thomason, Head of Defined Contribution Distribution at Allianz Life Insurance Company of North America, to explore the i

Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami

Sep 09 2024 14 mins  
ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of recent stay rulings in Texas, and also chimes in on ERISA at 50 before addressing compliance challenges presented by annuities in 401(k) plans.And click here to check out a recent blog

The Past, Present and Future with Morningstar Retirement’s Brock Johnson

Aug 26 2024 19 mins  
Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit.Johnson talks about how retirement solutions and research have evolved over the years, what’s behind a host of

Exploring Retirement Income Strategies with Joshua Grass and Todd Levy

Aug 05 2024 18 mins  
The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models centered solely on wealth accumulation are no longer sufficient. A more holistic approach is imperative to effectively manage risks, generate sustainable income, and ensure financial securit

What's Behind a Remarkable 25-Year Milestone for Invesco's Kevin Holt

Jul 22 2024 13 mins  
It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, is celebrating this summer.Holt and Devin Armstrong, who have been co-lead portfolio managers for the Invesco Comstock Fund since 2007, apply a unique contrarian approach and class