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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What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo (00:18:18)
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, but...
Previewing the Nestimate Retirement Income Summit with Kelby Meyers (00:10:31)
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 ret...
Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso (00:21:17)
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 particip...
Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently (00:13:04)
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 ...
Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen (00:12:51)
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 wit...
Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch (00:13:50)
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, ...
Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next (00:10:11)
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, ...
Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning (00:23:20)
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, ...
Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren (00:09:35)
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 matter. ...
Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa (00:16:11)
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 fiduciari...
Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos (00:15:00)
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 retire...
Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso (00:14:38)
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 creation." Danie...
Previewing SWAY | LIVE 2025 with Sheri Fitts (00:15:13)
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 pe...
Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision' (00:09:09)
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 cryptoc...
Unlocking SMB Market Success with 401GO’s Stan Smith (00:20:51)
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 expectati...
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield (00:19:49)
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 these...
Creating the 'Next-Gen 401(k) Report' with KWP Growth Partners’ Will Prest and Lisa Kottler (00:16:56)
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 spotl...
Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong (00:19:01)
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 is...
Taking the Reins at Viking Cove Institute: New President Amy Glynn (00:11:18)
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 uniqu...
401(k) Forfeiture Lawsuits and SECURE 2.0 compliance with Richard Clarke (00:19:58)
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...
Holly Knight’s High-Profile Move to Alera Group (00:11:25)
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...
Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan (00:10:39)
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...
Andrew Biggs Rips Congress for Social Security 'Fairness' Act (00:30:44)
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...
4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark (00:10:17)
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...
How to Better Reach 401(k) Participants with Invesco's Greg Jenkins (00:14:45)
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...
