401(k) Specialist Podcast

Business & Economics Podcasts

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...

Episodes

Sheri Fitts: Personal Branding a Focus at 2026 SWAY | LIVE

Social Security's Reckoning: Dr. Jason Fichtner Explains What the New Trustees Report Means for 401(k) Savers

Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler

Exploring the Target Date Landscape with Mercer’s Preet Prashar

The 401k Girls Are Making Financial Planning Actually Fun

How GigMatch Creates Retirement Hope: George Fraser

What Participants Really Think with Invesco’s Greg Jenkins

Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan

How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026

How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson

What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo

Previewing the Nestimate Retirement Income Summit with Kelby Meyers

Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso

Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently

Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen

Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch

Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next

Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning

Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren

Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa