Retireholics - 401k Plan Industry Show for Advisors

Beagle Co-Founder Jeffrey Tha explain how Beagle helps participants find and move their forgotten 401k account balances. https://meetbeagle.com/ Headlines: ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S. Some 401(k) participants will soon be able to invest part of their 401(k) directly into the constituents of the CoinDesk Market Select Index (CMIS) under terms of a deal announced today by ForUsAll and CoinDesk Inc. -401k Specialist House Passes Resolution to Repeal DOL 401(k) ESG Rule The resolution catalyzes the debate over whether to allow ESG investing considerations in retirement savings plans, with the Senate next to weigh in. The U.S. House of Representatives approved a resolution to overturn a Department of Labor rule passed in November 2022 allowing for, but not mandating, environmental, social and governance investing in retirement plans. -PlanAdviser

Headlines: MILLENNIALS HAVE SOLVED THE RETIREMENT CRISIS 401kspecialistmag.com/surprising-percentage-of-millennials-counting-on-crypto-for-retirement/ Surprising Percentage of Millennials Counting on Crypto for Retirement - 401K Specialist Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. 401kspecialistmag.com ARA NOT DIGGING NEW LEGISLATION napa-net.org/news-info/daily-news/ara-expresses-opposition-protecting-americas-retirement-security-act ARA Expresses Opposition to Protecting America’s Retirement Security Act | National Association of Plan Advisors The American Retirement Association expressed its opposition to the Protecting America’s Retirement Security Act (PARSA) in an April 5 letter to lawmakers. “Our opposition to this legislation is based on both its substance and its process,” writes ARA CEO Brian Graff. napa-net.org TECH THAT ALLOWD ADVISORS TO MANAGE PARTICIPANT'S 401k FOR THEM planadviser.com/pontera-mutual-group-launch-new-partnership/ Pontera and Mutual Group Launch New Partnership | PLANADVISER The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface. Financial technology company Pontera, formerly known as FeeX, has announced that it has formed a partnership with Mutual ...

Headlines today: NAPA LIST OF ADVISORS BY ASSETS and PLANS https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021 DC Multi-Office List https://www.napa-net.org/top-dc-advisor-multi-office-firms-2021 GOLDMAN SACHS BUYS NEXT CAPITAL https://www.cnbc.com/2022/03/29/goldman-sachs-is-buying-corporate-retirement-plan-robo-advisor-nextcapital.html SECURE ACT 2.0 https://401kspecialistmag.com/house-passes-secure-2-0/

How to grow a company from 5 to 200 million. Are Recordkeepers a threat to Advisors? Will VC investors win with 401k Distuptors?

Discussing small biz 401k plans, industry disruptors, technology and more!

Chief Of Police at City of San Bruno. Founder of an amazing organization http://everpresent.Love enables you to easily create a library of video messages to ensure that you are forever loved, forever remembered and forever present for the people you love most.

Managing Director, Head of Retirement Research, PGIM DC Solutions

Partner | Director - Retirement Plan Services at Shepherd Financial, LLC Josh Itzoe joined as a guest host, because Robe Guy was getting drunk at the Pebble Beach AT&T Pro-Am

"Excited to talk about 401(k) litigation and the plaintiff attorney's place in the retirement plan ecosystem with the Retireholics crew this Thursday!"

Odell Beckham Jr. bitcoin play, was it dumb or just another investment and no big deal? The U.S. Supreme Court on Hughes v. Northwestern for excessive fee case and what it means.

Do 401k Unicorns exist? Human Interest has raised over 335 million in funding and has it eyes set on an IPO in the near future. The Retireholics welcome Eric Phillips, CFA the Sr. Director, Partnerships & Strategic Insight for Human Interest.

Transamerica Lawsuit, Better Plan Designs, Why Many Fiduciaries are Blowing It, TPA Advisor Relations, and more. Guest: Keith Gredys Chairman/CEO The Kidder Company/Fuerza Financial, Inc.

After a late night of karaoke, the boys all get together at the crack of noon and talk to our buddy Will Hackler.

Laura (Clark) Rogers, MBA, AIF is the Director of Financial Elements at OneDigital.

Friend of the Retireholics and salsa maker Daniella Moiseyev stopped by the couch during the Wealth@Work 2021 Advisor Conference in Nashville.

Wealth advisor Chris Panagiotu talking about financial planning as a core strategy while fighting the tunnel vision of people being focused on investing. https://open.spotify.com/show/2eaXdmgmuEygxHfCvS6kij *We were slow to release this one, because the Giants lost and we needed time to heal.

Advisor Erin Hall joins as we discuss how to protect against 401k cyber attacks and debate transparent billable fees versus hidden asset based ones. Read Erin's whitepaper here: https://www.srpretire.com/Cybersecurity_White_Paper.pdf

Fred Reish and Nevin Adams talk to us a bit about their podcast (which is great by the way). We also discuss the breaking news in the 401k retirement plan space.

Special Edition of Retireholics on what’s going down at the 2021 Wealth@work Conference in Nashville. A pre-conference episode with special guest Ross Marino of Advisor 2X. We'll be there! https://wealthatwork.live/ OCTOBER 24-26, 2021 NASHVILLE