401(k) Fridays Podcast

By Rick Unser

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Subscribers: 16
Reviews: 0
Episodes: 256

Description

The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!

Episode Date
Are We Approaching The Tipping Point For Private Equity & 401(k) Plans?
Mar 03, 2023
Should the Financial Markets Guide Your Business (or 401(k)) Decisions?
Feb 17, 2023
Bonds Behaving Badly, What Happened & What's Next?
Feb 03, 2023
Are You in The Know About SECURE 2.0?
Jan 20, 2023
Will Your 401(k) Account Soon Follow You Around?: Automatic Rollovers Coming To A Plan Near You
Dec 16, 2022
Creating a Foundation for Financial Wellness
Dec 09, 2022
401(k) Auto Features: The Good, Bad & Ugly
Nov 04, 2022
Pooled Employer Plans, Canaries & Managed Accounts
Oct 21, 2022
Thoughts on Market Declines, Parity of Returns & V-Shaped Recoveries
Oct 07, 2022
Rising Rates, Inflation & The Future of "Cash" In 401(k) Plans
Sep 23, 2022
401(k) M&A Mania: Beginning of the End, or Just The Beginning?
Jul 08, 2022
Bitcoin & 401(k) Plans: Logical Evolution or Playing With Fire?
Jun 24, 2022
ESG Investing & Retirement Plans: The What, Why & How
May 20, 2022
Defending 401(k) Plans: David Levine, Groom Law Group
May 06, 2022
2022 So Far: Looking Back, Right In Front Us and Ahead
Apr 22, 2022
Does TikTok Have It Right On 401(k) Plans?
Apr 08, 2022
Thoughts For Employers (& The Retirement Industry) To Better Support The Minority Community
Mar 11, 2022
Impact & Implications For Inflation & Retirement Plans
Mar 04, 2022
What Happens When 401(k) Plans Catch-up With Technology?
Feb 18, 2022
Jerry Schlichter: Retirement Plan Litigation Outcomes & Observations
Feb 11, 2022
The Business of Being in the 401(k) Business: Employee Education
Jan 28, 2022
Holiday Shopping, Supply Chain & The Market Impact
Dec 03, 2021
TINA, The Economy & 401(k) Plans
Nov 19, 2021
Gen Z & Money: Preferences, Pressures & Predictions
Oct 29, 2021
Does Infrastructure Spending = 401(k) Changes?
Oct 15, 2021
Retirement Plan Design - Data, Developments & Decision Drivers
Sep 10, 2021
401(k) Litigation - Updates, Opinions & Predications
Aug 27, 2021
Avoid These Three 401(k) Panic Buttons
Aug 13, 2021
Should Your Employees Save For College or Retirement?
Jul 23, 2021
Future of 401(k) Plans: Looking Back to Look Forward
Jul 09, 2021
Inflation: Problem or Opportunity in 401(k) & Other Retirement Plans?
Jun 04, 2021
Retirement Plan Document Restatement & Other Related Best Practices
May 21, 2021
Preston Rutledge: EBSA Stories, SECURE 2.0 & More!
May 07, 2021
Do We Have A Student Debt or Retirement Crisis?: One, Both or Neither?
Mar 26, 2021
High Equity Valuations + Low Bond Yields = ??
Mar 12, 2021
The State of State Run Retirement Plans: A Bi-Coastal Update
Mar 05, 2021
"Total Economic Worth" and Other Concepts To Help 401(k) Participants
Feb 12, 2021
Will the Roaring Financial Markets of the 2020's Continue?
Jan 29, 2021
Has The Pandemic Impacted The Financial Health Of Employees?
Jan 15, 2021
Small 401(k) Plans: Big Opportunities & Revelations
Dec 04, 2020
Stable Value Investments: Details, Developments & Direction
Nov 13, 2020
Retirement Income: Finally, The 401(k) Topic in 2021?
Nov 06, 2020
401(k) Fiduciary Fundamentals: Retirement Plan Fees
Oct 09, 2020
What The Hey Is Going On With 401(k) M&A?
Oct 02, 2020
Politics, The Election & 401(k) Plans: 2020 Edition
Sep 25, 2020
The Info On Vanguard's Infosys Announcement
Sep 18, 2020
What Do The Numbers Tell Us About 401(k) Behavior During The COVID-19 Pandemic?
Sep 11, 2020
SEPs, to MEPs, to PEPs: The Logical Evolution of Workplace Retirement Plans?
Sep 04, 2020
Will State Retirement Plans Improve the State of Our Retirement Security?
Aug 28, 2020
Two More Bites At The 401(k) Advice Apple? Exploring Regulation Best Interest & The New DOL Fiduciary Rule
Jul 24, 2020
Private Equity & 401(k) Plans: The What, When, Why & How
Jul 10, 2020
Will The Aftermath of COVID-19 Bring More 401(k) Lawsuits?
Jul 03, 2020
Stimulus Checks + PPP + Zero Interest Rates = Inflation?
Jun 26, 2020
Student Debt: Updates, CARES Act & 401(k) Integration
Jun 19, 2020
ERISA Attorney Insights - Contemplating Coronavirus Consequences
May 29, 2020
Strategies To Help 401(k) Participants Overcome Practical Barriers To Retirement
May 15, 2020
How Has 401(k) Behavior Been During The COVID-19 Crisis?
May 08, 2020
Economic, Market & Other Predictions For The Post-COVID World
Apr 24, 2020
COVID, Divorce, Death & 401(k) Distributions: Don’t Discount The Devilish Details
Apr 17, 2020
401(k) Fiduciary & Litigation Considerations In The Coronavirus Era
Apr 10, 2020
Managed Accounts & 401(k) Plans:The What, Why, Who & Where Things Are Headed
Apr 03, 2020
Improving Retirement Outcomes: Control Is An Illusion… Or Is It?
Mar 27, 2020
Key 401(k) Management Considerations During COVID-19
Mar 27, 2020
Better Together: Three Concepts To Improve Employer & Retirement Industry Partnerships
Mar 20, 2020
Exploring Market Volatility: What Recent Events Could Mean For Stocks, Bonds, Oil & More
Mar 13, 2020
401(k) Managed Accounts: Current State & The Emergence of Version 2.0
Feb 28, 2020
Employee Data & Cyber Threats: Retirement Plan Issues For the Times
Feb 14, 2020
SECURE Act: Workplace Retirement Plans Impact & Analysis
Feb 07, 2020
2020's Perspective: The Death of... Investment Diversification?
Jan 31, 2020
2020's Perspective: Jerry Schlichter on the Future of 401(k) Litigation
Jan 24, 2020
2020's Perspective: Will 401(k) Plans Fade or Flourish This Decade?
Jan 17, 2020
Retirement Plan Trends In Healthcare: Five Prescriptions All Retirement Plans Can Take
Dec 13, 2019
401(k) Plans & Auto Portability: Should Your Suite of Auto Features Include Rollovers?
Dec 06, 2019
How Effective Is 401(k) Automatic Enrollment? The Information, Impact & Ideas For Improvement
Nov 22, 2019
Cannabis Companies & 401(k) Plans: Smoking Out The Challenges & Opportunities
Nov 15, 2019
Sponsor Spotlight - Farmers Insurance® Tackles Retirement Income
Nov 08, 2019
The Business of Being in the 401(k) Business: Path Forward For Independence?
Nov 01, 2019
Frustrated By Complex 401(k) Terms? We'll Help You Clarify If It Is Jargon, Gibberish or Jumbled
Oct 18, 2019
Caregiver Benefits: Strategies to Take Care of Those Who Care For Others
Oct 11, 2019
Are Low Interest Rates a Hidden Risk to 401(k) Plans?
Sep 27, 2019
Aftermath of the DOL Fiduciary Rule: Fred Reish Discusses the Role of the SEC, Best Interest & the States
Sep 20, 2019
Insurance for Retirement Plan Fiduciaries: Liabilities, Limits & Lawsuits
Sep 13, 2019
Benefits Plans Fiduciary Responsibilities:: More Than Just Retirement Plan
Sep 06, 2019
Financial Advice or Wellness: What Has A Bigger Impact?
Aug 30, 2019
Are Poor 401(k) Word Choices Harming Your Employees?
Aug 23, 2019
Time to Eliminate Loans in 401(k) Plans?: Balancing Fiduciary Risk, Retirement Outcomes and Employee Perceptions
Aug 16, 2019
The State of State Retirement Plans: The Golden State Launch
Aug 09, 2019
Caution: Avoid Target Date Fund Oversimplifications
Aug 02, 2019
401(k) Self Directed Brokerage Accounts: Fiduciary Considerations
Jun 28, 2019
Selecting Index Funds: Just Look At Expense Ratios, or Is There More To Consider?
Jun 21, 2019
401(k) Litigation: Trends That May (or May Not) Fuel Future Lawsuits
Jun 14, 2019
Student Loan Debt: The Next Economic Crisis or Something Else?
Jun 07, 2019
Is Your 401(k) Plan Retiree Friendly?
May 31, 2019
401(k) Fiduciary Fundamentals: The Duty To Monitor
May 24, 2019
What Does Chewing Glass & FOMO Have To Do With 401(k) Investment Offerings?
May 17, 2019
401(k) Investment Menu Design In A Slow, Low or No Growth Environment: Fixed Income
May 10, 2019
The Future of Fiduciary... Is Not Fiduciary?
May 03, 2019
The (Exciting) Lifecycle of a 401(k) Plan Document
Apr 26, 2019
Having a Productive Conversation with a Fund Manager: Why, How & Why Now?
Apr 19, 2019
401(k) Self Directed Brokerage Accounts: Trending or Trouble?
Apr 12, 2019
401(k) Investment Menu Design In A Slow, Low or No Growth Environment: Equities
Apr 05, 2019
The Business of Being in the 401(k) Business: What the Future Holds for TPAs
Mar 29, 2019
Defending a 401(k) Lawsuit: American Century Case Study
Mar 15, 2019
What Do People Really Think About 401(k) Plans?
Mar 08, 2019
What's Next For Automatic 401(k) Plan Features & Behavioral Finance?
Mar 01, 2019
401(k) Discrimination Testing - Rebroadcast
Feb 22, 2019
The Business of Being In the 401(k) Business: Gazing Into the Future
Feb 08, 2019
Exploring The Parallel Universe of Nonqualified Deferred Compensation Plans
Feb 01, 2019
Guiding Your 401(k) Plan Through Challenging Market Conditions
Jan 25, 2019
Will Start-up Fintech Companies Engineer A Better 401(k)?
Jan 18, 2019
The Return Of The 401(k) Boogeyman: Jerry Schlichter
Jan 11, 2019
Contemporary 401(k) Fiduciary Fundamentals: Jason Roberts
Jan 04, 2019
Recession, Bear Market & Yield Curve Inversion: Defining Terms & Offering Perspective
Dec 21, 2018
Assessing Stable Value Investments In Not So Stable Times
Dec 14, 2018
Rebroadcast - Entrepreneurs & Retirement Plans: Scoping, Selecting & Scaling a Sound Strategy
Nov 16, 2018
Collective Investment Trusts & 401(k) Plans: The One Question All Retirement Plans Need To Ask
Nov 09, 2018
Tariffs, Interest Rates & Market Volatility: Time to Rethink 401(k) Investment Menu Design?
Nov 02, 2018
Block Chain Technology & 401(k): What Is It & How Will It Impact Workplace Retirement Plans?
Oct 26, 2018
Governmental Retirement Plans: 401(k) Plans Don't Get All The Attention During National Retirement Security Week
Oct 19, 2018
Workplace Retirement Plan Mega Trends
Oct 05, 2018
Employee 401(k) Education Has Changed, Has Yours? Challenge Conventional Thinking To Change Outcomes
Sep 28, 2018
Student Loan Debt: Framing The Challenges & Solutions
Sep 21, 2018
ESG Investments: Should They Have A Place In 401(k) Investment Menus?
Sep 14, 2018
How To Reset The HSA Plan Conversation With Your Employees
Sep 07, 2018
Become An Employer of Choice With Financial Wellness: Three High Value, But Low Cost Impactful Strategies
Aug 24, 2018
Phyllis Borzi: Lessons From Eight Years At The DOL & Forecasting The Future of Retirement Plans
Aug 17, 2018
Avoid These Five Common 401(k) Fiduciary Fumbles
Aug 10, 2018
401(k) Ch-Ch-Changes in 2019: What to Know about Recent Tax Reform, Plan Design, and Financial Wellness
Aug 03, 2018
Summer Hiatus - Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!
Jun 29, 2018
Surveying Employer 401(k) Plan Attitudes & Decisions
Jun 22, 2018
Where Does Your 401(k) Fit In Benefits Open Enrollment?
Jun 15, 2018
What If You Are A Good Fiduciary With Bad Governance?
Jun 08, 2018
Workplace Financial Wellness: All Systems Go Or Failure To Launch?
Jun 01, 2018
Target Date Funds & 401(k) Plans: Morningstar Research on Tactics, Trends & One Trillion
May 25, 2018
Why Your 401(k) Isn’t Free: The Cost of Protection, Innovation & Trains Running on Time
May 18, 2018
The Fiduciary Rule Wipeout: Fred Reish Shares What Happens & What's Next
May 11, 2018
Is Your Retirement Plan Calculator Correctly Calculating Your Retirement?
May 04, 2018
Target Date Funds & Managed Account In 401(k) Plans: Go Together Like Oil & Water or Peanut Butter & Jelly?
Apr 27, 2018
Top Ten Workplace Retirement Plan Administration Mistakes: What They Are, Why They Happen & How To Fix Them!
Apr 20, 2018
Are You Playing Too Much 401(k) Fiduciary Defense? How To Tell And Why It's Time To Play Offense!
Apr 13, 2018
The Workplace Retirement Plan Coverage Conundrum: The Challenge, Perspectives & Opportunities
Apr 06, 2018
Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!
Mar 30, 2018
When 401(k) Participants Go Missing: How Does It Happen, The Impact & What To Do!
Mar 23, 2018
Can You Create A "Perfect" Retirement Plan? - Rebroadcast
Mar 16, 2018
To Bundle Or Unbundled 401(k) Administration: Important Questions For An Important Decision
Mar 09, 2018
The Factors That Factor Into Factor Investing: Everything From the Basics to The Death of Style Boxes
Mar 02, 2018
Rebroadcast - Life In Retirement Without a Paycheck: Are Your Employees Ready?
Feb 23, 2018
A Major Workplace Retirement Plan Survey Says... The Sandwich Generation At A Critical Juncture!
Feb 16, 2018
Washington D.C. Workplace Retirement Plan Update: One Year Of Trump, Tax Reform & Much More!
Feb 09, 2018
Recruiting & Workplace Retirement Plans: Does Your 401(k) Help Talent Sign on the Line?
Feb 02, 2018
Embracing Courageous Retirement Plan Design: Conquering Inertia, Eating Elephants and Walking in Your Employees Shoes
Jan 26, 2018
Going Beyond the Numbers with Target Date Funds: The Importance of Exploring Process, Beliefs & Strategy
Jan 19, 2018
Keeping the 401(k) Boogey Man Away: A Conversation with THE 401(k) Litigator Jerry Schlichter - Part 2 of 2
Jan 12, 2018
Keeping the 401(k) Boogey Man Away: A Conversation with THE 401(k) Litigator Jerry Schlichter - Part 1 of 2
Jan 05, 2018
Ten Thoughts From Nearly 100 Podcast Conversations
Dec 29, 2017
Five Important Health Plan Trends for 2018: More In Common with Retirement Plans Than You Would Think!
Dec 15, 2017
Rising Interest Rates & 401(k) Plans: Is it True and What's an Employer to Do?
Dec 08, 2017
Building a Stronger Retirement Plan Fiduciary: The Importance of Leadership & Stewardship
Dec 01, 2017
Making The Business Case for Financial Wellness: A Path to ROI, or Nice Try?
Nov 17, 2017
Avoiding the Bubble in Complacency
Nov 10, 2017
Changing 401(k) Recordkeepers? Strategies to Make the Process Seamless vs. Stressful!
Nov 03, 2017
Why Employer Leadership Matters In Workplace Retirement Plans: From Here to Security With Bob Reynolds
Oct 27, 2017
Identity Thieves, Hackers & Phishers: Real or Remote Workplace Retirement Plan Threats?
Oct 20, 2017
Learning From 401(k) Participants' Questions & Actions
Oct 13, 2017
Learning to Love the Roth 401(k): How They Work and Where They Fit in the Retirement Tool Belt
Oct 06, 2017
Outsourcing Your 401(k) Fiduciary Responsibility: Can You, Should You & Why Would You?
Sep 29, 2017
Real Estate & 401(k) Plans: Investment Menu Diversification or Fiduciary Dilemma
Sep 22, 2017
Your Employees & Retirement Planning: Where Can (or Can't) They Go For Help?
Sep 15, 2017
401(k) Changes Are in the Air... Or Are They?
Sep 08, 2017
401(k) Plan Audits: Truth vs. Myth - Rebroadcast
Sep 01, 2017
Input from a 401(k) Expert Witness: Does Your Fiduciary Process, Mindset and Foresight Matter?
Aug 25, 2017
Active Investment Management in Retirement Plans: Can a Prudent Fiduciary Only Select Index Funds Now?
Aug 18, 2017
Morningstar Research & Common Workplace Retirement Plan Assumptions
Aug 11, 2017
Retirement Income is the Outcome: Will Your Employees Outlive Their Savings?
Aug 04, 2017
Entrepreneurs & Retirement Plans: Scoping, Selecting & Scaling a Sound Strategy
Jul 28, 2017
Target Date Retirement Funds: Morningstar Shares Insights For Retirement Plan Fiduciaries
Jul 21, 2017
Inspirations, Reflections & Aspirations: The 401(k) Fridays Podcast at 75
Jul 14, 2017
Global Retirement Benefits: Does Our 401(k) Plan Work Outside the U.S.?
Jul 07, 2017
401(k) Border Crossings: Time to Expand or Restrict International Investment Choices?
Jun 30, 2017
A Broker, Cowboy or Consultant: Which Type of 401(k) Advisor Are You Working With?
Jun 23, 2017
State Retirement Plans: The Road Ahead for California Secure Choice
Jun 16, 2017
Can You Create A "Perfect Retirement Plan"?
Jun 08, 2017
Helping With Your Employees Debt… Opportunity or Over Stepping?
Jun 02, 2017
Robots & Retirement Plans: Exploring FinTech & Workplace Retirement Plans
May 26, 2017
The IRS & Your 401(k) Plan
May 19, 2017
Updated - The DOL & Your 401(k) Plan
May 19, 2017
Behavioral Finance & Workplace Retirement Plans
May 12, 2017
The Business… of Being in the Comprehensive Retirement Business
May 05, 2017
Retirement Plan Design: The Next Frontier
Apr 28, 2017
Has the Index vs. Active Management Debate Finally Been Won?
Apr 21, 2017
Does the Data Support a Current or Future Retirement Crisis?
Apr 14, 2017
Removing Internal Roadblocks to Participant Retirement Readiness
Apr 07, 2017
Is Your Retirement Plan Unattractive to ERISA Plaintiffs Attorneys?
Mar 31, 2017
The State of Retirement, State Plans and What the Data States!
Mar 24, 2017
Insuring Fiduciary Risk: Core Concepts, Dispelling Myths and Mistakes to Avoid
Mar 17, 2017
401(k) M&A, Grace Periods, Controlled Groups & Discrimination Testing
Mar 10, 2017
Five Compliance Considerations For Your Wellness Programs
Mar 03, 2017
State Sponsored Retirement Plans - The Why, What and If For Employers
Feb 24, 2017
401(k) Discrimination Testing - At Least Five Strategies to Improve Results!
Feb 17, 2017
Sponsor Spotlight: Cisco Systems
Feb 10, 2017
Take Two of These and Call Me in the Morning!
Feb 03, 2017
Are #Trending 401(k) Topics Helping or Hurting Your Employees?
Jan 27, 2017
The Trump Administration & Retirement Policy
Jan 20, 2017
Intersection of Company Culture & Employee Benefits
Jan 13, 2017
Four 401(k) Trends Too Big To Ignore in 2017
Jan 06, 2017
The Future of Work & Retirement - Rebroadcast
Dec 30, 2016
Are You Running Your 401(k) Committee Wrong - Rebroadcast
Dec 23, 2016
Evaluating 401(k) Consultants in 2017? Then Avoid These Common Pitfalls!
Dec 16, 2016
Do Third Pillar Investments Belong in Your 401(k) Plan?
Dec 09, 2016
Is Your 401(k) a Savings Plan or a Retirement Plan?
Dec 02, 2016
Making Sense of the Economy, Market & Your 401(k) Plan for 2017
Nov 25, 2016
Part 3 of 3: Fundamentals of 401(k) Investment Menu Design
Nov 18, 2016
Why Pivot From 401(k) Education to Financial Wellness?
Nov 11, 2016
Student Loan Debt: Perspectives on the Challenges & Solutions
Nov 04, 2016
401(k) Investment Vehicles Beyond Mutual Funds
Oct 28, 2016
Recent 401(k) Litigation & DOL Activity
Oct 21, 2016
Cyber Security & Your 401(k) Plan: Real or Theoretical Risk?
Oct 14, 2016
Part 2 of 3: Fundamentals of Investment Menu Construction
Oct 06, 2016
Financial Wellness: Passing Fad, or... the Future?!
Sep 30, 2016
Should I Stay... or Should I Go?
Sep 23, 2016
401(k) Plan Data: Transforming Information, into Insights!
Sep 16, 2016
Do's & Don'ts of Global Retirement Benefits
Sep 09, 2016
Part 1 of 3: Fundamentals of 401(k) Investment Menu Construction
Sep 01, 2016
HSA Plans: A Retirement Benefit in Disguise?
Aug 25, 2016
401(k) Fiduciary Fundamentals and Freebies!
Aug 18, 2016
Everything is About to Change! Profiling the Future of Work & Retirement
Aug 11, 2016
The Business... of Being in the 401(k) Business
Aug 05, 2016
401(k) Litigation: What Employers Need to Know
Jul 29, 2016
Managed Accounts: Can They Help Your 401(k) Participants?
Jul 14, 2016
Industry Profile: Higher Education
Jul 07, 2016
Life in Retirement Without a Paycheck
Jun 24, 2016
Sponsor Spotlight: KinderCare Education
Jun 20, 2016
401(k) Plan Fees: Can Benchmarking Determine Value & Reasonableness?
Jun 14, 2016
Take a Trip in the 401(k) Time Machine!
Jun 10, 2016
Learning From Your 401(k) Participants Questions & Actions
Jun 02, 2016
Three Key Pillars of Target Date Fund Evaluation
Jun 02, 2016
401(k) Plan Loans: Necessary, Evil or .....?
May 27, 2016
Genders, Generations & 401(k) Plans
May 19, 2016
Impact of Rising Interest Rates on Your 401(k) Investment Menu
May 13, 2016
How Employer Culture and Leadership Creates Successful 401(k) Participant Outcomes
May 06, 2016
Reevaluating your 401(k) Capital Preservation Strategy
May 04, 2016
New DOL Conflict of Interest Rule: What Employers Should Know
Apr 29, 2016
Employer 401(k) Behavior Determines Employee Retirement Outcomes
Apr 15, 2016
401(k) Plan Design Made to Fit
Apr 13, 2016
Industry Profile: Manufacturing
Apr 07, 2016
How Washington D.C. Will Impact Your 401(k) Plan in 2016
Mar 30, 2016
A Misunderstood Fiduciary Risk in Your 401(k) Plan
Mar 25, 2016
Are you Running Your 401(k) Committee Meeting Wrong?
Mar 24, 2016
Sponsor Spotlight: Mission Linen Supply
Mar 17, 2016
Balancing Employee and Employer Goals in your 401(k) Plan
Mar 16, 2016
Should You Work With an ERISA Attorney?
Mar 08, 2016
Industry Profile: Not-For-Profit Healthcare
Mar 04, 2016
401(k) Audits - Truth vs. Myth
Feb 23, 2016
The DOL & Your 401(k) Plan
Feb 13, 2016
The Markets and Your 401(k) Plan
Feb 06, 2016
Redefining 401(k) Participant Engagement
Feb 03, 2016