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We just have to ask if anyone knows if Ross Marino has time to sleep. Advisor2X, the firm he founded in 2010, has held over a thousand events in 50 cities, all focused on advisory practice growth. Then there’s his own wealth management and retirement plan book of business, his OUTCOMES podcast, and oh yeah, his new book, Shaping Change: How To Resp…
 
It’s difficult to find a better ambassador for the retirement plan space than Jania Stout, founder of Fiduciary Plan Advisors, a OneDigital company. Her enthusiasm and engagement are infectious and while retirement saving is her focus, she’s helping her client with so much more. She was on the road for a summer vacation but nonetheless made time fo…
 
Barbara Roper is an outspoken advocate for effective regulation to protect the public from predatory practices, and she’s often critical of watered-down rules friendly to the industry. As director of investor protection for the Consumer Federation of America, she makes frequent targets of Reg BI and the Department of Labor’s fiduciary rule. She has…
 
Samantha Russell is chief evangelist with Twenty Over Ten, a digital marketing platform for financial professionals. Russell’s practical yet insightful digital marketing tips and techniques have helped thousands of financial professionals experience significant growth. And lord knows, when it comes to digital marketing, they certainly need the help…
 
As pandemic restrictions evaporate and the U.S. economy looks to fully reopen, many 401k-focused advisors are predicting big things for the rest of 2021 as plan sponsors and participants refocus on retirement-related issues. And they’re not the only ones focused on retirement issues this year, as lawmakers in Washington D.C. continue to build momen…
 
With a total of roughly $1.7 trillion, student loan debt is a major issue for many Americans. Whether or not it’s an actual impediment to retirement saving, participants often believe it is, acting as a phycological hurdle that often prevents them from saving. We turn to the one and only Alex Assaley for insight. Alex is managing principal with AFS…
 
Dr. Wade Pfau is a Professor of Retirement Income with The American College of Financial Services. Pfau’s low-key, academic style belies his groundbreaking research in the area of retirement income, making him a leading voice in what can be complicated, yet critically important, issues for most Americans. We asked him about common retirement income…
 
Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are overturning and improving on a traditional, staid (some would say boring) defined contribution system and actually making 401(k)s fun, attracting atten…
 
Private equity and retirement plans – do they belong together? It’s a complicated issue, with needed yield and diversification on the one hand and complexity and the potential for abuse on the other. Ric Edelman, author, talk show host, and founder of investing powerhouse Edelman Financial Engines has clear and direct views on the subject. He break…
 
Pooled employer plans are getting a lot of attention, but do they live up to the hype? JD Carlson has strong feelings on the subject. The CEO of California-based TPA Plan Design Consultants is also the host of Retireholi(k)s, a fun and informative weekly webcast that combines alcohol, adolescent hijinks, and serious discussions of the issues surrou…
 
Is financial wellness actually working and is the general public even familiar with the term? Jean Chatzky is CEO and co-founder of HerMoney.com and the financial editor of NBC’s “Today” show. She’s also a prolific writer of 11 bestselling books. Jean’s well-versed in financial wellness and how it’s measured, as well as its connection to health and…
 
Fred gets frank about fiduciary. It’s a new year, a new Congress, and a new direction with so many of the issues that affect the 401(k) and retirement plan space. This week, we turn to the one and only Fred Reish, one of the country’s top ERISA experts with legal powerhouse Faegre Drinker Biddle & Reath, for a discussion of fiduciary, ESG investing…
 
We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-date funds—do investors need to be “all in” in their allocations in order for TDFs to work properly, or can some assets be held away. We also take a close look at target-date strategies amid the volat…
 
You can always count on Ed Murphy for straight talk and honest opinions, and he doesn’t disappoint in our wide-ranging interview. Murphy, President, and CEO of Empower Retirement, is here to discuss M&A and consolidation in the recordkeeping space, the work environment during the pandemic, and NFL football. Empower announced two major acquisitions …
 
We needed a clear thinker with a comprehensive view to help us close out a complicated year. The choice was unanimous, “Nevin.” Nevin Adams, Chief Content Officer and Head of Retirement Research at the American Retirement Association, gives us his take on the big retirement story of 2020, how retirement plans helped ordinary Americans in a time of …
 
Dr. Alicia Munnell, director of the Center for Retirement Research at Boston College, joins us to discuss retirement plan coverage, leakage and other issues currently affecting 401ks. Importantly, she tells is what can be done to address them. Munnell is the Peter F. Drucker Professor of Management Sciences at Boston College’s Carroll School of Man…
 
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us to discuss effective marketing in the time of COVID, the appeal of Roth 401(k)s, and an important investment that’s getting little attention. Anyone who knows Fisher knows she’s made incredible use of LinkedIn to engag…
 
There’s a lot happening on the 401(k) front—ESG, MEPS, and PEPs, the election—and we asked industry veteran Matt Wolniewicz about them all. He recently moved from Fi360 to Prime Capital Investment Advisors, where he will run the Income America division of the firm. It’s dedicated to, what else, income in retirement, which was another topic he was h…
 
When three major government agencies want to take credit, it's gotta be good. The Transparency in Coverage final rule was released on Oct. 29 by the Department of Health and Human Services (HHS), the Department of Labor, and the Department of the Treasury. It cements President Trump’s executive order price and quality healthcare transparency, which…
 
What's new and what's worth watching this week on Netflix? Observer senior entertainment reporter Brandon Katz and Hollywood Reporter and Rotten Tomatoes contributor Jean Bentley watch all of it, and they have some thoughts. Follow 'Must Watch: Netflix Edition' on: Apple Podcasts Spotify Stitcher Google Podcasts Pocket Casts Overcast iHeartRadio Ca…
 
The former Assistant Secretary of the Department of Labor and current founder of Rutledge Policy Group, a new consultancy based in Washington, DC, answered everything we want to know about key issues affecting advisors, sponsors, and participants. Using his deep experience in and outside of the Beltway, he's helping "companies stay ahead of an ever…
 
Are mergers and acquisitions in the 401k advisory space hot or not? They were humming along until COVID hit, which supposedly froze everything in place, or maybe it didn't, and then it picked back up and now we're not sure. So we asked Bill Chetney, founder of Global Retirement Partners Advisor Alliance (GRPAA) what he's seeing. He tells us—bluntly…
 
Exciting innovation in financial wellness means it’s more tailored, more customized, and therefore more effective in helping working Americans achieve financial security and an affordable quality of life in retirement. Financial wellness pioneer Liz Davidson, Founder and CEO of Financial Finesse, joins us to discuss the “mass personalization” of th…
 
Who better to talk about the current state of 401k than the man who started it all. In the late 1970s Ted Benna, father of the 401k, discovered an obscure provision of the tax code and developed it into the premier savings vehicle for millions of Americans. He joins us to discuss what he sees as the good and the bad in today’s DC design, the innova…
 
How are target-date funds performing in the pandemic-driven market crisis? What's the biggest surprise and/or validation revealed about the product, and how are retirement plan participants reacting in the current volatility? There is a lot happening, and thankfully Omar Aguilar and Jake Gilliam are here to help sort it all out. Both are senior exe…
 
Peter Mallouk says 401k plans are expensive, overly complex, needlessly complicated and involve too many third parties. While he’s a major advocate for the retirement savings vehicle, he's nonetheless on a mission to make it more effective for plan sponsors and participants. As president of Creative Planning, Inc., one of the largest wealth managem…
 
“We have not repealed the laws of fear and greed,” Liz Ann Sonders, Charles Schwab Chief Investment Strategist, wisely notes when asked about factors contributing to current volatility. Take a pandemic, economic crisis, piles of stimulus, and add in technology and hyper-connectivity and there is A LOT happening—to say the least. Thankfully, Sonders…
 
Chris Hogan is a best-selling author, personal finance expert, and host of The Chris Hogan Show. A colleague of financial media mogul Dave Ramsey, Hogan’s known for his electrifying presentations and no-nonsense approach to building wealth. A smart and steady hand is what retirement plan participants need now more than ever, and it’s exactly what H…
 
Doug and Karen sit down to chat and chew with Motion City Soundtrack drummer Tony Thaxton at 6th and La Brea Pub and Brewery in Los Angeles.it down to chat and chew with Motion City Soundtrack drummer Tony Thaxton at 6th and La Brea Pub and Brewery in Los Angeles.Doug and Karen sit down to chat and chew with Motion City Soundtrack drummer Tony Thax…
 
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