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401(K) SPECIALIST POD(K)AST

45 Episodes

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16 minutes | Mar 14, 2022
Brad Arends
You’d be hard-pressed to find a better ambassador for the 401k advisory space
than Brad Arends. The Co-Founder and CEO of intellicents sit on conference
panels, organizing committees, and anywhere else to get the word out about
helping underserved American workers save for retirement. His focus goes far
beyond simply investing in the 401k, and he’s banging the drum about what it
will really take to achieve successful retirement outcomes while ensuing
profitability for advisors and their firms.

14 minutes | Feb 28, 2022
Rodney Balbuena
SageView Advisory Group’s Rodney Balbuena is a bilingual 401(k) advisor in
Southern California who also happens to be our Top Advisor By Participant
Outcomes for February.Through a combination of technology and one-on-one
meetings, he’s tripled employee deferral rates over the course of five years.
But the emotional impact of market corrections threatens his hard work. He joins
us to discuss it, and more, and we begin with the one-on-one meetings.

10 minutes | Feb 14, 2022
Andrew Biggs
How does the U.S. retirement system compare with other countries in retiree
satisfaction? For all its faults, you’d be surprised.Andrew Biggs, one of the
busiest people we know, is a Forbes columnist, a senior fellow at the American
Enterprise Institute, and is a member of the Financial Oversight and Management
Board for Puerto Rico. He recently took a look at the issue and came away with a
number of interesting observations.

13 minutes | Jan 31, 2022
Will Hackler
Will Hackler is a big personality with a big book of 401k business, and he’s
also our Top Advisor By Participant Outcomes recipient for January.One of the
most competitive advisors we’ve come across, the president of Integrated Pension
Services joins us to describe the particular case of which he’s most proud, why
he chose to narrow his business focus, and his surprising take on auto
portability.

10 minutes | Jan 17, 2022
Wade Pfau
Dr. Wade Pfau ran neck-and-neck with Morningstar’s Christine Benz as our most
popular podcast guest of 2021 and we're excited to have him back to kick off
season two.Inflation is a major topic at the moment and Pfau, author, speaker,
and professor at the American College of Financial Services, describes its
effect on retirement income. He also explains tax-efficient retirement
distributions and weighs in on the 4% controversy.

15 minutes | Dec 6, 2021
Pete Swisher
Anyone who knows Pete Swisher knows that he’s the go-to resource for anything
fiduciary and pool plan-related. His pension expertise and industry tenure make
the self-proclaimed ‘pension geek’ highly sought after, especially with all
that’s happening on the regulatory front. He recently announced a partnership
with top ERISA attorney Jason Roberts of Pension Resource Institute (PRI). The
new venture, Group Plan Systems or GPS helps plan sponsors and advisors bridge a
major fiduciary gap too that’s often overlooked.Sponsored By: T. Rowe Price

23 minutes | Nov 15, 2021
Brian Graff
Brian Graff recently celebrated 25 years at the helm of the American Retirement
Association, and he posted side-by-side budgets on LinkedIn from 1996 and 2021.
Let’s just say it’s grown considerably over two-plus decades. Graff joined us to
discuss his anniversary and his achievements but true to form he preferred to
keep the focus on the ARA and retirement plans.We spoke about how the
organization maintains its delicate bipartisan balance, auto portability, and
other upcoming issues, as well as a story from his childhood which, intentional
or not, makes him perfect for his chosen profession.Sponsored By: T. Rowe Price

10 minutes | Nov 8, 2021
John Faustino
Guaranteed income in retirement plans is a big issue—big because it’s important,
complex, and getting a lot of attention, especially in the wake of the SECURE
Act. It’s increasingly an industry focus, and now several players have come
together to form a Lifetime Income consortium. Broadridge Fi360 Head John
Faustino said it’s a targeted initiative to catalyze lifetime income adoption
for the industry overall.Faustino joins us to discuss the consortium, why
lifetime income is critical, and address some of the criticism of guaranteed
products. 

15 minutes | Oct 25, 2021
Dick Darian
It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space,
but Dick Darian tells us why it’s happening, how long it will continue, and how
advisors can capitalize.We’re not talking about walking away with a pile of
money, necessarily, but how an acquiring partner can provide scale and resources
to grow the business further. Darian, founder of M&A consulting firm Wise Rhino
Group, will discuss all this and more, including the “Goldilocks Zone” in which
the retirement plan business now exists. He’ll explain right after theses
messages.Sponsored by: T. Rowe Price

20 minutes | Oct 11, 2021
Christine Benz
Creative Planning’s Peter Mallouk, one of the largest RIAs in the country,
caused a minor controversy last week with his criticism of target-date funds,
calling them a “terrible choice for most people.”An intense yet respectful
debate then erupted on Twitter, which is almost unheard of for the platform,
with Morningstar’s Christine Benz, among others, weighing in. Benz joined us to
discuss the spat and much more, including possible changes to back-door Roths,
HSAa, and what’s new in retirement income research.  Sponsored By: T. Rowe
Price 

13 minutes | Sep 27, 2021
Gerard Baker
We’re joined by Gerard Baker, Editor-at-Large of The Wall Street Journal and
author of the weekly “Free Expression” column.Baker previously served as
Editor-in-Chief of The Wall Street Journal and Dow Jones from 2013 to 2018 and
has been a journalist for over 30 years. Our discussion touched on inflation,
ESG, Bitcoin, and, of course, retirement-related issues.Sponsored By: T. Rowe
Price

11 minutes | Sep 13, 2021
Chad Johansen
Chad Johansen is a Partner and Director of Consulting with California-based Plan
Design Consultants, and he’s also its resident 401k nerd. And thank God for
that, because without him, the firm’s weekly Retireholi(k)s webcast would
devolve into even more of a drunken mess than it already is. If you’re
completely lost, check out the latest issue of our magazine. In the meantime,
Johansen had great insight about the challenges he sees for independent TPAs and
401k advisors, their move towards wealth management, and what the industry can
and should do better.

11 minutes | Sep 6, 2021
Anthony Scaramucci
We had a controversial question about bitcoin in 401(k)s, so of course, we went
to Anthony Scaramucci, the investment manager and political heavyweight who the
New York Post called one of the city’s top powerbrokers. He launched his bitcoin
fund in January, and the timing could not have been better, as the price
skyrocketed in the following months. His high-profile SALT conference, with its
extremely high-profile guests and speakers, is in-person once again at the
Javits Center in New York, September 13 – 15. We spoke with Anthony about
bitcoin, baseball, how it feels to get roasted on Saturday Night Live, and the
exciting features at this year’s conference.

16 minutes | Aug 23, 2021
Teresa Ghilarducci
Teresa Ghilarducci once called the 401k an immature, underdeveloped child that
needs help over a mudpuddle to the curve when crossing a street. While we
disagree, we love the imagery. A labor economist and nationally recognized
expert in retirement security with The New School for Social Research,
Ghilarducci is a consistent and prolific advocate for a better system, however
defined. She often partners with industry and political heavyweights like
Blackstone’s Tony James and presidential advisor Kevin Hassett. We asked if she
still feels the same way about 401ks, what a well-designed system needs (in her
opinion), and why 401k father Ted Benna agrees with her view.

11 minutes | Aug 9, 2021
Marcia Wagner
Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is
the go-to person to explain complex regulatory guidance to the layperson, one
reason the law firm she founded is so successful. We asked her what’s keeping
her up at night and her answer was not what we expected, but insightful as
always. Wagner clues us in on rollover regulation, ESG, and an important
milestone in her career.

14 minutes | Jul 19, 2021
Ross Marino
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 Respond When Life Disrupts Your Retirement Plan,
written with co-author Susan Bradley.Ross joins us to discuss key concepts in
the book, including the four stages of life transitions, the two sides of
retirement, and what he calls the decision dilemma. He also reveals some of the
exciting content planned for this year’s Weath@Wor(k) conference, an
advisor-focused event unlike any other, that will take place in Nashville,
October 24 – 26, 2021.

9 minutes | Jul 5, 2021
Jania Stout
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 for us, and we started with student
loan debt, one of her current priorities.

10 minutes | Jun 25, 2021
Barbara Roper
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 a lot to say about where we are with the new
administration and what the near future holds.

14 minutes | Jun 7, 2021
Samantha Russell
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.Russell joins us to discuss what
advisors can do better, new and cool technology and the latest ideas in social
media marketing.

20 minutes | May 24, 2021
Michael Finke
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 momentum toward passing more significant
retirement reform legislation looking to build on 2019’s SECURE Act.For expert
insight on advisor opportunities this year and the most impactful regulatory
changes likely to impact 401k plans, we talk with renowned retirement expert
Michael Finke, Ph.D., Professor of Wealth Management at The American College of
Financial Services.Finke hits on topics like why we’re entering a new stage of
“Retirement 2.0” in terms of QDIAs, the need to develop higher-quality in-plan
retirement income solutions, why SECURE 2.0 might actually become law before the
end of this year and how the RMD provision helps its chances, and a quick
“review” of new-look Social Security statements.Sponsored by John Hancock
Investment Management. To get more information on the John Hancock “State of the
Participant 2021” white paper click here.







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