Retireholics

Brian Danos - Retireholics

Fri, 10 Jul 2026 06:34:57 -0700

Diving deep on participant notices, missing participants, beneficiaries, hard copy vs. electronic options.

Also covering the 401k headlines/news of the week.

Todd Harlow on Retireholics

Fri, 19 Jun 2026 01:10:37 -0700

Super pumped to have Todd Harlow of Hero7 on the RH Show!

Topics to include: Say It Aint So BenefitsLink, Fred Reish's New Website, National Association of Plan Advisors Endorses Private Equity and Crypto?, What is the AARP and What Does It Do? Ascensus/Future Plan Launches PEP with Voya Financial and Mesirow, 401k Conversion Dos and Donts, Acrosyn and Fintoks. ChatBar Nerds Unite and get ready to battle for the Chat Bar Champion Title.

The 401k Girls

Fri, 22 May 2026 02:44:31 -0700

The 401k Girls are back. Hayley Porter and Jessica Porter return to talk acquisitions, target-date funds, financial literacy, vibe coding, and getting more women into financial services. Plus Fact or Fiction Thursday, a Chat Bar Champion challenge, and the usual chaos.

We dig into the Ascensus and American Trust custodian shakeup and what consolidation means for advisors and TPAs, the wave of public comments on the latest DOL rule, whether private assets belong inside target-date funds, and why retirement should maybe just be boring. The girls break down their approachable take on financial literacy, the rebrand to The 401k Girls, and how authenticity (and the occasional quarter-zip) wins on social media. We also get into AI and vibe coding for plan administration.

0:00 Validate everyone in the chat bar

1:30 Welcoming back The 401k Girls

1:57 Fact or Fiction Thursday

4:50 Ascensus and American Trust custodian shakeup

13:30 Wholesaler relationships and partner reactions

20:50 DOL rule draws 37,000 public comments

23:30 Private assets inside target-date funds

27:20 Chat Bar Champion challenge

29:30 Reading bad financial advice posts

36:30 Making financial literacy approachable

38:40 Rebranding to The 401k Girls

41:30 Authenticity wins on social media

43:50 Vibe coding and AI for plan admin

49:50 Getting more women into financial services

59:00 Setting sales goals and succession planning

1:04:00 Wrap up and shoutouts

Guests: Hayley Porter and Jessica Porter, The 401k Girls

LinkedIn: https://www.linkedin.com/company/the-401k-girls

Retireholics is a live show for the 401(k) industry. New episodes the 1st and 3rd Thursdays at 4:30pm Pacific.

Join the next show live: https://plandesign.zoom.us/w/760355487

More episodes and transcripts: https://retireholics.com

Retireholics - Carl Engstorm

Sat, 09 May 2026 03:37:45 -0700

Mesirow's deal to acquire LeafHouse Financial Advisors and Blue Ridge Associates' acquisition of Economic Group Pension Services. QuickBooks and Vestwell integrated 401(k) solution aimed at small and mid-sized businesses. Fred Reish's analysis of the DOL's proposal on alternative assets and how it affects plan investment menu selection, EBSA head Aronowitz's request for industry input on the DOL investment rule, and President Trump's executive order expanding workers' retirement access.

Retireholics - Guest: Scott Colangelo

Fri, 17 Apr 2026 23:23:48 -0700

Topics: GUARANTEED INCOME: A DEEP DIVE. Really excited to do a precursor episode to NAPA 401k Summit, the idea here is to take one topic and cover all the angles.

Retireholics - Guest: Stephen Daigle

Sat, 04 Apr 2026 03:27:32 -0700

Topics: Rollover tech company Capitalize, is Advisor compensation on a downward trend? Americans and Entrepreneurship, an Advisor Skills Challenge Contest, an update on BidMoni Inc., Tales from Texas, and an extended version of FinTok. Get em' on ice your 401k Freaks!

Retireholics - Guest: Hunter Hopcroft

Fri, 20 Mar 2026 10:30:05 -0700

Special guest Hunter Hopcroft is joining on behalf of Basic Capital. We will dig into Basic Capital's concept they call a Retirement Mortgage where they put in 4 dollars for every 1 dollar the participant puts in.....crazy right? Hoping to ask all the right questions and learn more later today.

Other topics include: Morningstar's new Ai Assistant, a revisit of the whole Gusto x Guideline x Accrue x Vestwell dealio, Financial FOMO, and an update on Crypto in 401k. Fun Segments = FinTok Clips, Tales From Texas, Acrosin, and The 100% Credible and Trustworthy Wheel of Ice.

Retireholics - Guest: Steven Wilkinson

Fri, 06 Mar 2026 09:00:04 -0800

Topics to include: Insured Retirement Institute (IRI) wants Congress to mandate lifetime income in 401k (really bro?), a deep look at 408b2 & 404a5, Fi360 (now Broadridge) vs RPAG vs Morningstar, How much money are Recordkeepers and Advisors making? a review of PLANADVISER's Adviser Value Survey, Fintok, Texas Tips and more....

Retireholics - Guest: Jason Wenk

Fri, 20 Feb 2026 11:48:03 -0800

Jason Wenk joined as the featured guest on Retireholics.

Topics include: Aaron Schumm and Vestwell raise 365 million, SEC backs new $300 gift limit for Advisors, Fred Barstein thinks 401k plans are an illusion, Altruist's Ai platform Hazel is making big waves in wealth management.

For those that don't know Jason is the real deal... the firm (Altruist) he founded is a disruptor custodian competing with the likes of Charles Schwab, Fidelity Investments, and Pershing. In 2025 Altruist was valued at approximately 2 Billion dollars!

Retireholics - Guest: Sharon Pivirotto

Mon, 09 Feb 2026 12:00:03 -0800

Topics we pulled from the 401k rags:

We will be breaking down Radish and how it’s reshaping tax advantaged employee incentive plans. Digging into Basic Capital’s $25M raise and what it signals for VC backed recordkeeper disruption. Unpacking leadership changes at Ubiquity with James Hobson stepping in as CEO. We’ll also demystify the NAPA Black Book, what it is and why advisors care. Taking a look at Otto, the new AI assistant debuting at RPAG to support retirement plan advisors. A fast paced episode packed with insights, innovation and industry intel.

Retireholics final show of 2025

Fri, 19 Dec 2025 20:24:33 -0800

Topics we're pulling from the 401k rags:

🔥401GO just locked in a $33M series B what this means for advisors and platforms.💡BNY Mellon is stepping up with contributions to employees’ Trump accounts. 🏆 Proven strategies to ace the finalist presentation and close more 401(k) plans?

Retireholics - Guest: Benjamin Brandt

Fri, 05 Dec 2025 18:09:19 -0800

Pentegra “boogeyman” settlement finally gets the green light, Trump Accounts roll out with bold promises for newborn savers, and a surprising study suggests retirees may be heading toward a 2.1% withdrawal rate—whether they mean to or not. Plus, fresh data shows investors growing frustrated with disappointing Target Date Funds.

Josh Itzoe, Nate Moody, Grant Ellis

Fri, 21 Nov 2025 10:27:09 -0800

A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray’s latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex’s new AI-powered advisor alerts.

Lisa Gomez on Retireholics

Sat, 18 Oct 2025 16:03:03 -0700

Guest: Lisa M. Gomez the Former Assistant Secretary of Labor for Employee Benefits Security at USDOL

Potential topics: A mix of industry, regulatory, and cultural developments. Key retirement plan topics include growing litigation concerns impacting DC plan services, new CIT offerings aimed at reducing small business 401(k) fees, and the ongoing battle over the DOL fiduciary rule, the DOL’s reversal of crypto investment guidance. A law firm facing penalties for sharing confidential information, and Empower signaling potential RIA acquisitions.... and Taylor Swift.

Retireholics - ”You Don’t Own The Alphabet!”

Fri, 03 Oct 2025 08:58:56 -0700

Join us for a special episode of Retireholics this week with expert guest Financial Advisor Jim Sampson. A breakdown/analysis of Freddy B's 'Ten Products and Services with the Greatest Impact on the 401(k) Industry' : Crypto, Private Equity, Custom TDFs, Held Away Assets, Retirement Income, Capturing IRA Rollovers, PEPs, Managed Accounts, and of course Artificial Intelligence. Brian Graff and American Retirement Association ask the DOL to not favor PEPs. Todd Kading of LeafHouse has new Op-Ed on 401(k) Data tells the industry "You Don't Own The Alphabet!"

Josh Itzoe on Retireholics

Sat, 20 Sep 2025 01:17:47 -0700

Topics: Mandatory Roth Catch-Up rules, dark-side of M&A, NASDAQ on blockchain, FINRA crypto/blockchain education program, Chad's shoulder.

Theresa Conti - Retireholics

Fri, 05 Sep 2025 08:12:06 -0700

Retireholics - Wendy Eldridge

Fri, 22 Aug 2025 05:53:49 -0700

Potential topics: Topics to include: Blaze Credit Union and Osaic Deal, Empower's Schlichter Law Suit, Justin Bieber's New Album, Tax Credit Failures, Technology for Small Plans, Beneficiaries and our New FinTok Segment

Retireholics Live | Guest: Carl Engstrom

Thu, 07 Aug 2025 16:32:35 -0700

Potential topics: Trumps EO!, The DOL’s RFI for PEPs, Sway Conference, Human Interest gets more $$, Empower Zero Fee SP500 X-Ray, FinTok, and Roswell Sighting of PEP Loving Mind Controlling Aliens.

Retireholics - Jack Towarnicky

Thu, 17 Jul 2025 16:31:15 -0700

ERISA expert and Industry Vet Jack Towarnicky joins Retireholics today. Topics to include: Josh Itzoe's New Product Launch, J.P. Morgan and Vestwell's SoloK, Is the Coverage Gap really narrowing?, Senator Warren vs Empower drama now includes Voya Financial, Blue Owl Capital and Trump, My QDIA is better than your QDIA, and what is a Ben Franklin Child Roth IRA?

Retireholics - July 3rd

Thu, 03 Jul 2025 16:29:26 -0700

Guest: We don't need no stinking guest

Topics (maybe):

• Schlichter, Pentegra Settle MEP Fiduciary Breach Suit

• Bobby Bonilla, TIAA & Nuveen short film, 'The Big Deal'

• Elizabeth Warren is seeking answers from Empower Retirement

• SEC Announces it Will Analyze Private Securities in Retirement Accounts

Grant Ellis on Retireholics

Thu, 19 Jun 2025 16:28:27 -0700

We dive deep into the mind of Grant Ellis, AIF®, CPFA® The experiences, success and "learnings" of a Retirement Plan Advisor and his 20+ years in the biz.

Topics potentially covered:

• 401k Fee Structures

• The Stealthy Wealthy

• Being Yourself and Advisor Fashion

• Lifestyle Practice vs Scale

• Custom Service Models Depending Upon Client Size

Shamanda Show on Retireholics

Thu, 05 Jun 2025 16:29:55 -0700

Topics potentially covered:

John Sullivan's article on Fidelity Investments' analysis of 401k savings rates, Shlomo Benartzi's Secret Society, Brian Anderson & 401k Specialist Magazine's interview of Knut A Rostad, MBA on the EBSA's rescind of Crypto Guidance, a status check on LinkedIn, PEP going ons?, Amanda's guide to email management.

Today’s Guest: The 401(k)ouple

Fri, 16 May 2025 06:26:13 -0700

This week on Retireholics, Christopher Tipper and Katherine Tipper of Hunter Benefits Consulting Group, Inc. also know as THE 401(k)ouple! Let the bourbon flow!

Guest: Melissa Terito

Thu, 01 May 2025 16:31:36 -0700

Excited to announce this week's guest on Retireholics. Entrepreneur, Podcast Host, and Industry Speaker... Melissa Terito, CPA

Deb Rubin, CFP on Retireholics

Fri, 18 Apr 2025 06:02:15 -0700

Honored to have another 401k Industry Expert on the show. Deborah Rubin, CFP has an impressive career in leadership roles with major Recordkeepers. Equally exciting is that her passions extend into success coaching and achieving your best in life and business. This week we talk current 401k Headlines and dive deep into the brain of this 401k Expert!

Guest: Kevin Spaeth

Thu, 03 Apr 2025 16:32:44 -0700

First time guest alert! Kevin Spaeth of PenChecks Trust joins as this week's special guest.

Topics to include: LPL Financial acquiring Commonwealth Financial Network, the new Betterment Podcast, 401GO has a new partnership, the TikTok Financial Advice trend, and Schlichter strikes out again.

Nate Moody on Retireholics

Fri, 07 Mar 2025 06:21:17 -0800

Topics: Do the Disruptors (Guideline, Human Interest, etc) know what they are doing when it comes to compliance work? The ROI of an Advisor Practice, is the ERISA Advisory Council no more? Advisor Revenue to see boost in 2025, and Great Gray Trust Company buys RPAG, WTF!?

The 401k Girls & Retireholics

Fri, 21 Feb 2025 12:00:04 -0800

The 401(k) Girls are joining us this week as our special guests. Jessica Porter, RICP®, AIF® and Hayley Porter, AIF® are two Advisors at BPG Wealth Management on a mission to shake up Financial Services with a fresh and innovative approach.

Retireholics - Michael Olah

Thu, 06 Feb 2025 20:47:05 -0800

Do the vast majority of 401k plan 5500s have a red flag? Under performing investments in recent litigation, Cerulli report says 1 million micro plans by 2029, Roth Catch-Up Loop Holes, and more!

Retireholics & Holly Knight

Thu, 16 Jan 2025 16:35:14 -0800

Juicy 401k News this week, lots to discuss with a fan-favorite guest Holly Knight. What is FutureStep and why have Vestwell and John Hancock partnered?, American Airlines/ESG Lawsuit and cartel-like behavior, Transamerica's Re-Brand, Waivz Webinar, AI in 401k, and more!

Christmas not-so Special!

Fri, 20 Dec 2024 07:12:56 -0800

Nothing like ERISA law & 401k to bring in the holiday spirit.

Retireholics Live - Thomas Clark

Fri, 08 Nov 2024 06:15:20 -0800

He is not afraid to share his opinion, a straight shooter and one of the top ERISA attorneys in the biz, Thomas Clark guests on this week's Retireholics show.

Possible Topics: The Nevin Adams and Shlomo drama....so juicy! Flashlight Segment on SavvyFi, Jania Stout makes big move from One Digital to Prime Capital. What is the DOL's ERISA Advisory Council? Hidden fees in guaranteed income solutions, acrosin, drunk stock tips, and more!

Retireholics Live - Daniel Bryant

Fri, 05 Apr 2024 06:18:07 -0700

Big Time Guest Alert! Daniel Bryant founded Sheridan Road Financial which eventually was sold to HUB, he is an author, adjunct lecturer, entrepreneur and all around baller. Topics to include Todd Kading's Manifesto, Empower's New Small Biz 401k, ARA and Racial Sabings Gap, and DoorDash's new Employee Savings plan. Drunk Stock Tips, Acrosyn and the comeback of the Lame or Game Game. Grab a cold one and join the fun.

Retireholics Live - No plan

Fri, 22 Mar 2024 06:13:29 -0700

We don't know what we are doing, maybe reading some news.

Retireholics Live with Spiro Preovolos

Fri, 08 Mar 2024 06:04:02 -0800

Spiro Preovolos the President of Penchecks joins a live Retireholics. Topics to include: RPAG’s FlexPATH Lawsuit, Voya’s Managed Accounts, Forfeiture Account Happenings and will the Government eventually take over the 401k. We are back with Drunk Stock Tips, Flashlight Segment and a very special announcement for the Retireholics Community. Get your beers on ice and boot up that laptop.

Retireholics Live

Fri, 02 Feb 2024 05:44:30 -0800

Matthew Eickman, J.D. the National Retirement Practice Leader at Prime Capital Investment Advisors/Qualified Plan Advisors joins as special guest on today's Retireholics. Topics to include: Brian Graff and the ARA take issue with Terese Ghilarducci again, The Dystopian Future of Government Controlled Retirement Plans, The New Fiduciary Rule, Negative Press for In-Plan Income Solutions and a New 401Kid Bill has been introduced. Get your laptops booted up and get those beers on ice....it's an all-new episode of Retireholics!

Retireholics Live - a special conspiracy episode

Fri, 19 Jan 2024 06:30:46 -0800

From their secure locations, the Retireholics discuss if Blackrock, Vanguard and State Street rule the world and how ESG, Bitcoin, Target Date Funds and even disruptors like Human Interest are under their control. Make a tinfoil hat and contribute your favorite conspiracy theories in the chat bar.

Retireholics Live with Preston Rutledge

Fri, 22 Dec 2023 06:18:34 -0800

The Honorable Preston Rutledge joins as our guest for the Christmas Special. Topics to include: U.S. House Ways and Means Committee Woke ESG, Osaic acquires Lincoln's wealth management biz, Coffee Badging, Artificial Intelligence backed IRS 5500 marketing strategies, Roth Rollover Legislation, Drunk Stock Tips, a new XMAS game, and more!

Retireholics Live

Fri, 08 Dec 2023 06:40:21 -0800

Today's Show: Special guest Bob Foster of Fiduciary Advocates. Topics to include Bitcoin in 2024, LTPTE and the American Retirement Association ERISA'S Birthday, Advisor Shortcomings, and John Sullivan's juicy article on Rich Dad Poor Dad Robert Kiyosaki. Also...Drunk stock tips from Robey.

Retireholics Live

Fri, 17 Nov 2023 06:32:52 -0800

RobeGuy is back for a special episode that is jam packed with surprises. Topics to include: IBM's new change to plan design, Dave Ramsey Controversy, Empower's 2023 Sales Numbers, Bitcoin's Comeback, Drunk Stock Tips and Yield Curve Inversion. Lets get drunk and talk about financial stuff.

Retireholics - Secure 2.0 - Beagle - Tax Credit Calculators

Mon, 06 Mar 2023 17:40:35 -0800

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

Michelle Richter on Retireholics

Thu, 07 Apr 2022 21:39:34 -0700

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 ...

David Donaldson - Former DOL Investigator

Tue, 05 Apr 2022 12:13:20 -0700

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/

Onstage at the American Trust Conference - Guest: John Moody

Fri, 18 Mar 2022 13:35:58 -0700

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

Founder & CEO at Ubiquity Retirement

Fri, 04 Mar 2022 15:59:27 -0800

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

Chief of Police - Ryan Johansen

Wed, 02 Mar 2022 13:32:19 -0800

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.

David Blanchett - Retireholics

Mon, 14 Feb 2022 14:56:24 -0800

Managing Director, Head of Retirement Research, PGIM DC Solutions

Leah Sylvester

Tue, 08 Feb 2022 14:30:15 -0800

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

Carl Engstrom - Plaintiff’s Attorney

Tue, 01 Feb 2022 14:06:21 -0800

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

John Sullivan - 401k Specialist

Fri, 28 Jan 2022 11:55:37 -0800

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.

Eric Phillips from Human Interest

Fri, 21 Jan 2022 15:08:36 -0800

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.

Keith Gredys

Thu, 16 Dec 2021 19:02:52 -0800

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.

William Hackler at Wealth@Work 2021 in Nashville

Thu, 16 Dec 2021 09:57:58 -0800

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

Laura Rogers of OneDigital

Wed, 15 Dec 2021 12:41:29 -0800

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

Daniella Moiseyev with the Retireholics during Wealth@Work 2021

Tue, 14 Dec 2021 15:23:32 -0800

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

Chris Panagiotu of CAPitalize Your Finances

Wed, 24 Nov 2021 11:09:28 -0800

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.

Erin Hall - Retirement Plan Advisor Summit

Wed, 24 Nov 2021 11:07:21 -0800

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

Nevin & Fred have a podcast!

Fri, 08 Oct 2021 14:33:46 -0700

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.

Brett Shofner - Live@Chicago Institutional Investor RPAS Conference

Fri, 08 Oct 2021 12:09:38 -0700

Federal mandate on retirement plans might be coming with 'Build Back Better', what it means for advisors and who will benefit most.
Brett tells a very long story about how somebody gave him beer in an RV.
Solving your customers needs when it requires the plan sponsors to participate.

Ross Marino - Wealth @ Work Conference

Mon, 27 Sep 2021 16:44:11 -0700

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

Bill Schories - National Sales Director - DCIO at Invesco

Sat, 18 Sep 2021 18:05:58 -0700

Are 401ks only for the privileged? The boys are joined by Bill Schories of Invesco to discuss if 401ks suck, mutual fund scoring, leveraging DCIO partners, and the Nirvana baby.

Josh Itzoe

Thu, 09 Sep 2021 19:16:47 -0700

He's written many leather bound books, and smells of rich mahogany.

Another ‘Shamanda Show‘ takeover

Mon, 30 Aug 2021 22:01:33 -0700

Shannon & Amanda take over Retireholics, like always it's a train-wreck. You are fortunate to be listening to the Podcast version, as the video of this is a seizure inducing CF.

Jennifer Sahady - "Thank You For Coming to My TED Talk".

Thu, 26 Aug 2021 11:01:52 -0700

As all the new tools and tech fail to make the big difference in participant outcomes that we hoped for. Is boring old financial education is where we should be returning our focus?

Sean Patton of Westminster Consulting

Fri, 30 Jul 2021 14:57:00 -0700

Financial Advisor Sean Patton joins the show to discuss aggregators, the convergence of health, wealth and retirement, and strategies around being an HR consultant.

Matthew Jackson - The Retirement Dreammaker

Fri, 02 Jul 2021 10:43:00 -0700

Matthew Jackson the author of The Retirement Dreammaker, he loves retirement, loves Jiu Jitsu and most importantly he loves himself a shhmmmedium t-shirt.

Carrie Ohm - One Digital

Tue, 29 Jun 2021 12:49:39 -0700

We finally get to chop it up with Carrie Ohm. Her role at One Digital gives her a unique vantage point on advisors, retirement plans and the industry as a whole. This was a fun episode, even with Chad's ramblings.

Cindy Dash - Broadridge Senior Vice President

Mon, 21 Jun 2021 12:04:44 -0700

What is a "custodian" for a retirement plan? Now that the DOL is now auditing the cybersecurity of plans and want information involving cybersecurity from vendors and plan fiduciaries, are we safe from hackers? Jania Stout drops in to thank everybody for all their donations to the Leukemia & Lymphoma Society. We play JD's "one of these things doesn't belong" game, which is absolutely pointless for a podcast listener.

Preston Rutledge - Former Head of DOL’s EBSA

Wed, 16 Jun 2021 19:10:19 -0700

We discuss SECURE 2.0, Biden Retirement Plan Tax Proposals, Washington & Lobbyists, and of course Bourbon.

401k Mindfulness with Fred Barstein

Thu, 03 Jun 2021 21:48:28 -0700

We talk about a lot of breaking retirement news, but also take a break to talk about the transformative effects of meditation and how impactful this can be for all us stressed out financial industry folks.

IRA's for kids with Chris Carosa

Wed, 02 Jun 2021 17:35:10 -0700

The Child IRA, why and how you should be helping kids get IRA's and start putting money into it (hint: compound interest).

Gamification in 401k, how it works, who is doing it, should we be doing it?

We also talk about Hamburger Dreams, the book Chris wrote about lore surrounding the invention of the hamburger, and where he thinks the evidence leads.

Rothification of the 401k Match & Crypto in 401k

Fri, 21 May 2021 11:45:20 -0700

Is the volatility of crypto currently too wild to even be considered for 401k, or is their adoption into plans a forgone conclusion and it's just a matter of when. The boys have the "rothification" of the match conversation, and it goes about as good as it's going for anybody else.

John Faustino - Head of Fi360

Fri, 14 May 2021 15:51:58 -0700

SECURE 2.0, the current state of TDFs? Advisors and Fund Review Best Practices

The concept of teaching training for Plan Sponsors AKA- Fiduciary Essentials for Defined Contribution Plans.

Nevin Adams article about Congress and TDFs. https://www.napa-net.org/news-info/daily-news/are-target-date-funds-target

401k Fridays host Rick Unser

Fri, 07 May 2021 16:22:43 -0700

Rick asked the longest Quiz of Death question ever and nobody could agree on the right answer, but we still zaped Chad with our new large breed shock collar.

Katie Boyer - PensionPro & ACROSYNpro

Thu, 29 Apr 2021 19:24:04 -0700

Wow, Katie Boyer managed to get through the whole show with only #4 ACROSYN fails. That's pretty damn impressive. Oh wait, I'm suppose to try and type 401k TPA like keywords in here for SEO, not just say what's important... which is Katie Boyer is friggen LEGEND!

Michael Kitces - This dude has a Wikipedia page!

Wed, 28 Apr 2021 10:29:44 -0700

Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most influential" advisors list.

- https://en.wikipedia.org/wiki/Michael_Kitces

Sheri Fitts - Showing up to virtual.

Fri, 30 Oct 2020 03:39:48 -0700

Marketing creative expert, who has been serving the financial industry for that last 25+ years, talks about how advisors need to actually put some effort into their virtual meeting approaches.

Aaron Pottichen ("The Champ") - Is the 401k an emergency savings?

Sun, 23 Aug 2020 22:14:07 -0700

Fred Reish (ERISA legend)

Thu, 13 Aug 2020 18:22:06 -0700

Lisa Allen from Advisor 2x - Giving Back

Sun, 21 Jun 2020 15:12:52 -0700

Chief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.

Jeanne Fisher shares her 401k marketing secret sauce

Wed, 17 Jun 2020 16:11:09 -0700

One of the hardest working financial advisors you'll ever meet. She shares with us her mindset that helps her kill it in the 401k space.

Thomas Clark - PPP Pittfalls for Plans

Tue, 02 Jun 2020 14:00:16 -0700

We love this guy, he's litigating ERISA Attorney that speaks straight and cuts to the heart of confusing issues. If it was up to us, this show would have been 5 hours (and if his kid wasn't pulling on his sleeve).

Sal Tripodi - The ERISA God!

Sun, 17 May 2020 14:06:46 -0700

One our of favorite guest, an absolute legend in the TPA world, the man with all the answers, SAL (fricken) TRIPODI.

You'd think somebody so smart could avoid saying the Prohibited Word 50 times, but I guess not.

Matthew Wolniewicz - 401k Financial Advisors Marketing Post Pandemic

Tue, 12 May 2020 12:02:49 -0700

Matthew Wolniewicz, President of Fi360 took a break from watching the draft, and talked to the Retireholiks about what advisors did for their clients during the pandemic is going to be Publish now a great talking point to a prospect in a post pandemic point of sale.

Steps for Financial Advisors to take online.

Fri, 01 May 2020 17:39:07 -0700

#10 Samantha Russell walks us through actions financial advisors should be taking during the Covid-19 pandemic.

The top 3 are super critical.

1. Check all outgoing scheduled communications for anything tone def to Covid-19
2. Update contact info on website, if how people reach you has changed during this time.
3. Check 'Google My Business' and make sure it's the information you want people to see for your business.

Coronavirus Impact on Recordkeepers

Fri, 01 May 2020 16:50:59 -0700

Bill Harmon of Voya Financial on what they are seeing with CRD's (Coronavirus-Related Distribution), and why they took the step to waive their fees on CRD processing.

Voya had a fast transition to working at home, is the Coronavirus going to change how they or other recordkeepers do business in the future?

401k's future, better with Trump or Biden?

Sat, 18 Apr 2020 14:06:05 -0700

John Sullivan - Editor-in-Chief of 401kSpecialist Magazine came down from his crystal tower to hang out in the gutter. We talk Trump vs Biden for the health of 401k, and JD tells John how to run his business.

Alex Assaley AIF - Talking to your clients in a pandemic.

Sat, 11 Apr 2020 23:52:24 -0700

One of our favorite guest, Alex Assaley popped in, to let us know what he was doing to service his clients during this tumultuous time in our lives.

Rick Unser - What a post pandemic 'Point of Sale' meetings should look like.

Fri, 10 Apr 2020 21:52:04 -0700

401k Fridays podcast (go subscribe right now) host Rick Unser zoomed in with the Retireholiks to discuss a variety of topics.

Sheltering In Place - Guest: Nevin Adams

Fri, 10 Apr 2020 19:03:34 -0700

Nevin Adams joined us to discuss some of the latest emergency details of the CARES Act, and the provisions the ARA wants plan sponsors and participants to know about.

Jania Stout - Sheltering In Place - Retireholi(k)s

Tue, 07 Apr 2020 12:54:25 -0700

As we're all on lock down because of the Coronavirus, we had Jania Stout (The 4 billion dollar woman) come on a Zoom meeting and discuss some of what's going on.

Sal Tripodi - 20th Annual Hawaii ERISA update Seminar

Fri, 06 Dec 2019 10:22:37 -0800

401k industry legend Sal Tripodi came on the show to close out the 20th Annual Hawaiian ERISA Update seminar. We talk Secure Act expansion of Safe Harbor rules. What can be done to get the younger generation to save more, how bigger fund menus might be a mistake, and what TPA's should ready themselves for introduction of Open MEP (Multi Employer Plan).

Thank you to PensionPro, Millennium Trust, Penchecks, Spectrum Pension Consultants, Inc. for having us out!