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 tarafından oluşturuldu

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!Retireholics tarafından oluşturuldu

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

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 Co…

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 …

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

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…

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, Negati…

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 tarafından oluşturuldu

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!…

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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…

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 J…

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-adviso…

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

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

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.Retireholics tarafından oluşturuldu

Managing Director, Head of Retirement Research, PGIM DC SolutionsRetireholics tarafından oluşturuldu

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-AmRetireholics tarafından oluşturuldu

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

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.Retireholics tarafından oluşturuldu

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.Retireholics tarafından oluşturuldu

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.Retireholics tarafından oluşturuldu

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

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

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

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.Retireholics tarafından oluşturuldu

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.pdfRetireholics tarafından oluşturuldu

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.Retireholics tarafından oluşturuldu

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.Retireholics tarafından oluşturuldu

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 NASHVILLERetireholics tarafından oluşturuldu

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.Retireholics tarafından oluşturuldu

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

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.Retireholics tarafından oluşturuldu

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?Retireholics tarafından oluşturuldu

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

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

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.Retireholics tarafından oluşturuldu

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…

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

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.Retireholics tarafından oluşturuldu

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…

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.Retireholics tarafından oluşturuldu

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…

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.Retireholiks tarafından oluşturuldu

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!Retireholiks tarafından oluşturuldu

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 Adv…

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.Retireholiks tarafından oluşturuldu

Retireholiks tarafından oluşturuldu