Cover image of 401(k) Fridays Podcast

401(k) Fridays Podcast

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, impr... Read more

Ranked #1

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401(k) Audits - Truth vs. Myth

401(k) Audits - Truth vs. Myth

Introduction The 401(k) Fridays podcast offers companies of all sizes free strategic, educational and actionable content... Read more

23 Feb 2016

43mins

Ranked #2

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The IRS & Your 401(k) Plan

The IRS & Your 401(k) Plan

Over the years, and certainly recently there has been a lot of focus on the Department of Labor and their role in overse... Read more

19 May 2017

1hr 2mins

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Ranked #3

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Has the Index vs. Active Management Debate Finally Been Won?

Has the Index vs. Active Management Debate Finally Been Won?

Have index funds dropped the proverbial mic, walked off the stage and declared victory in the decades long debate of act... Read more

21 Apr 2017

1hr 3mins

Ranked #4

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Is Your Retirement Plan Unattractive to ERISA Plaintiffs Attorneys?

Is Your Retirement Plan Unattractive to ERISA Plaintiffs Attorneys?

We have spent a lot of time on the podcast talking about how to make your retirement plan stronger and healthier.  Today... Read more

31 Mar 2017

1hr 12mins

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Ranked #5

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Target Date Retirement Funds: Morningstar Shares Insights For Retirement Plan Fiduciaries

Target Date Retirement Funds: Morningstar Shares Insights For Retirement Plan Fiduciaries

It wouldn’t be an exaggeration to say that Target Date Funds (TDFs) have grown exponentially within the last few years. ... Read more

21 Jul 2017

1hr 3mins

Ranked #6

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A Broker, Cowboy or Consultant: Which Type of 401(k) Advisor Are You Working With?

A Broker, Cowboy or Consultant: Which Type of 401(k) Advisor Are You Working With?

Employers and Retirement Plan Fiduciaries have the difficult task of selecting retirement plan advisors. The names and t... Read more

23 Jun 2017

51mins

Ranked #7

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Keeping the 401(k) Boogey Man Away: A Conversation with THE 401(k) Litigator Jerry Schlichter - Part 1 of 2

Keeping the 401(k) Boogey Man Away: A Conversation with THE 401(k) Litigator Jerry Schlichter - Part 1 of 2

This episode marks a few milestones on the 401(k) Fridays Podcast, it’s the 100th episode, the first episode of 2018 and... Read more

5 Jan 2018

46mins

Ranked #8

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Selecting Index Funds: Just Look At Expense Ratios, or Is There More To Consider?

Selecting Index Funds: Just Look At Expense Ratios, or Is There More To Consider?

For the last several years a consistent message in the marketplace for retirement plan sponsors, participants and the in... Read more

21 Jun 2019

1hr 4mins

Ranked #9

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Active Investment Management in Retirement Plans: Can a Prudent Fiduciary Only Select Index Funds Now?

Active Investment Management in Retirement Plans: Can a Prudent Fiduciary Only Select Index Funds Now?

More and more frequently when I see a news piece or industry article about 401(k) or workplace retirement plans, a key e... Read more

18 Aug 2017

58mins

Ranked #10

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Outsourcing Your 401(k) Fiduciary Responsibility: Can You, Should You & Why Would You?

Outsourcing Your 401(k) Fiduciary Responsibility: Can You, Should You & Why Would You?

An offer to outsource or delegate your fiduciary responsibility for your workplace retirement plan can be pretty temptin... Read more

29 Sep 2017

1hr 5mins

Ranked #11

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Student Loan Debt: Perspectives on the Challenges & Solutions

Student Loan Debt: Perspectives on the Challenges & Solutions

Episode Description Thanks to my parents diligently setting aside money in savings bonds and my decision to attend an in... Read more

4 Nov 2016

57mins

Ranked #12

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Frustrated By Complex 401(k) Terms? We'll Help You Clarify If It Is Jargon, Gibberish or Jumbled

Frustrated By Complex 401(k) Terms? We'll Help You Clarify If It Is Jargon, Gibberish or Jumbled

Today we have a little fun, I am excited to welcome back J.D. Carlson who by day is the President & CEO of Plan Desi... Read more

18 Oct 2019

1hr 12mins

Ranked #13

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Top Ten Workplace Retirement Plan Administration Mistakes: What They Are, Why They Happen & How To Fix Them!

Top Ten Workplace Retirement Plan Administration Mistakes: What They Are, Why They Happen & How To Fix Them!

Unfortunately, mistakes are made when running workplace retirement plans.  My guest, Marcia Wagner, the founder of The W... Read more

20 Apr 2018

1hr 7mins

Ranked #14

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Changing 401(k) Recordkeepers? Strategies to Make the Process Seamless vs. Stressful!

Changing 401(k) Recordkeepers? Strategies to Make the Process Seamless vs. Stressful!

The idea of changing workplace retirement plan recordkeepers, or going through a "conversion" in retirement plan lingo, ... Read more

3 Nov 2017

56mins

Ranked #15

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Contemporary 401(k) Fiduciary Fundamentals: Jason Roberts

Contemporary 401(k) Fiduciary Fundamentals: Jason Roberts

Happy New Year and here is looking forward to another successful year on the 401(k) Fridays Podcast! We kick things off ... Read more

4 Jan 2019

1hr 2mins

Ranked #16

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401(k) Ch-Ch-Changes in 2019: What to Know about Recent Tax Reform, Plan Design, and Financial Wellness

401(k) Ch-Ch-Changes in 2019: What to Know about Recent Tax Reform, Plan Design, and Financial Wellness

Welcome back to new episodes of the 401(k) Fridays Podcast! After taking a little hiatus in July I am really excited abo... Read more

3 Aug 2018

1hr 9mins

Ranked #17

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Learning From 401(k) Participants' Questions & Actions

Learning From 401(k) Participants' Questions & Actions

Sometimes employers will comment, we don’t hear to much about the 401(k) from our employees, well that’s not because you... Read more

13 Oct 2017

47mins

Ranked #18

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401(k) Plan Design Made to Fit

401(k) Plan Design Made to Fit

Episode Summary If you feel like you are spending the “right amount of money” in your retirement plan but not getting th... Read more

13 Apr 2016

54mins

Ranked #19

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401(k) M&A, Grace Periods, Controlled Groups & Discrimination Testing

401(k) M&A, Grace Periods, Controlled Groups & Discrimination Testing

This is our second episode where we tackle the ins and outs of retirement plan discrimination and compliance testing.  T... Read more

10 Mar 2017

59mins

Ranked #20

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Workplace Retirement Plan Mega Trends

Workplace Retirement Plan Mega Trends

Do the largest 0.1% of workplace retirement plans in the country or the “Mega Plans” do things the same as the other 99.... Read more

5 Oct 2018

1hr

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