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401(k) Specialist Podcast

401(k) Specialist Magazine

129 episodes

2 weeks ago

Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement income strategies—and especially various types of annuity products—can shape participant outcomes in a world of longer lifespans and ongoing market uncertainty. In this episode of the 401(k) Specialist Pod(k)ast, Editor-in-Chief Brian Anderson sits down with Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life, to break down the report’s most compelling findi...

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Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement income strategies—and especially various types of annuity products—can shape participant outcomes in a world of longer lifespans and ongoing market uncertainty. In this episode of the 401(k) Specialist Pod(k)ast, Editor-in-Chief Brian Anderson sits down with Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life, to break down the report’s most compelling findi...

Show more...

Episodes (20/129)

401(k) Specialist Podcast

Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso

Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement income strategies—and especially various types of annuity products—can shape participant outcomes in a world of longer lifespans and ongoing market uncertainty. In this episode of the 401(k) Specialist Pod(k)ast, Editor-in-Chief Brian Anderson sits down with Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life, to break down the report’s most compelling findi...

2 weeks ago

21 minutes

401(k) Specialist Podcast

Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently

A recent survey from American Century Investments reveals some surprising disconnects between retirement plan sponsors and the workers participating in their 401(k) plans. The findings uncovered some sizable gaps in how each group views participant preparedness, risk tolerance, and even the basic functionality of common retirement products. To break down the results of the 12th Annual National Retirement Survey and shed light on what’s behind these disconnects, we welcome Glenn Dial, Senior R...

4 weeks ago

13 minutes

401(k) Specialist Podcast

Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen

Retirement technology is rapidly transforming the way advisors and plan sponsors deliver planning advice. In this episode of the 401(k) Specialist Podcast, Editor-in-Chief Brian Anderson sits down with Michael Allen, Morningstar Retirement’s Global Head of Retirement Technology, to explore how innovation is making retirement advice more personalized, scalable, and impactful. Allen shares insights on how Morningstar turns ideas into digital solutions, the technologies most likely to redefine t...

1 month ago

12 minutes

401(k) Specialist Podcast

Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch

Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO, and Cheryl Morrison Deutsch, the company’s Chief Experience Officer, to explore how modern automation, integration, and design thinking are helping small businesses launch and manage 401(k) plans more efficiently than ever before. Key Insights Driving Financial Equity Through Innovation By integr...

2 months ago

13 minutes

401(k) Specialist Podcast

Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next

Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins, CFA, Managing Director of Defined Contribution Solutions at Invesco to explore what this potential shift could mean for advisors, plan sponsors, and participants alike. Jenkins, who works with plan sponsors, consultants and advisors on DC-related products and custom applications, shares his thoughts o...

2 months ago

10 minutes

401(k) Specialist Podcast

Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning

Automated plan features in 401(k)s such as auto-enrollment and auto-escalation have become essential tools for boosting employee participation and contribution levels. Marc Howell and Felix Okwaning, who are both Managing Directors—Enhanced Plan Design at Principal Financial GroupⓇ, share some compelling new research showing employees not only stay in auto features but increasingly expect them, explore budget-friendly strategies to implement them, and discuss how failing to act can create cos...

3 months ago

23 minutes

401(k) Specialist Podcast

Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren

In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when they’re triggered, how they’re calculated, and why they matter. Bill McLaren, Stable Value Business Leader for the Retirement Plan Services Business at Lincoln Financial, joins us to explain why MVAs can catch plan sponsors off guard—especially during a recordkeeper change—and what advisors can do to protect participants. Find out more about stable value inve...

3 months ago

9 minutes

401(k) Specialist Podcast

Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa

Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administration, many advisors, plan sponsors and fiduciaries are understandably hesitant to jump in. To get a better idea of what private equity investments can bring to the table, we speak with Maura Reilly Kennedy and Michelle Rappa of investment manager Neuberger Berman, a pair of highly accomplished subject matter experts when it comes to private eq...

4 months ago

16 minutes

401(k) Specialist Podcast

Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos

Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing retirement who want to reduce market risk while still earning a competitive yield. But recent market conditions and interest rate changes have raised new considerations for these low-risk options. In this episode of the 401(k) Specialist Podcast, Matt Condos, Senior Vice President of Retirement Plan Se...

4 months ago

15 minutes

401(k) Specialist Podcast

Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso

As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring sustainable income—what’s also known as "value creation." Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life Insurance Company of North America, joins the 401(k) Specialist Pod(k)ast to shed light on the changes and innovations shaping the future of retirement security. In her role, Kelso provides research, analytics and product expert...

5 months ago

14 minutes

401(k) Specialist Podcast

Previewing SWAY | LIVE 2025 with Sheri Fitts

The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in personal branding for financial advisors and 401(k) marketing. Audio here Sheri explains what sets the conference apart. It focuses on helping attendees strengthen their personal brand through storytelling and human connection. Additionally, she highlights key agenda items and explains why th...

7 months ago

15 minutes

401(k) Specialist Podcast

Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision'

Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptocurrency investments in 401(k) plans. The move is seen as a removal of a big regulatory roadblock that forced plan fiduciaries to exercise “extreme care” before adding crypto to 401(k) investment menus, in line with the Trump administration’s expressed desire to eliminate what it sees as regulator...

7 months ago

9 minutes

401(k) Specialist Podcast

Unlocking SMB Market Success with 401GO’s Stan Smith

One of the most promising—and rapidly evolving—segments of the retirement plan industry is the small- to medium-sized business (SMB) market. With a wave of government incentives and employee expectations for workplace benefits on the rise, the time is ripe for innovation and growth. To help unpack the challenges and opportunities in serving this critical market, we’re joined by Stan Smith, Chief of Growth at 401GO, a digital-first recordkeeper focused on making 401(k) plans more accessible an...

8 months ago

20 minutes

401(k) Specialist Podcast

Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield

The integration of guaranteed lifetime income solutions into workplace retirement plans remains a hot topic among plan advisors, sponsors and participants. To get an idea of the current state of these efforts, we talk with Matt Stubblefield, Aggregator Channel Director at Allianz, who highlights some key findings from a new report by the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America. The report that examines participant attitudes, prefere...

8 months ago

19 minutes

401(k) Specialist Podcast

Creating the 'Next-Gen 401(k) Report' with KWP Growth Partners’ Will Prest and Lisa Kottler

The inaugural "Next-Gen 401(k) Report" from KWP Growth Partners is being released on April 8, unveiling a dozen transformative trends that are shaping the future of retirement plans, putting the spotlight on 60 leading digital-forward companies that are driving innovation in the workplace retirement plan space. Will Prest, Managing Partner for KWP Growth Partners and Lisa Kottler, KWP’s Partner of Strategic Growth and Innovation, join this episode of the 401(k) Specialist Podcast to discuss t...

9 months ago

16 minutes

401(k) Specialist Podcast

Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong

In this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin Armstrong, co-lead manager of the Invesco Comstock Fund, who is Senior Portfolio Manager and Director of U.S. Value Research at Invesco. With market uncertainty and shifting economic conditions, value investing remains a compelling strategy for long-term retirement savers. Armstrong breaks down why large-cap value stocks help to diversify 401(k) plan holding...

9 months ago

19 minutes

401(k) Specialist Podcast

Taking the Reins at Viking Cove Institute: New President Amy Glynn

It was announced at the start of the recent Viking Cove Institute 2025 Industry Leaders Summit that well-known retirement industry veteran Amy Glynn would be taking the reins as President at the unique independent organization that boasts a membership of over 600 advisors across roughly 200 firms. Glynn joins the 401(k) Specialist Pod(k)ast to talk about the transition, the recent summit, why advisors need independent guidance, and some key new initiatives set to roll out this year at Viking ...

10 months ago

11 minutes

401(k) Specialist Podcast

401(k) Forfeiture Lawsuits and SECURE 2.0 compliance with Richard Clarke

The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where employers are accused of using forfeited funds to benefit the company instead of plan participants. Richard Clarke, Chief Insurance Officer at Colonial Surety Company, a leading direct seller and writer of surety bonds, joins the 401(k) Specialist Podcast to address why plan sponsors need to remain vigilant and have the proper guardrails in place to mitigate the risk of a costly...

10 months ago

19 minutes

401(k) Specialist Podcast

Holly Knight’s High-Profile Move to Alera Group

High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent move from NFP to Alera Group, where she is in the newly created role of “Director of Retirement Advisor Services.” Knight explains the rationale behind the move and why she believes the young and growing company is uniquely positioned to deliver true financial integration for its clients, and how she plans to tackle the task of building scalable infrastructure. Key Insig...

11 months ago

11 minutes

401(k) Specialist Podcast

Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan

A second Trump Administration, coupled with new leadership at the SEC and Department of Labor, brings the potential for significant changes in the regulatory environment in Washington, including discussions that could impact retirement tax incentives and their role in encouraging long-term savings. For insight on what this could mean when it comes to the retirement industry, we check in with Eric J. Pan, President and CEO of the Washington, D.C.-based Investment Company Institute. ICI is the ...

11 months ago

10 minutes