Ranked #1
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
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43mins
Ranked #2
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
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1hr 2mins
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Ranked #3
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
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1hr 3mins
Ranked #4
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
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1hr 12mins
Ranked #5
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
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1hr 3mins
Ranked #6
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
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51mins
Ranked #7
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
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46mins
Ranked #8
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
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1hr 4mins
Ranked #9
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
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58mins
Ranked #10
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
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1hr 5mins
Ranked #11
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
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57mins
Ranked #12
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
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1hr 12mins
Ranked #13
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
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1hr 7mins
Ranked #14
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
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56mins
Ranked #15
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
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1hr 2mins
Ranked #16
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
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1hr 9mins
Ranked #17
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
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47mins
Ranked #18
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
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54mins
Ranked #19
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
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59mins
Ranked #20
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
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1hr