401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. more

401(k) Specialist's new biweekly podcast series 'The 401(k) Specialist Pod(k)ast' provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners. more

Let's face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today's employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we'll explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement. Hosted by CAPTRUST's Defined Contribution Practice Leader Jennifer Doss and CAPTRUST's institutional business head, Scott Matheson, the two provide the unique perspective of overseeing the retirement plan practice at one of the largest registered investment advisors in the U.S. To learn more about CAPTRUST, visit captrust.com. more

The Directed IRA Podcast , hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company ( directedira.com ), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades. Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook , and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen. more

Get the retirement insights you need from the retirement leader who millions trust every day. This award-winning podcast equips you with knowledge, tools, and confidence to create the future you imagine. For over 50 years, T. Rowe Price has been asking questions to gain a deep understanding of investors' retirement challenges and goals. See where our curiosity can take you. more

Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to enhancing the retirement prospects of hard-working Americans, then this podcast is tailor-made for you. Whether you relish in-depth interviews with industry experts discussing crucial topics or seek concise tips for fiduciary best practices, More Than A Fiduciary is your go-to resource. Tune in and elevate your understanding and performance in this crucial domain. more

Irreverent, but relevant. Nevin Adams and Fred Reish offer listeners their perspectives on all things retirement. more

The 401k Playbook is a podcast for advisors, by advisors...or one advisor to be specific.This podcast is for any advisor looking to get into the 401k space, grow their 401k business, or learn more about what it means to be a 401k advisor.In this podcast, Grant interviews 401k advisors, thought leaders, and experts about their journey in the 401k space.But this isn't just about making more money. This is about people and stories. We will talk about the best parts of our work and the hardest parts of both our work and our journey.Grant Ellis has been in the 401k space since 2005. He has worked for a recordkeeper, owned a TPA firm, consulted for the largest brokerage firm in the world, and owned multiple 401k and wealth management practices.He has deep experience and knowledge in the 401k advisory world, but more than anything he loves connecting with people and hearing their stories. more

Are you currently participating in your employer's retirement plan, considering enrolling or on the doorsteps of retirement? Well join Jason Parese and Nick Sparks every other week as they share the latest in retirement news, insights and thought leadership. Jason and Nick are associates of ADP Retirement Services who are registered representatives of ADP Broker Dealer, Inc., Member FINRA (FINRA.org), an affiliate of ADP, Inc. more

Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks) more

Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it's an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans. more

The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business. more

Inside The Plan With The 401(k) Brothers is a production of Horizon Financial Group, located in Baton Rouge, LA. The show handles topics and questions that often arise from participants of company retirement plans. Bill Bush and Andy Bush are indeed brothers, but NOT twins.Registered Representatives offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810 more

Business Owner Financial and Tax Saving Strategies podcast explains financial and tax savings strategies so you as a business owner keep more of your hard earned dollars. We explore everything from how to set up your company's 401k retirement savings plan, run your 401k plan efficiently, and how to maximize your 401k savings. Your controller and CPA are not experts in financial planning or tax strategy savings across your personal and business life. This podcast will help you with some often missed common savings opportunities and lessor known strategies that will help you save more money. All legal.Inspired by how much money Brandon realized he could have been saving as a small business owner over twenty years, This podcast is for all solopreneurs, entrepreneurs and small to medium sizes business owners so they don't leave money on the table. more

Do you have 100 eligible participants in your 401(k) plan? If so, you might need a 401(k) audit. Anders CPAs + Advisors helps make the audit process as smooth as possible for companies across the United States. This podcast seeks to help companies learn everything they need to know about 401(k) audits, the audit process, and what you need to look for when searching for a 401(k) auditor.Tune-in monthly as Kim Moore, Director + 401(k) Audit at Anders, and special guests share the knowledge and experience acquired from decades of experience performing 401(k) audits. We'll answer some of the most common questions like does my company need a 401(k) audit? What do we need to do to prepare for a 401(K) audit? And much, much more. more

The 401(k) Marketing Podcast with Rebecca Hourihan from 401(k) Marketing will help you become the go-to expert in your community. Rebecca and her team share their ideas and resources to help you professionalize your firm, demonstrate your authority, and rise above your competition! more

Sentinel Pension presents The Sentinel Show! Join Sentinel Pension Partner, Melissa Terito, and Director, Kasey Melancon, as they explore hot topics in the retirement plan industry. more

Educate yourself on the advantages of a Check Book IRA LLC or a Solo 401(k). Learn how to super charge your investment earnings by having truly Self Directed IRA retirement plan. Tune in to the experts and their guests each week or visit them at www.CheckBookIRA.com or call (800) 482-2760 more

The Executive Interview is a short-form podcast featuring leaders in the retirement plan space describing relevant issues and their reactions to them. Whether it's regulation, legislation, strategy or a host of other hot topics, listeners hear directly from those involved, and how it can (and will) affect their business. more

Podcast from That 401(k) Site, hosted by ERISA Attorney Ary Rosenbaum featuring 401(k) news, discussions, and legal opinions. more

Our quarterly podcast, 'Retirement Plan Insider,' brings you everything you need to know about defined contribution (DC) plan governance, operations, investments and compliance. Each quarter, Segal's DC experts will be giving you the lowdown on the latest developments in the field. From regulatory issues and best practices to investment strategies, we'll be covering it all. more

The 401(k)ouple Podcast from Hunter Benefits brings you real-world conversations about 401(k) compliance, small business retirement plans, and the evolving retirement industry. Hosted by Christopher and Katherine Tipper, this podcast pulls back the curtain on what's working—and what's not—in the world of plan administration. Whether you're a financial advisor, business owner, or industry insider, you'll find insights, laughs, and straight talk to help you navigate the complexities of retirement plans with confidence. more

There are almost 600,000 U.S. 401(k) plans. These plans collectively cover more than 100 million participants. They have nearly $6 trillion in assets. Two principal laws governing these plans, the Internal Revenue Code (the 'Code') and the Employee Retirement Income Security Act (ERISA), set out a series of rules that are mind-numbingly complex. In or about 2007, a plaintiff class action law firm sued a dozen very large 401(k) plans of name-brand employers generally alleging plan mismanagement. What started as a 'trickle' of lawsuits morphed into a torrent in the years that followed, and there is no sign of the trend abating. Plan sponsors have responded by focusing on plan compliance and governance, which includes the establishment of retirement plan fiduciary committees, which tend to be consult-advised and subject to formal, written policies and procedures.The purpose of the Retirement Committee Field Guide podcast is to educate retirement committee members and their advisors on committee composition, management, training, and best practices. Each month we interview a guest such as a retirement plan advisor or consultant committee member, or academic to provide insight on fiduciary basics, committee governance, emerging best practices, developing law, and related topics. more

Lucas and Luna sit down for a calm, data-driven conversation about retirement planning — specifically the nuts and bolts of 401(k)s, IRAs, and how to build a savings strategy that actually works for your timeline. They start by walking through the mechanics of a traditional 401(k): how contribution limits work, what employer match really means, and why the difference between pre-tax and Roth contributions matters more than most investors realize. Luna pushes Lucas on common pitfalls — like how many people treat their 401(k) as a savings account rather than a long-term growth vehicle, and why cashing out early is almost always a mistake. They then compare the three main IRA types — Traditional, Roth, and SEP — and unpack the income limits, tax implications, and withdrawal rules that can trip up even disciplined savers. Along the way, they reference real-world examples: a hypothetical 35-year-old earning $80,000 and deciding between Roth and Traditional, a self-employed freelancer weighing a SEP IRA versus a Solo 401(k), and a couple approaching retirement who need to rebalance their asset allocation. Lucas and Luna don't just list options — they question assumptions. Should you prioritize your 401(k) match before opening an IRA? Is a backdoor Roth worth the paperwork? And when does 'set it and forget it' stop being a strategy and start being neglect? Whether you're just starting your first job or recalibrating a decade into saving, this conversation will leave you with a clearer sense of which account types fit your specific situation — and what numbers you need to track to stay on course.#RetirementPlanning #401k #IRA #RothIRA #TraditionalIRA #SEPIRA #Solo401k #EmployerMatch #RetirementSavings #TaxAdvantaged #CompoundInterest #AssetAllocation #BackdoorRoth #PersonalFinance #Finance #FexingoBusiness #BusinessPodcast #BusinessKeep every episode free: buymeacoffee.com/fexingo more

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. more

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWor(k)s and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us. more