The 401k Study Group

Content that Moves the Needle

United States, EnglishBusiness

Hear interviews from the innovators in the qualified retirement plan space.

On-Demand Episodes

00:34

Edward Dressel President, Trust Builders, Inc. the maker of TRAK Software will be on the show today to discuss how his software is helping Advisors educate plan sponsors and plan particpants about retirement. His software includes... more
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00:37

Alice Whinnery (former CPA from PriceWaterhouseCoopers) and a Workplace Financial Education Specialist for more than two decades will sit down and chat with me. Advisors will hear about bundling educational solutions. Alice... more
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00:45

Paul Smith, AIF | NAPLIA Vice President will discuss the points of interest and contention with E and O Coverage, Fiduciary Insurance and Individual vs. Group Coverage. Paul is a former Advisor with an interesting take on this infrequently... more
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00:20

Sean Kelly, Director of Retirement Services will discuss how Wisdom Trees fundamental strategies are making them a resource in the qualified plan space. Mr. Kelly will also discuss how Wisdom Tree has positioned itself to... more
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00:31

Log on and Listen to Todd Jenkins, EVP of Sales discuss how Acceleration Retirement can help you improve your lead generation and business intelligence. Acceleration Retirement provides sales, marketing, analytical, and process... more
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00:32

Tune in and listen to Mike Ziccardi discuss how Adviceware is changing retirement one portfolio at a time. Adviceware is a cutting-edge online program that guides users through a 5-minute experience. The software evaluates... more
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00:44

Please tune in to listen to Jason Grantz, QPA, QKA, AIF and I discuss the myriad of numbers and letters that Plan Sponsors have to decipher. Advisors in the Qualified Plan should listen in to learn how Unified Trust can assist you and... more
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00:30

Listen to Aaron Klein CEO @ Riskalyze discuss why his web-based risk tolerance platform is making Advisors lives easier, more productive and powerful.
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00:26

Jeff Linkowki from InspiraFS will discuss why Advisors should consider using an Automatic IRA Rollover specialist to add value to your relationships, ease fiduciary liability and simplify the administrative burdens for the Plan Sponsor.
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00:26

Ken Cochrane, Managing Director of Pulse Logic and I chat about four (4) trends changing the Qualified Plan Advisors Practice.
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