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The 401k Study Group

Content that Moves the Needle


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

On-Demand Episodes

James Holland from Millennium Investment and Retirment Advisors joins us for a short preview of his upcoming conference. This is the third year for the Advisor-centric event. Take a listen to learn more.

Today, Aaron Pottichen, CRPC, CRPS joins me to discuss the key performance indicators of a 401k plan. Are Plan Sponsors keying in on the right metrics to measure plan success? What are those key metrics. Aaron joins me today to... more

Today Tom Clark from The Wagner Law Group joins me to discuss the next wave of ERISA Litigation.

Kathleen (Kate) McBride, AIFA® joins me on the show today. We will discuss CEFEX Certficiation what it is, how to obtain it and how it can help a 401k Advisory Practice grow and retain retirement plan clients. Kate is the founder of... more

Today Mike Shamburger, Head of Territory Sales - T. Rowe Price joins me today to disuss the upcoming webinar series featuring Ann Scheck. The webinars are designed to help 401k Advisors jump start their growth and retention efforts for... more

Dave Grant, CFP is no stranger to education. Not only is he married to an educator his practice has been built to help those on that profession. Dave recenlty launched The Finance For Teachers Network. Today he and I will... more

Today I chat with Andrew J. Evans, MBA about the ins and outs of Advisor transitions. Why do Advisors move? What are the reasons and the hurdles to be considered when moving. How does a firm like Atlantic Financial Group help... more

Today I chat with Ross Marino. Ross Marino, CFP, ChFC, and CEO of Rekon Intelligence. We are discussing the Excel 401k Event, an Advisor Symposium taking place in Las Vegas in October of 2015. We wanted to speak with Ross to... more

Many Advisors and Plan Sponsors are reluctant to reach out to ERISA Attorneys unless they or their clients encounter issues. Today we speak with Thomas Clark, JD, LLM an ERISA Attorney with The Wagner Law Group. We discuss the... more

As a new segment we will be answering questions from the field from 401k Advisors. The guest will rotate to give Advisors fresh perspectives about all things 401k related. Submit your questions to us on Twitter by contacting us there... more