The 401k Study Group

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

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Today my guest is Amy Buttell, CEO of Lake Effect Creative. Amy is a financial storyteller. She works with financial services professionals to craft compelling stories by using various types of print and digital media. With over 14 years of... more

Join me today as I chat with Michael Weiner, CFA Chief Investment Officer for Unified Trust. Mike's regular "Under The Hood" posts have become a favorite desitation for practical and current investment insights. Michael will discuss the... more

Join me today as Andrew Windsor, CFA from Unified Trust N.A. discuss volatility management and why it matters. We will discuss why the market is starting to produce products designed to control volatility and the pros and cons of those... more

Join me as I chat with Brad Hunter, CEO of Foglifter as we discuss his integrated video and marketing platform for Financial Advisors. Brad and I will discuss how his platform and short, meaninful videos are bringing clients to the door of... more

Join me as I chat with Eddie Griffin, AIF about July Business Services and how Advisors should POP! to succes in the qualified plan space. Eddie is the NE Regional Consultant for July Business Services and a long time supporter of... more

Join us today as I discuss the recent wave of ERISA litigation with Dr. Greg Kasten CEO of Unified Trust, NA. Dr. Kasten and I will discuss the reasons for and some particiluar outcomes of recent cases and their impact on the 401k... more

Please join me as I chat with David Donaldson about the addition of TPA Serverices to his already robust ERSIA Smart Services. David is a Former DOL Senior Investigator, industry expert and frequent speaker and consultant on all... more

Join me as I chat with Joe Reese, QPFC, AIF as we discuss the change from funds, fees and fiduciary discussions to retirement readiness. Has the market tired of hearing about expenses and invetstments. What is the determining factor... more

Ryan Mumy, CFP, AIF® joins me on the show today to discuss how he has grown his qualified plan business by using the team approach. Ryan's Qualified Retirement Plan division works closely with plan sponsors & CPA Audit firms to... more

Join me and Jason Grantz, QPA, AIFA as we discuss the challenges Advisors face when working with carriers in the DC Space. Can you differentiate yourself by not taking on all comers? Is choosing the right client and right partner... more