The 401k Study Group

Content that Moves the Needle


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

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Advisors have to make hard decisions when it comes to marketing. There are many methods to reach potential new clients. This is excpetionally true in the retirment plan arena. James Holland has spent the last few months meeting... more

Today I chat with Jon Baltes, CEO of QP Steno about how his web-based platform enables HR professionals, Financial Advisors and TPA's to be more transparent and accountable for the work that is being done related to a... more

Today I chat with Sharon Pivirotto as we discuss the 401k Client Acquistion Workshop: Would you like to grow your 401k business but lack sales resources and qualified leads? It continues to get more difficult to get plan sponsors' time... more

Today my guest is Raghav Sharma, Co-Founder and CEO of GuideVine. We discuss how and why Financial Advisors are using this digital platform to build and cultivate potential relationships with clients. GuideVine is a technology platform... more

Today Matt Zimmerman, Natinoal Sales Manager for Milliman Financial Risk Managment and I discuss the strategies deployed with the Even Keel family of mutual Funds. The Even Keel Managed Risk Funds are actively managed... more

Today I interview Adam Ponder, Executive Vice President from Alta Trust. We chat about CIF's (collective investment funds), their history, uses and benefits of using them inside of qualified retirement plans.

Join me as I chat with Sheri Fitts about her new monthly program for Financial Advisors. Now you can grow your influence and business consistently without a huge time investment. Our monthly full-service package provides the... more

In this fast-paced and humorous, non-technical interview, Kevin will explain how he's helped many Financial Professionals grow their business by combining time-tested and proven interpersonal, sales and networking skills with the world's... more

Join me and Jason Grantz, QPA, AIFA from Unified Trust as we discuss how to grow your business and your client assets with a Cash Balance Plan & Defined Benefit Plan. Unified Trust is a fiduciary and a corpororate discretionary trustee.

Please join me today as I chat with Ken Mungan about the current retirement income problem in America and the current fixed income environment. Ken is the leader of Milliman Financial Risk Management, LLC, which he founded in 1998.... more