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The 401k Study Group

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

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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

Today I chat with Carl Richards, author of the books "The Behavior Gap" and "The One Page Financial Plan". Mr. Richards is a Certified Financial Planner and the director of investment education for the BAM Alliance. He is the creator... more

Today we begin our first in a series of interviews with 401k Advisors around the country. We will chat with Matt Spay who is a Retirement Plan Consultant at Spay & Associates. We will discuss how his practice works with Plan Sponsors... more

Today I chat with Chris Richardson from The 401k Study Group. We discuss the series of upcoming live events that The 401k Study Group will be hosting around this country.

Today, Greg Raines, CEO of Atlantic Financial Group and I discuss the pros and cons of being technical vs being a people person in the financial services industry. Mr. Raines is responsible for all of the securities operations related to the firm.... more

Today, John Eaton, General Manager @ 401k GPS joins me to discuss how retirement planning can offer Advisors and wealth managers tremendous opportunities. 401K GPS is a collaborative, online tool that gives you and your... more

In a new segment from The 401k Study Group ® we bring questions from the field to the experts. Ryan Mumy, CPF, AIF (the Advisor) will be posing some common questions to Jeff Feld, CPA (the TPA/RK). Qualified Plan work is a... more

As the average age of the Financial Advisor tops 57 years of age, our industry faces a challenge. Where will the next generation of Advisors come from? Join me today as I chat with Craig Pfeiffer, CEO of Advisors Ahead as we discuss the... more

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