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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

There has been much buzz over the rise and asset gathering abilities of so called "robo-Advisors". Today, Chris Costello Co-Founder and CEO of Blooom joins me to chat about how his firm is managing your 401k balance on-line. Blooom... more

Today I chat with Jeff Feld, CPA about his new 401k platform named Alliance One. Jeff and I will discuss which clients it will appeal to and the details that 401k Advisors need to know when shopping for plans. AllianceOne is a simple... more

Today Laurie Rowley Co-Founder and President of NARPP joins me today to discuss her mission to empower retirement plan participants. NARPP is a San Francisco-based 501(c)(3) non-profit organization whose mission is to advocate... more

In August 2014 the DOL published an RFI pertaining to Self-Directed Brokerage accounts within participant directed 401(k) plans. This session will review any DOL updates as well as review the fiduciary considerations in offering... more

After coaching and consulting hundreds of offices, Matt Halloran knows that advisors want ideas. Most advisors feel they are alone on their own island and need great new ideas to help them run their businesses, market to new clients,... more

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