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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

The AIF, is it a marketing tool?

Jeff Nordin, CFP, Founder of Core Financial Concepts joins us today. Core Financial Concepts, LLC provides only financial education to employees. As a former Wealth Manager Jeff has seen first hand how the basics of wellness and... more

Today Tom Clark of Counsel from The Wagner Law Group joins me for a totally unscripted conversatoin about what is going on with Advisors coming to grips the with DoL Conflict of Interest Rule.

In todays podcast Diana Jordan, Director of Client Consulting from Unified Trust joins us today to share a case study as a follow up to her recent podcast. Diana had previously discussed a three year plan to improve your service... more

Rebecca Hourihan joins us again today in order to put your 401k marketing efforts into Spring Training Mode. Dust them off, give them a stretch and find ways to get ready for the rest of the year.

Today Rebecca Hourihan joins me for a lighthearted look at Plan Sponsor evaluation of their 401k Advisors. We will also touch on the beneifts of working with retirement plan professionals

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