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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.

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Michael Muirhead from Fi360 joins me today.

Today Ken Cochrane is my guest. We talk about how a retirment plan Advisor should be considering and monitoring the client experience with vendors and the in-house staff.

Greg Raines from AFG joins me today to talk about practice succession and Broker-Dealer changes in light of the DoL Conflict of Interest Rule

John Russon from Pension Assurance joins us today to begin the process of peeling back the layers on 401k Plan Audits.

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

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