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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

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.
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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
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Join me as I discuss the unique stance and that MIRA has taken on supporting Advisors in the qualified plan space. James Holland and I will discuss marketing, compliance, technology and the ins and outs of scalable retirement plan tools.
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Today I chat with Jeff Feld, CPA - Principal of Alliance Pension, LLC. Jeff has served on the Employee Benefits Committee of the Illinois CPA Society for over ten years and is also an Associate Professional Member of the... more
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Join me today as I chat with Ariana Amplo from The Inhub. We will discuss the challenges facing Plan Sponsors and Advisors alike when it comes to the traditional methods of conducting a qualified plan RFP. Is web-based right for... more
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Please join me today as I chat with Colleen Bell, Vice President Retirement Center at Cambride Investment Research as we chat about her passion -Financial Wellness There has been movement and disucssions form Advisors, Plan... more
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Today my guest is Amy Buttell, CEO of Lake Effect Creative. Amy is a financial storyteller. She works with financial services professionals to craft compelling stories by using various types of print and digital media. With over 14 years of... more
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Join me today as I chat with Michael Weiner, CFA Chief Investment Officer for Unified Trust. Mike's regular "Under The Hood" posts have become a favorite desitation for practical and current investment insights. Michael will discuss the... more
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Join me today as Andrew Windsor, CFA from Unified Trust N.A. discuss volatility management and why it matters. We will discuss why the market is starting to produce products designed to control volatility and the pros and cons of those... more
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Join me as I chat with Brad Hunter, CEO of Foglifter as we discuss his integrated video and marketing platform for Financial Advisors. Brad and I will discuss how his platform and short, meaninful videos are bringing clients to the door of... more
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