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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 as I chat with Eddie Griffin, AIF about July Business Services and how Advisors should POP! to succes in the qualified plan space. Eddie is the NE Regional Consultant for July Business Services and a long time supporter of... more
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Join us today as I discuss the recent wave of ERISA litigation with Dr. Greg Kasten CEO of Unified Trust, NA. Dr. Kasten and I will discuss the reasons for and some particiluar outcomes of recent cases and their impact on the 401k... more
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Please join me as I chat with David Donaldson about the addition of TPA Serverices to his already robust ERSIA Smart Services. David is a Former DOL Senior Investigator, industry expert and frequent speaker and consultant on all... more
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Join me as I chat with Joe Reese, QPFC, AIF as we discuss the change from funds, fees and fiduciary discussions to retirement readiness. Has the market tired of hearing about expenses and invetstments. What is the determining factor... more
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Ryan Mumy, CFP, AIF® joins me on the show today to discuss how he has grown his qualified plan business by using the team approach. Ryan's Qualified Retirement Plan division works closely with plan sponsors & CPA Audit firms to... more
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Join me and Jason Grantz, QPA, AIFA as we discuss the challenges Advisors face when working with carriers in the DC Space. Can you differentiate yourself by not taking on all comers? Is choosing the right client and right partner... more
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Join me as Matt Halloran and I discuss the keys to verbal and non-verbal communictions skills. Matt is the President of Top Advisor Coaching and a frequent key not speaker at industry events. Improving communications skills is... more
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Join me as I chat with John Marion about recent upgrades and enhancemtents for Financial Advisors.
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Join me as I chat with Michael A. Frederick, President of Virtual Retirement Solutions as we discuss how implementing virtual assistants can improve your retirement plan practice.
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Join me as I chat with fellow Financial Advisor Russ Thornton as we discus what real life events have shaped the way his practice works. Russ is from the Greater Atlanta area but practices in a number of States. He writes frequently on... more
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