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The 401k Study Group

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Hear interviews from the innovators in the qualified retirement plan space.

On-Demand Episodes

The 401k Study Group

Join us as Sean Ruehl, CFP President of RJ20.com discusses how his firm and it's services help the Retirement Plan Advisors scale and improve participant outcomes.
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The 401k Study Group

Listen in as Linda Lubitz Boone, Owner and Founder of IPS Advisor Pro discusses the need for Investment Policy Statements for Individual Clients as well as Qualified Plans. She will also discuss her web-based solution and how to... more
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The 401k Study Group

Please listen in as Mr. Craig Faulkner, President and CEO of Faulkner Media Group discusses his company and the process of designing an App for Financial Advisors. He will also touch on why Advisors should be using apps to enage... more
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The 401k Study Group

Join Mr. Craig Howell, from theonline401k.com discuss how Advisors have another opporunity to serve the small business community with a scalable tool. Since 1999, theonline401k.com has specialized in bringing... more
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The 401k Study Group

Edward Dressel President, Trust Builders, Inc. the maker of TRAK Software will be on the show today to discuss how his software is helping Advisors educate plan sponsors and plan particpants about retirement. His software includes... more
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The 401k Study Group

Alice Whinnery (former CPA from PriceWaterhouseCoopers) and a Workplace Financial Education Specialist for more than two decades will sit down and chat with me. Advisors will hear about bundling educational solutions. Alice... more
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The 401k Study Group

Paul Smith, AIF | NAPLIA Vice President will discuss the points of interest and contention with E and O Coverage, Fiduciary Insurance and Individual vs. Group Coverage. Paul is a former Advisor with an interesting take on this infrequently... more
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The 401k Study Group

Sean Kelly, Director of Retirement Services will discuss how Wisdom Tree's fundamental strategies are making them a resource in the qualified plan space. Mr. Kelly will also discuss how Wisdom Tree has positioned itself to... more
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The 401k Study Group

Log on and Listen to Todd Jenkins, EVP of Sales discuss how Acceleration Retirement can help you improve your lead generation and business intelligence. Acceleration Retirement provides sales, marketing, analytical, and process... more
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The 401k Study Group

Tune in and listen to Mike Ziccardi discuss how Adviceware is changing retirement one portfolio at a time. Adviceware is a cutting-edge online program that guides users through a 5-minute experience. The software evaluates... more
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