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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

Please join me today as Paul Smith Vice President and Gary Sutherland CEO from NAPLIA discuss the basics of fidelity bonds for 401k plans. As well as bonding issues for 3(38) Advisors; 3(16) Administrators; Plan Sponsors (stand... more
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The 401k Study Group

Join me today as I chat with James Holland from MillenniuM Investment & Retirement Advisors, LLC as we discuss the chaning landscape in the qualified plan space. We will also touch on the "team" approach to qualified plans versus... more
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The 401k Study Group

Listen in as I interview Rodney Mogen MBA, MFP - President of Mogen Consulting Financial & Training LLC as we chat about how he works with Financial Advisors to provide consulting services to help navigate the... more
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The 401k Study Group

Please join me as I welcome a trusted resource to the show. Ary Rosenbaum is an ERISA attorney. He will be joining us today to discuss his new venture and why he believes more 401k Advisors should be considering this type of... more
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The 401k Study Group

Join me as I chat with Dave Grant, CFP as we discuss how he is using media to target and make eductors the focus of his financial planning practice.
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The 401k Study Group

Join me and Tom Hicks, President of NH Hicks as we discuss how a TPA/Recorkeeper is using content marketing to drive business and deepen relationships with Advisors in the qualified plan space.
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The 401k Study Group

Join Jeff Linkowski from Inspira FS as we discuss the latest happenings and trends in the Auto-IRA Rollover Space and how Advisors can expand their business using their solutions.
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The 401k Study Group

Join me as I chat with Tom Zaccaria, CFP Founder of TWAMS as we discuss the pros and cons of outsourcing your financial planning.
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The 401k Study Group

Please join me as I chat with Matt Swyers, Trademark Attorney and Entrepreneur Advocate. Matt is the chief legal mind at The Trademark Company. He and I will be discussing why the Financial Advisor should consider protecting their IP... more
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The 401k Study Group

Join me as I chat with Leo Barczewski from Financial Solutions Midwest LLC. We wil discuss how using TRAK with individual retirement plan participants has improved his client experiences and outcomes.
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