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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 me as I discuss the changes in Advisor fees and service offerings over the last 18 months with Ken Cochrane. Ken is the Managing Director of Pulse Logic, a Sponsor of The 401k Study Group and the creator of The Pulse Logic... more
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The 401k Study Group

Join me and April Rudin, President of The Rudin Group as we discuss what the right way is to market your practice to High Net Worth Clients. April is a regular contributor to the Huffington Post, and speaks regularly and internationally on a... more
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The 401k Study Group

Listen in as Ronald Hagan, President and CEO of ROLAND|CRISS and I chat about the ins and outs of being a 3(16) Fiduciary. You can read Ron's bio here You learn more about ROLAND|CRISS here
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The 401k Study Group

Join us as I chat with Neil Rhein, Chief of Content at Bull's-eye Financial Communications as we discuss the importance of a content marketing strategy.
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The 401k Study Group

Tune in and listen as I chat with Ken Mungan FSA, MSAAA the leader of Milliman's Financial Risk Management Practice as we discuss how investors can add a protection strategy to a diversified portfolio. You can download the slides... more
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The 401k Study Group

Join me as Maribeth Kuzmeski Founder and CEO of Red Zone Marketing and I discuss some of the most profitable ways to use social media and new media technologies in your practice.
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The 401k Study Group

Join Randy Fuss from the CPI Retirement Institute as we discuss that ins and outs of Stable Value Accounts. It's what you DON'T know that will hurt you.
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The 401k Study Group

Please listen is as John Pojeta Vice President, Business Development and Jason Levy Vice President of Client Services of The PT Services Group discuss how their unique and comprehensive approach to client acquisition can assist the... more
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The 401k Study Group

Listen in as Tom Hicks, President of NH Hicks discusses how using social media and new technology are allowing him to improve the Advisor experience and compete in a highly competitive industry.
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The 401k Study Group

John Marion Vice President of Howard Capital Management will give us an intro as to how their platform is helping Advisors garner assets in qualified plans.
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