401(k) Roundtable
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401(k) Roundtable
401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with ho...
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267 episodi
Engage, Educate, Evolve: Building Better 401(k) Plans for Today’s Workforce
In this episode, Rick Unser is joined by Robert Fortin from Amtrak and Kristina Cox from Recology — two HR leaders with deep experience in optimizing...
Predicting Market Pricing Perfection: Pain or Performance?
In this episode of 401(k) Roundtable, Rick Unser is joined by Charlie Bilello, Chief Market Strategist at Creative Planning. Known for The Week in Cha...
The Future of Private Equity: Growth, Innovation & Investor Access
In this episode of 401(k) Roundtable™, Rick Unser speaks with Jack Weingart, Chief Financial Officer of TPG, a leading global private equity firm. The...
Inside Q1 2025: Market Moves, Global Shifts, and Retirement Impacts
In this episode of 401(k) Roundtable, Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Together, they...
Fiduciary Duty Meets Stewardship: Aligning Compliance with Care
In this episode of 401(k) Roundtable, Rick Unser is joined by Todd Solomon, ERISA Attorney and partner at McDermott Will, & Emery Law Firm, for a time...
Modern Plan Design: Navigating 2025’s Testing Challenges
In this episode of 401(k) Roundtable, host Rick Unser and Alison Cohen, ERISA Attorney and Partner at Ferenczy Benefits Law Center, explore nondiscrim...
What’s Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What’s Next
In this episode of the 401(k) Roundtable™, we’re joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investm...
The Evolution of Financial Wellness: Why It Matters in the Workplace
In this episode of 401(k) Roundtable™, we delve into the evolving concept of financial wellness, its growing importance in the workplace, and how orga...
Election 2024 Aftermath: Retirement Policies and Market Reactions
This episode of 401(k) Roundtable™ explores the implications of recent election results on retirement policies and market reactions. Joining us for th...
Business Insights: Navigating the Economic Terrain
Host Rick Unser and Jeff Schulze, CFA, Head of Economic & Market Strategy at ClearBridge Investments, delve into the current economic landscape as we...
Transforming Employee Retirement Outcomes with Smart 401(k) Design Choices
The views and opinions shared by Mr. Unser and his guests are their own and not necessarily those of Creative Planning, LLC. This show is des...
Are We Approaching The Tipping Point For Private Equity & 401(k) Plans?
It’s been a minute since we focussed on PE and retirement plans. To dive into this I have Dan Cahill of the private equity firm Partners Group, one of...
Should the Financial Markets Guide Your Business (or 401(k)) Decisions?
It seems like the major themes that are dominating the investment markets are also of great interest to individuals trying to make decisions personall...
Bonds Behaving Badly, What Happened & What's Next?
Bonds, or fixed income investments did not have a great year in 2022 to say the least. The big question is now what? To delve into that, I am excited...
Are You in The Know About SECURE 2.0?
If you are at all involved with workplace retirement plans, you would have to have been living under a rock to have not heard about SECURE 2.0. It is...
Will Your 401(k) Account Soon Follow You Around?: Automatic Rollovers Coming To A Plan Near You
Here we go with a 401(k) Friday’s Podcast first, three guests and a great topic. Today we dive into the recent announcement that three major recordkee...
Creating a Foundation for Financial Wellness
It’s been a little while since we tackled financial wellness, there has been a lot going on in that area so I was glad to be able to connect with Bren...
401(k) Auto Features: The Good, Bad & Ugly
Every now and then you have a guest that like Prince, or Cher, that simply needs one name to know who they are. Today, I am happy to welcome Shlomo, m...
Pooled Employer Plans, Canaries & Managed Accounts
I am happy to welcome back another guest who seemingly had predictive powers in prior episodes to briefly reflect on that prediction and give his crys...
Thoughts on Market Declines, Parity of Returns & V-Shaped Recoveries
If you hadn’t noticed, 2022 hasn’t produced the best results in the financial markets. The questions on everyone’s mind are how did we get here and wh...
Rising Rates, Inflation & The Future of "Cash" In 401(k) Plans
Today, I am excited to launch the fall series of episodes and we start with stable value investments. My guest is Steve Horner, CFA and Portfolio Mana...
401(k) M&A Mania: Beginning of the End, or Just The Beginning?
This week, we tackle M&A Mania in the retirement space. My guest is Dick Darian, Founding Partner of the Wise Rhino Group, a firm dedicated to working...
Bitcoin & 401(k) Plans: Logical Evolution or Playing With Fire?
This week, we tackle a timely topic straight out of the headlines, Bitcoin or Digital assets and 401(k) plans. Joining me is Dave Gray, the Head of Wo...
ESG Investing & Retirement Plans: The What, Why & How
Finally, the much promised episode about ESG investing & retirement plans. Sorry it took so long, but it's definitely worth the wait. Joining me is Je...
Defending 401(k) Plans: David Levine, Groom Law Group
This week, we have my promised update from the defense bar perspective on the many happenings in the world of retirement plans. Joining me is repeat g...
2022 So Far: Looking Back, Right In Front Us and Ahead
This week we have an action packed episode where we reflect back on the first quarter of 2022. What a wild one it was! We then discuss several hot top...
Does TikTok Have It Right On 401(k) Plans?
On this episode we have a little fun and take on some information on 401(k)s that you may or may not have seen on TikTok. You will hear my inspiration...
Thoughts For Employers (& The Retirement Industry) To Better Support The Minority Community
This week I am excited to welcome back Jerome Clark, portfolio manager of the T. Rowe Price Target Date Strategies. For a curveball, we are not going...
Impact & Implications For Inflation & Retirement Plans
This week I am excited to welcome back Rob Arnott, Founder & Chairman of Research Affiliates to dive into the trick topic of inflation and its impact...
What Happens When 401(k) Plans Catch-up With Technology?
Day by day, year by year, technology plays are bigger and more important role in our lives. When it comes to retirement savings, how could technology...
Jerry Schlichter: Retirement Plan Litigation Outcomes & Observations
Today, I am excited to share the latest installment of what has become almost an annual conversation with Jerry Schlichter, Managing Partner of Schlic...
The Business of Being in the 401(k) Business: Employee Education
I am excited to get to get the podcast kicked off this year with a fast paced and wide ranging conversation with Peter Mollouk, President & CEO of Cre...
Holiday Shopping, Supply Chain & The Market Impact
As we take the turn into the holiday season, what will holiday shopping look like this year? Will the supply chain challenges, inflation, or other ele...
TINA, The Economy & 401(k) Plans
If you like 90’s movies references, if your curious about who TINA is and you want some good perspective on what is going on with the markets and econ...
Gen Z & Money: Preferences, Pressures & Predictions
Over the years on the podcast we have talked about the generational preferences and trends of baby boomers, Gen X’rs and Millenials, But not Generatio...
Does Infrastructure Spending = 401(k) Changes?
As part of the evolving conversation around infrastructure and how to pay for it, some potential changes to workplace retirement plans were injected i...
Retirement Plan Design - Data, Developments & Decision Drivers
For years I have been using Vanguard’s annual “How America Saves” as a reference guide for retirement plan statistics and benchmarks. Today, I am exci...
401(k) Litigation - Updates, Opinions & Predications
It's been a little while since we have had an episode to discuss what is going on in the world of 401(k) litigation. To dive into that, I am happy to...
Avoid These Three 401(k) Panic Buttons
Things are moving fast in the financial markets and economy. In turbulent times, the decisions you do or don’t make have a big impact on the future su...
Should Your Employees Save For College or Retirement?
Save for retirement or save for college? This is the age old debate that many struggle with. To shed some light on the subject I am happy to welcome P...