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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

Michael Muirhead from Fi360 joins me today.
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Today Ken Cochrane is my guest. We talk about how a retirment plan Advisor should be considering and monitoring the client experience with vendors and the in-house staff.
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Greg Raines from AFG joins me today to talk about practice succession and Broker-Dealer changes in light of the DoL Conflict of Interest Rule
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John Russon from Pension Assurance joins us today to begin the process of peeling back the layers on 401k Plan Audits.
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The AIF, is it a marketing tool?
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Jeff Nordin, CFP, Founder of Core Financial Concepts joins us today. Core Financial Concepts, LLC provides only financial education to employees. As a former Wealth Manager Jeff has seen first hand how the basics of wellness and... more
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Today Tom Clark of Counsel from The Wagner Law Group joins me for a totally unscripted conversatoin about what is going on with Advisors coming to grips the with DoL Conflict of Interest Rule.
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In todays podcast Diana Jordan, Director of Client Consulting from Unified Trust joins us today to share a case study as a follow up to her recent podcast. Diana had previously discussed a three year plan to improve your service... more
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Rebecca Hourihan joins us again today in order to put your 401k marketing efforts into Spring Training Mode. Dust them off, give them a stretch and find ways to get ready for the rest of the year.
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Today Rebecca Hourihan joins me for a lighthearted look at Plan Sponsor evaluation of their 401k Advisors. We will also touch on the beneifts of working with retirement plan professionals
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