Pentegra “boogeyman” settlement finally gets the green light, Trump Accounts roll out with bold promises for newborn savers, and a surprising study suggests retirees may be heading toward a 2.1% withdrawal rate—whether they mean to or not. Plus, fresh data shows investors growing frustrated with disappointing Target Date Funds.…

A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray’s latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex’s new AI-powered advisor alerts.Di Retireholics

Guest: Lisa M. Gomez the Former Assistant Secretary of Labor for Employee Benefits Security at USDOL Potential topics: A mix of industry, regulatory, and cultural developments. Key retirement plan topics include growing litigation concerns impacting DC plan services, new CIT offerings aimed at reducing small business 401(k) fees, and the ongoing ba…

Join us for a special episode of Retireholics this week with expert guest Financial Advisor Jim Sampson. A breakdown/analysis of Freddy B's 'Ten Products and Services with the Greatest Impact on the 401(k) Industry' : Crypto, Private Equity, Custom TDFs, Held Away Assets, Retirement Income, Capturing IRA Rollovers, PEPs, Managed Accounts, and of co…

Topics: Mandatory Roth Catch-Up rules, dark-side of M&A, NASDAQ on blockchain, FINRA crypto/blockchain education program, Chad's shoulder.Di Retireholics

Di Retireholics

Potential topics: Topics to include: Blaze Credit Union and Osaic Deal, Empower's Schlichter Law Suit, Justin Bieber's New Album, Tax Credit Failures, Technology for Small Plans, Beneficiaries and our New FinTok SegmentDi Retireholics

Potential topics: Trumps EO!, The DOL’s RFI for PEPs, Sway Conference, Human Interest gets more $$, Empower Zero Fee SP500 X-Ray, FinTok, and Roswell Sighting of PEP Loving Mind Controlling Aliens.Di Retireholics

ERISA expert and Industry Vet Jack Towarnicky joins Retireholics today. Topics to include: Josh Itzoe's New Product Launch, J.P. Morgan and Vestwell's SoloK, Is the Coverage Gap really narrowing?, Senator Warren vs Empower drama now includes Voya Financial, Blue Owl Capital and Trump, My QDIA is better than your QDIA, and what is a Ben Franklin Chi…

Guest: We don't need no stinking guest Topics (maybe): • Schlichter, Pentegra Settle MEP Fiduciary Breach Suit • Bobby Bonilla, TIAA & Nuveen short film, 'The Big Deal' • Elizabeth Warren is seeking answers from Empower Retirement • SEC Announces it Will Analyze Private Securities in Retirement Accounts…

We dive deep into the mind of Grant Ellis, AIF®, CPFA® The experiences, success and "learnings" of a Retirement Plan Advisor and his 20+ years in the biz. Topics potentially covered: • 401k Fee Structures • The Stealthy Wealthy • Being Yourself and Advisor Fashion • Lifestyle Practice vs Scale • Custom Service Models Depending Upon Client Size…

Topics potentially covered: John Sullivan's article on Fidelity Investments' analysis of 401k savings rates, Shlomo Benartzi's Secret Society, Brian Anderson & 401k Specialist Magazine's interview of Knut A Rostad, MBA on the EBSA's rescind of Crypto Guidance, a status check on LinkedIn, PEP going ons?, Amanda's guide to email management.…

This week on Retireholics, Christopher Tipper and Katherine Tipper of Hunter Benefits Consulting Group, Inc. also know as THE 401(k)ouple! Let the bourbon flow!Di Retireholics

Excited to announce this week's guest on Retireholics. Entrepreneur, Podcast Host, and Industry Speaker... Melissa Terito, CPADi Retireholics

Honored to have another 401k Industry Expert on the show. Deborah Rubin, CFP has an impressive career in leadership roles with major Recordkeepers. Equally exciting is that her passions extend into success coaching and achieving your best in life and business. This week we talk current 401k Headlines and dive deep into the brain of this 401k Expert…

First time guest alert! Kevin Spaeth of PenChecks Trust joins as this week's special guest. Topics to include: LPL Financial acquiring Commonwealth Financial Network, the new Betterment Podcast, 401GO has a new partnership, the TikTok Financial Advice trend, and Schlichter strikes out again.Di Retireholics

Topics: Do the Disruptors (Guideline, Human Interest, etc) know what they are doing when it comes to compliance work? The ROI of an Advisor Practice, is the ERISA Advisory Council no more? Advisor Revenue to see boost in 2025, and Great Gray Trust Company buys RPAG, WTF!?Di Retireholics

The 401(k) Girls are joining us this week as our special guests. Jessica Porter, RICP®, AIF® and Hayley Porter, AIF® are two Advisors at BPG Wealth Management on a mission to shake up Financial Services with a fresh and innovative approach.Di Retireholics

Do the vast majority of 401k plan 5500s have a red flag? Under performing investments in recent litigation, Cerulli report says 1 million micro plans by 2029, Roth Catch-Up Loop Holes, and more!Di Retireholics

Juicy 401k News this week, lots to discuss with a fan-favorite guest Holly Knight. What is FutureStep and why have Vestwell and John Hancock partnered?, American Airlines/ESG Lawsuit and cartel-like behavior, Transamerica's Re-Brand, Waivz Webinar, AI in 401k, and more!Di Retireholics

Nothing like ERISA law & 401k to bring in the holiday spirit.Di Retireholics

He is not afraid to share his opinion, a straight shooter and one of the top ERISA attorneys in the biz, Thomas Clark guests on this week's Retireholics show. Possible Topics: The Nevin Adams and Shlomo drama....so juicy! Flashlight Segment on SavvyFi, Jania Stout makes big move from One Digital to Prime Capital. What is the DOL's ERISA Advisory Co…

Big Time Guest Alert! Daniel Bryant founded Sheridan Road Financial which eventually was sold to HUB, he is an author, adjunct lecturer, entrepreneur and all around baller. Topics to include Todd Kading's Manifesto, Empower's New Small Biz 401k, ARA and Racial Sabings Gap, and DoorDash's new Employee Savings plan. Drunk Stock Tips, Acrosyn and the …

We don't know what we are doing, maybe reading some news.Di Retireholics

Spiro Preovolos the President of Penchecks joins a live Retireholics. Topics to include: RPAG’s FlexPATH Lawsuit, Voya’s Managed Accounts, Forfeiture Account Happenings and will the Government eventually take over the 401k. We are back with Drunk Stock Tips, Flashlight Segment and a very special announcement for the Retireholics Community. Get your…

Matthew Eickman, J.D. the National Retirement Practice Leader at Prime Capital Investment Advisors/Qualified Plan Advisors joins as special guest on today's Retireholics. Topics to include: Brian Graff and the ARA take issue with Terese Ghilarducci again, The Dystopian Future of Government Controlled Retirement Plans, The New Fiduciary Rule, Negati…

From their secure locations, the Retireholics discuss if Blackrock, Vanguard and State Street rule the world and how ESG, Bitcoin, Target Date Funds and even disruptors like Human Interest are under their control. Make a tinfoil hat and contribute your favorite conspiracy theories in the chat bar.Di Retireholics

The Honorable Preston Rutledge joins as our guest for the Christmas Special. Topics to include: U.S. House Ways and Means Committee Woke ESG, Osaic acquires Lincoln's wealth management biz, Coffee Badging, Artificial Intelligence backed IRS 5500 marketing strategies, Roth Rollover Legislation, Drunk Stock Tips, a new XMAS game, and more!…

Today's Show: Special guest Bob Foster of Fiduciary Advocates. Topics to include Bitcoin in 2024, LTPTE and the American Retirement Association ERISA'S Birthday, Advisor Shortcomings, and John Sullivan's juicy article on Rich Dad Poor Dad Robert Kiyosaki. Also...Drunk stock tips from Robey.Di Retireholics

RobeGuy is back for a special episode that is jam packed with surprises. Topics to include: IBM's new change to plan design, Dave Ramsey Controversy, Empower's 2023 Sales Numbers, Bitcoin's Comeback, Drunk Stock Tips and Yield Curve Inversion. Lets get drunk and talk about financial stuff.Di Retireholics

Beagle Co-Founder Jeffrey Tha explain how Beagle helps participants find and move their forgotten 401k account balances. https://meetbeagle.com/ Headlines: ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S…

Headlines: MILLENNIALS HAVE SOLVED THE RETIREMENT CRISIS 401kspecialistmag.com/surprising-percentage-of-millennials-counting-on-crypto-for-retirement/ Surprising Percentage of Millennials Counting on Crypto for Retirement - 401K Specialist Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in J…

Headlines today: NAPA LIST OF ADVISORS BY ASSETS and PLANS https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021 DC Multi-Office List https://www.napa-net.org/top-dc-advisor-multi-office-firms-2021 GOLDMAN SACHS BUYS NEXT CAPITAL https://www.cnbc.com/2022/03/29/goldman-sachs-is-buying-corporate-retirement-plan-robo-adviso…

How to grow a company from 5 to 200 million. Are Recordkeepers a threat to Advisors? Will VC investors win with 401k Distuptors?Di Retireholics

Discussing small biz 401k plans, industry disruptors, technology and more!Di Retireholics

Chief Of Police at City of San Bruno. Founder of an amazing organization http://everpresent.Love enables you to easily create a library of video messages to ensure that you are forever loved, forever remembered and forever present for the people you love most.Di Retireholics

Managing Director, Head of Retirement Research, PGIM DC SolutionsDi Retireholics

Partner | Director - Retirement Plan Services at Shepherd Financial, LLC Josh Itzoe joined as a guest host, because Robe Guy was getting drunk at the Pebble Beach AT&T Pro-AmDi Retireholics

"Excited to talk about 401(k) litigation and the plaintiff attorney's place in the retirement plan ecosystem with the Retireholics crew this Thursday!"Di Retireholics

Odell Beckham Jr. bitcoin play, was it dumb or just another investment and no big deal? The U.S. Supreme Court on Hughes v. Northwestern for excessive fee case and what it means.Di Retireholics

Do 401k Unicorns exist? Human Interest has raised over 335 million in funding and has it eyes set on an IPO in the near future. The Retireholics welcome Eric Phillips, CFA the Sr. Director, Partnerships & Strategic Insight for Human Interest.Di Retireholics

Transamerica Lawsuit, Better Plan Designs, Why Many Fiduciaries are Blowing It, TPA Advisor Relations, and more. Guest: Keith Gredys Chairman/CEO The Kidder Company/Fuerza Financial, Inc.Di Retireholics

After a late night of karaoke, the boys all get together at the crack of noon and talk to our buddy Will Hackler.Di Retireholics

Laura (Clark) Rogers, MBA, AIF is the Director of Financial Elements at OneDigital.Di Retireholics

Friend of the Retireholics and salsa maker Daniella Moiseyev stopped by the couch during the Wealth@Work 2021 Advisor Conference in Nashville.Di Retireholics

Wealth advisor Chris Panagiotu talking about financial planning as a core strategy while fighting the tunnel vision of people being focused on investing. https://open.spotify.com/show/2eaXdmgmuEygxHfCvS6kij *We were slow to release this one, because the Giants lost and we needed time to heal.Di Retireholics

Advisor Erin Hall joins as we discuss how to protect against 401k cyber attacks and debate transparent billable fees versus hidden asset based ones. Read Erin's whitepaper here: https://www.srpretire.com/Cybersecurity_White_Paper.pdfDi Retireholics

Fred Reish and Nevin Adams talk to us a bit about their podcast (which is great by the way). We also discuss the breaking news in the 401k retirement plan space.Di Retireholics

Federal mandate on retirement plans might be coming with 'Build Back Better', what it means for advisors and who will benefit most. Brett tells a very long story about how somebody gave him beer in an RV. Solving your customers needs when it requires the plan sponsors to participate.Di Retireholics

Special Edition of Retireholics on what’s going down at the 2021 Wealth@work Conference in Nashville. A pre-conference episode with special guest Ross Marino of Advisor 2X. We'll be there! https://wealthatwork.live/ OCTOBER 24-26, 2021 NASHVILLEDi Retireholics