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401k retirement plan industry podcast for financial advisors, TPA's, CPA's, plan sponsors & other 401k and financial nerds. Formerly the "retireholiks", but our stupid spelling was confusing people. We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.
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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…
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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…
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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…
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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
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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
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What is a "custodian" for a retirement plan? Now that the DOL is now auditing the cybersecurity of plans and want information involving cybersecurity from vendors and plan fiduciaries, are we safe from hackers? Jania Stout drops in to thank everybody for all their donations to the Leukemia & Lymphoma Society. We play JD's "one of these things doesn…
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The Child IRA, why and how you should be helping kids get IRA's and start putting money into it (hint: compound interest). Gamification in 401k, how it works, who is doing it, should we be doing it? We also talk about Hamburger Dreams, the book Chris wrote about lore surrounding the invention of the hamburger, and where he thinks the evidence leads…
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Is the volatility of crypto currently too wild to even be considered for 401k, or is their adoption into plans a forgone conclusion and it's just a matter of when. The boys have the "rothification" of the match conversation, and it goes about as good as it's going for anybody else.Di Retireholics
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SECURE 2.0, the current state of TDFs? Advisors and Fund Review Best Practices The concept of teaching training for Plan Sponsors AKA- Fiduciary Essentials for Defined Contribution Plans. Nevin Adams article about Congress and TDFs. https://www.napa-net.org/news-info/daily-news/are-target-date-funds-target…
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Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and Adv…
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Matthew Wolniewicz, President of Fi360 took a break from watching the draft, and talked to the Retireholiks about what advisors did for their clients during the pandemic is going to be Publish now a great talking point to a prospect in a post pandemic point of sale.Di Retireholiks
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#10 Samantha Russell walks us through actions financial advisors should be taking during the Covid-19 pandemic. The top 3 are super critical. 1. Check all outgoing scheduled communications for anything tone def to Covid-19 2. Update contact info on website, if how people reach you has changed during this time. 3. Check 'Google My Business' and make…
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Bill Harmon of Voya Financial on what they are seeing with CRD's (Coronavirus-Related Distribution), and why they took the step to waive their fees on CRD processing. Voya had a fast transition to working at home, is the Coronavirus going to change how they or other recordkeepers do business in the future?…
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