401(k) Specialist Podcast

by 401(k) Specialist Magazine

401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

38 Episodes

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Episodes

Showing 6 of 38 episodes

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Private Markets in 401(k)s: Wilshire’s Todd Cassler Explains Hurdles to Adoption

It’s been a little more than a year since President Trump signed an executive order seeking to expand access to alternative assets in 401(k) plans, cl...

•Sep 9, 2026

Rethinking Active Management for Today’s 401(k) Plans with MFS’ Jeri Savage

As market volatility, concentration risk and evolving retirement income needs reshape the defined contribution landscape, plan sponsors are taking a f...

24m

•Aug 10, 2026

Sheri Fitts: Personal Branding a Focus at 2026 SWAY | LIVE

SWAY | LIVE, the retirement industry’s most unique annual conference—and the only one focused on helping retirement industry professionals build their...

15m

•Jul 6, 2026

Social Security's Reckoning: Dr. Jason Fichtner Explains What the New Trustees Report Means for 401(k) Savers

The recently released 2026 Social Security Trustees Report once again shortened the timeline for when the trust funds paying out benefits to more than...

14m

•Jun 24, 2026

Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler

When retirement policymakers sought to incentivize small businesses to begin offering retirement plans in an effort to help close the coverage gap, th...

11m

•Jun 3, 2026

Exploring the Target Date Landscape with Mercer’s Preet Prashar

As part of 401(k) Specialist’s Q2 Deep Dive on target-date funds, Editor-in-Chief Brian Anderson sits down with Mercer Director of Defined Contributio...

16m

•May 21, 2026