Retireholics - 401k Plan Industry Show for Advisors
401k Fridays host Rick Unser

401k Fridays host Rick Unser

May 7, 2021

Rick asked the longest Quiz of Death question ever and nobody could agree on the right answer, but we still zaped Chad with our new large breed shock collar.

 

Katie Boyer - PensionPro & ACROSYNpro

Katie Boyer - PensionPro & ACROSYNpro

April 29, 2021

Wow, Katie Boyer managed to get through the whole show with only #4 ACROSYN fails. That's pretty damn impressive. Oh wait, I'm suppose to try and type 401k TPA like keywords in here for SEO, not just say what's important... which is Katie Boyer is friggen LEGEND!

Michael Kitces - This dude has a Wikipedia page!

Michael Kitces - This dude has a Wikipedia page!

April 28, 2021

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 AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most influential" advisors list.

- https://en.wikipedia.org/wiki/Michael_Kitces

 

 

Sheri Fitts - Showing up to virtual.

Sheri Fitts - Showing up to virtual.

October 30, 2020

Marketing creative expert, who has been serving the financial industry for that last 25+ years, talks about how advisors need to actually put some effort into their virtual meeting approaches.

Aaron Pottichen (”The Champ”) - Is the 401k an emergency savings?
Fred Reish (ERISA legend)
Lisa Allen from Advisor 2x - Giving Back

Lisa Allen from Advisor 2x - Giving Back

June 21, 2020

Chief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.

Jeanne Fisher shares her 401k marketing secret sauce

Jeanne Fisher shares her 401k marketing secret sauce

June 17, 2020

One of the hardest working financial advisors you'll ever meet. She shares with us her mindset that helps her kill it in the 401k space.

Thomas Clark - PPP Pittfalls for Plans

Thomas Clark - PPP Pittfalls for Plans

June 2, 2020

We love this guy, he's litigating ERISA Attorney that speaks straight and cuts to the heart of confusing issues. If it was up to us, this show would have been 5 hours (and if his kid wasn't pulling on his sleeve).

Sal Tripodi - The ERISA God!

Sal Tripodi - The ERISA God!

May 17, 2020

One our of favorite guest, an absolute legend in the TPA world, the man with all the answers, SAL (fricken) TRIPODI.

You'd think somebody so smart could avoid saying the Prohibited Word 50 times, but I guess not.

Matthew Wolniewicz - 401k Financial Advisors Marketing Post Pandemic

Matthew Wolniewicz - 401k Financial Advisors Marketing Post Pandemic

May 12, 2020

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.

Steps for Financial Advisors to take online.

Steps for Financial Advisors to take online.

May 1, 2020

#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 sure it's the information you want people to see for your business.

Coronavirus Impact on Recordkeepers

Coronavirus Impact on Recordkeepers

May 1, 2020

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?

401k’s future, better with Trump or Biden?

401k’s future, better with Trump or Biden?

April 18, 2020

John Sullivan - Editor-in-Chief of 401kSpecialist Magazine came down from his crystal tower to hang out in the gutter. We talk Trump vs Biden for the health of 401k, and JD tells John how to run his business.

Alex Assaley AIF - Talking to your clients in a pandemic.

Alex Assaley AIF - Talking to your clients in a pandemic.

April 11, 2020

One of our favorite guest, Alex Assaley popped in, to let us know what he was doing to service his clients during this tumultuous time in our lives.

Rick Unser - What a post pandemic ‘Point of Sale’ meetings should look like.

Rick Unser - What a post pandemic ‘Point of Sale’ meetings should look like.

April 10, 2020

401k Fridays podcast (go subscribe right now) host Rick Unser zoomed in with the Retireholiks to discuss a variety of topics.

Sheltering In Place - Guest: Nevin Adams

Sheltering In Place - Guest: Nevin Adams

April 10, 2020

Nevin Adams joined us to discuss some of the latest emergency details of the CARES Act, and the provisions the ARA wants plan sponsors and participants to know about.

Jania Stout - Sheltering In Place - Retireholi(k)s

Jania Stout - Sheltering In Place - Retireholi(k)s

April 7, 2020

As we're all on lock down because of the Coronavirus, we had Jania Stout (The 4 billion dollar woman) come on a Zoom meeting and discuss some of what's going on.

Sal Tripodi - 20th Annual Hawaii ERISA update Seminar

Sal Tripodi - 20th Annual Hawaii ERISA update Seminar

December 6, 2019

401k industry legend Sal Tripodi came on the show to close out the 20th Annual Hawaiian ERISA Update seminar. We talk Secure Act expansion of Safe Harbor rules. What can be done to get the younger generation to save more, how bigger fund menus might be a mistake, and what TPA's should ready themselves for introduction of Open MEP (Multi Employer Plan).

Thank you to PensionPro, Millennium Trust, Penchecks, Spectrum Pension Consultants, Inc. for having us out!

Podbean App

Play this podcast on Podbean App