Retireholics

Retireholics - July 3rd

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

Grant Ellis on Retireholics

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

Shamanda Show on Retireholics

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.

Today’s Guest: The 401(k)ouple

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!

Guest: Melissa Terito

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

Deb Rubin, CFP on 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!

Guest: Kevin Spaeth

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.

Nate Moody on 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!?

The 401k Girls & 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.

Retireholics - Michael Olah

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!

Retireholics & Holly Knight

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!

Christmas not-so Special!

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

Retireholics Live - Thomas Clark

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 Council? Hidden fees in guaranteed income solutions, acrosin, drunk stock tips, and more!

Retireholics Live - Daniel Bryant

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 comeback of the Lame or Game Game. Grab a cold one and join the fun.

Retireholics Live - No plan

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

Retireholics Live with Spiro Preovolos

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 beers on ice and boot up that laptop.

Retireholics Live

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, Negative Press for In-Plan Income Solutions and a New 401Kid Bill has been introduced. Get your laptops booted up and get those beers on ice....it's an all-new episode of Retireholics!

Retireholics Live - a special conspiracy episode

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.

Retireholics Live with Preston Rutledge

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!

Retireholics Live

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.

Retireholics Live

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.

Retireholics - Secure 2.0 - Beagle - Tax Credit Calculators

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. Some 401(k) participants will soon be able to invest part of their 401(k) directly into the constituents of the CoinDesk Market Select Index (CMIS) under terms of a deal announced today by ForUsAll and CoinDesk Inc. -401k Specialist House Passes Resolution to Repeal DOL 401(k) ESG Rule The resolution catalyzes the debate over whether to allow ESG investing considerations in retirement savings plans, with the Senate next to weigh in. The U.S. House of Representatives approved a resolution to overturn a Department of Labor rule passed in November 2022 allowing for, but not mandating, environmental, social and governance investing in retirement plans. -PlanAdviser

Michelle Richter on Retireholics

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 January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor.
401kspecialistmag.com

ARA NOT DIGGING NEW LEGISLATION
napa-net.org/news-info/daily-news/ara-expresses-opposition-protecting-americas-retirement-security-act

ARA Expresses Opposition to Protecting America’s Retirement Security Act | National Association of Plan Advisors
The American Retirement Association expressed its opposition to the Protecting America’s Retirement Security Act (PARSA) in an April 5 letter to lawmakers. “Our opposition to this legislation is based on both its substance and its process,” writes ARA CEO Brian Graff.
napa-net.org

TECH THAT ALLOWD ADVISORS TO MANAGE PARTICIPANT'S 401k FOR THEM
planadviser.com/pontera-mutual-group-launch-new-partnership/
Pontera and Mutual Group Launch New Partnership | PLANADVISER
The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface. Financial technology company Pontera, formerly known as FeeX, has announced that it has formed a partnership with Mutual ...

David Donaldson - Former DOL Investigator

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-advisor-nextcapital.html

SECURE ACT 2.0
https://401kspecialistmag.com/house-passes-secure-2-0/

Onstage at the American Trust Conference - Guest: John Moody

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

Founder & CEO at Ubiquity Retirement

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

Chief of Police - Ryan Johansen

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.

David Blanchett - Retireholics

Managing Director, Head of Retirement Research, PGIM DC Solutions

Leah Sylvester

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-Am

Carl Engstrom - Plaintiff’s Attorney

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

John Sullivan - 401k Specialist

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.

Eric Phillips from Human Interest

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.

Keith Gredys

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.

William Hackler at Wealth@Work 2021 in Nashville

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

Laura Rogers of OneDigital

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

Daniella Moiseyev with the Retireholics during Wealth@Work 2021

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

Chris Panagiotu of CAPitalize Your Finances

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.

Erin Hall - Retirement Plan Advisor Summit

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.pdf

Nevin & Fred have a podcast!

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.

Brett Shofner - Live@Chicago Institutional Investor RPAS Conference

• 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.

 

Ross Marino - Wealth @ Work Conference

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

NASHVILLE

Bill Schories - National Sales Director - DCIO at Invesco

Are 401ks only for the privileged? The boys are joined by Bill Schories of Invesco to discuss if 401ks suck, mutual fund scoring, leveraging DCIO partners, and the Nirvana baby.

Josh Itzoe

He's written many leather bound books, and smells of rich mahogany.

Another ‘Shamanda Show‘ takeover

Shannon & Amanda take over Retireholics, like always it's a train-wreck. You are fortunate to be listening to the Podcast version, as the video of this is a seizure inducing CF.

Jennifer Sahady - "Thank You For Coming to My TED Talk".

As all the new tools and tech fail to make the big difference in participant outcomes that we hoped for. Is boring old financial education is where we should be returning our focus?

Sean Patton of Westminster Consulting

Financial Advisor Sean Patton joins the show to discuss aggregators, the convergence of health, wealth and retirement, and strategies around being an HR consultant.

Matthew Jackson - The Retirement Dreammaker

Matthew Jackson the author of The Retirement Dreammaker, he loves retirement, loves Jiu Jitsu and most importantly he loves himself a shhmmmedium t-shirt.

Carrie Ohm - One Digital

We finally get to chop it up with Carrie Ohm. Her role at One Digital gives her a unique vantage point on advisors, retirement plans and the industry as a whole. This was a fun episode, even with Chad's ramblings.

Cindy Dash - Broadridge Senior Vice President

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't belong" game, which is absolutely pointless for a podcast listener.

Preston Rutledge - Former Head of DOL’s EBSA

We discuss SECURE 2.0, Biden Retirement Plan Tax Proposals, Washington & Lobbyists, and of course Bourbon.