Retireholics - 401k Plan Industry Show for Advisors
Nevin & Fred have a podcast!

Nevin & Fred have a podcast!

October 8, 2021

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

Brett Shofner - Live@Chicago Institutional Investor RPAS Conference

October 8, 2021
  • 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

Ross Marino - Wealth @ Work Conference

September 27, 2021

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

Bill Schories - National Sales Director - DCIO at Invesco

September 18, 2021

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

Josh Itzoe

September 9, 2021

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

Another ‘Shamanda Show‘ takeover

Another ‘Shamanda Show‘ takeover

August 30, 2021

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”.

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

August 26, 2021

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

Sean Patton of Westminster Consulting

July 30, 2021

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 Retirement Dreammaker

July 2, 2021

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

Carrie Ohm - One Digital

June 29, 2021

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

Cindy Dash - Broadridge Senior Vice President

June 21, 2021

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

Preston Rutledge - Former Head of DOL’s EBSA

June 16, 2021

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

401k Mindfulness with Fred Barstein

401k Mindfulness with Fred Barstein

June 3, 2021

We talk about a lot of breaking retirement news, but also take a break to talk about the transformative effects of meditation and how impactful this can be for all us stressed out financial industry folks.

IRA’s for kids with Chris Carosa

IRA’s for kids with Chris Carosa

June 2, 2021

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.

Rothification of the 401k Match & Crypto in 401k

Rothification of the 401k Match & Crypto in 401k

May 21, 2021

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.

John Faustino - Head of Fi360

John Faustino - Head of Fi360

May 14, 2021

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

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!

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