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.
Episodes
Tuesday Apr 05, 2022
David Donaldson - Former DOL Investigator
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
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/
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