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
Thursday Apr 07, 2022
Michelle Richter on Retireholics
Thursday Apr 07, 2022
Thursday Apr 07, 2022
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 ...
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