Retireholics - Guest: Sharon Pivirotto

Topics we pulled from the 401k rags:

We will be breaking down Radish and how it’s reshaping tax advantaged employee incentive plans. Digging into Basic Capital’s $25M raise and what it signals for VC backed recordkeeper disruption. Unpacking leadership changes at Ubiquity with James Hobson stepping in as CEO. We’ll also demystify the NAPA Black Book, what it is and why advisors care. Taking a look at Otto, the new AI assistant debuting at RPAG to support retirement plan advisors. A fast paced episode packed with insights, innovation and industry intel.