The 401k Girls

The 401k Girls are back. Hayley Porter and Jessica Porter return to talk acquisitions, target-date funds, financial literacy, vibe coding, and getting more women into financial services. Plus Fact or Fiction Thursday, a Chat Bar Champion challenge, and the usual chaos.

We dig into the Ascensus and American Trust custodian shakeup and what consolidation means for advisors and TPAs, the wave of public comments on the latest DOL rule, whether private assets belong inside target-date funds, and why retirement should maybe just be boring. The girls break down their approachable take on financial literacy, the rebrand to The 401k Girls, and how authenticity (and the occasional quarter-zip) wins on social media. We also get into AI and vibe coding for plan administration.

0:00 Validate everyone in the chat bar

1:30 Welcoming back The 401k Girls

1:57 Fact or Fiction Thursday

4:50 Ascensus and American Trust custodian shakeup

13:30 Wholesaler relationships and partner reactions

20:50 DOL rule draws 37,000 public comments

23:30 Private assets inside target-date funds

27:20 Chat Bar Champion challenge

29:30 Reading bad financial advice posts

36:30 Making financial literacy approachable

38:40 Rebranding to The 401k Girls

41:30 Authenticity wins on social media

43:50 Vibe coding and AI for plan admin

49:50 Getting more women into financial services

59:00 Setting sales goals and succession planning

1:04:00 Wrap up and shoutouts

Guests: Hayley Porter and Jessica Porter, The 401k Girls

LinkedIn: https://www.linkedin.com/company/the-401k-girls

Retireholics is a live show for the 401(k) industry. New episodes the 1st and 3rd Thursdays at 4:30pm Pacific.

Join the next show live: https://plandesign.zoom.us/w/760355487

More episodes and transcripts: https://retireholics.com