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401(k) Roundtable

Rick Unser

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.

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Эпизоды

274 эпизода

  1. The 401(k) Accounts Left Behind: What Plan Sponsors Need to Know 39:08
  2. The Future of Investing: Adapting to a New Market Reality 54:31
  3. Behind the Scenes: How AI Is Transforming Retirement Plans 53:27
  4. Behind the Curtain on Mergers & Acquisitions 50:51
  5. Has the Moment for Retirement Income Finally Arrived? 58:18
  6. The Resilient Market: What 2025 Taught Us About Long-Term Investing 44:52
  7. Behavioral Finance Meets 401(k): What the Data Says About Defaults 1:04:10
  8. Rethinking Retirement: Is the Crisis as Bad as We Think? 1:03:15
  9. Engage, Educate, Evolve: Building Better 401(k) Plans for Today's Workforce 46:28
  10. Predicting Market Pricing Perfection: Pain or Performance? 44:33
  11. The Future of Private Equity: Growth, Innovation & Investor Access 55:03
  12. Inside Q1 2025: Market Moves, Global Shifts, and Retirement Impacts 55:09
  13. Fiduciary Duty Meets Stewardship: Aligning Compliance with Care 58:55
  14. Modern Plan Design: Navigating 2025's Testing Challenges 1:01:21
  15. What's Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What's Next 55:01
  16. The Evolution of Financial Wellness: Why It Matters in the Workplace 55:30
  17. Election 2024 Aftermath: Retirement Policies and Market Reactions 1:05:33
  18. Business Insights: Navigating the Economic Terrain 47:08
  19. Transforming Employee Retirement Outcomes with Smart 401(k) Design Choices 1:05:07
  20. Are We Approaching The Tipping Point For Private Equity & 401(k) Plans? 51:28
  21. Should the Financial Markets Guide Your Business (or 401(k)) Decisions? 57:29
  22. Bonds Behaving Badly, What Happened & What's Next? 56:11
  23. Are You in The Know About SECURE 2.0? 57:15
  24. Will Your 401(k) Account Soon Follow You Around?: Automatic Rollovers Coming To A Plan Near You 1:01:17
  25. Creating a Foundation for Financial Wellness 50:17
  26. 401(k) Auto Features: The Good, Bad & Ugly 1:02:41
  27. Pooled Employer Plans, Canaries & Managed Accounts 1:01:54
  28. Thoughts on Market Declines, Parity of Returns & V-Shaped Recoveries 1:04:13
  29. Rising Rates, Inflation & The Future of "Cash" In 401(k) Plans 59:49
  30. 401(k) M&A Mania: Beginning of the End, or Just The Beginning? 49:56
  31. Bitcoin & 401(k) Plans: Logical Evolution or Playing With Fire? 1:12:42
  32. ESG Investing & Retirement Plans: The What, Why & How 44:06
  33. Defending 401(k) Plans: David Levine, Groom Law Group 56:39
  34. 2022 So Far: Looking Back, Right In Front Us and Ahead 1:00:00
  35. Does TikTok Have It Right On 401(k) Plans? 47:30
  36. Thoughts For Employers (& The Retirement Industry) To Better Support The Minority Community 35:43
  37. Impact & Implications For Inflation & Retirement Plans 59:54
  38. What Happens When 401(k) Plans Catch-up With Technology? 53:30
  39. Jerry Schlichter: Retirement Plan Litigation Outcomes & Observations 1:14:52
  40. The Business of Being in the 401(k) Business: Employee Education 37:00
  41. Holiday Shopping, Supply Chain & The Market Impact 56:26
  42. TINA, The Economy & 401(k) Plans 45:53
  43. Gen Z & Money: Preferences, Pressures & Predictions 42:55
  44. Does Infrastructure Spending = 401(k) Changes? 52:05
  45. Retirement Plan Design - Data, Developments & Decision Drivers 55:23
  46. 401(k) Litigation - Updates, Opinions & Predications 59:40
  47. Avoid These Three 401(k) Panic Buttons 1:00:57
  48. Should Your Employees Save For College or Retirement? 46:17
  49. Future of 401(k) Plans: Looking Back to Look Forward 1:00:50
  50. Inflation: Problem or Opportunity in 401(k) & Other Retirement Plans? 54:57