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401(k) Roundtable

Rick Unser
Financial Wellness
401(k) Plans
Interest Rates
Retirement Planning
Private Equity
Automatic Enrollment
Employee Engagement
Inflation
Labor Market
Diversification
Retirement Savings
Tariffs
Retirement Plans
Market Volatility
U.S. Economy
Retirement Income
Vanguard
Investment Strategies
Corporate Culture
Retirement Plan Compliance

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... more

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Latest Episodes

In this episode of The 401(k) Roundtable, host Rick Unser dives into one of the most talked‑about—and most challenging—topics in retirement: turning savings into sustainable income. Rick is joined by Fiona Greig, Global Head of Investor Research and ... more

In this episode of The 401(k) Roundtable, host Rick Unser welcomes Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to unpack the economic story of 2025 and what it means for retirement plans. From market resilience in the face... more

In this episode of the 401(k) Roundtable, Rick Unser is joined by John Beshears, Professor at Harvard Business School, and Brad Champagne, VP of Human Resources at Mission Linen Supply, to explore how behavioral finance and thoughtful plan design are... more

In this episode of 401(k) Roundtable, Rick Unser is joined by Andrew Biggs, Senior Fellow at the American Enterprise Institute, and Mina Biggs, Chief People Officer at Hanson Professional Services. Together, they unpack the so-called "retirement cris... more

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Recent Guests

Fiona Greig
Global Head of Investor Research and Policy at Vanguard
Vanguard
Episode: Has the Moment for Retirement Income Finally Arrived?
Eric Jackson
Benefit plan investment strategist at Chevron
Chevron
Episode: Has the Moment for Retirement Income Finally Arrived?
Meera Pandit
Global Market Strategist at JPMorgan
JPMorgan
Episode: The Resilient Market: What 2025 Taught Us About Long-Term Investing
John Beshears
Professor at Harvard Business School specializing in participant behavior in 401(k) plans
Harvard Business School
Episode: Behavioral Finance Meets 401(k): What the Data Says About Defaults
Brad Champagne
Vice President of Human Resources at Mission Linen Supply
Mission Linen Supply
Episode: Behavioral Finance Meets 401(k): What the Data Says About Defaults
Mina Biggs
Chief People Officer at Hanson Professional Services
Hanson Professional Services
Episode: Rethinking Retirement: Is the Crisis as Bad as We Think?
Andrew Biggs
Senior Fellow at the American Enterprise Institute, expert on retirement policy
American Enterprise Institute
Episode: Rethinking Retirement: Is the Crisis as Bad as We Think?
Robert Fortin
Senior Manager of Benefits Wealth at Amtrak
Amtrak
Episode: Engage, Educate, Evolve: Building Better 401(k) Plans for Today's Workforce
Kristina Cox
Director of Compensation and Benefits with Recology
Recology
Episode: Engage, Educate, Evolve: Building Better 401(k) Plans for Today's Workforce

Host

Rick Unser
Host of 401(k) Roundtable

Reviews

4.7 out of 5 stars from 82 ratings
  • A must listen for plan sponsors

    Great dialogue and guests.

    Apple Podcasts
    5
    Marco_D1
    United States4 years ago
  • Great podcast

    Good content very informative thank you all who participate in this podcast

    Apple Podcasts
    5
    montoya713
    United States4 years ago
  • Timely, informative, fun!

    You wouldn’t think that this topic could be so interesting, but the host and his guest do one whale of a job making it sound really interesting! And for those of us in the benefits arena, this is really timely. We need to move to true retirement plans vs savings plans, and this podcast clearly lays out the regulatory cover for making it happen.

    Apple Podcasts
    5
    D day Normandy
    United States5 years ago
  • Great Understanding

    I think I may be like most, and only know very little about the mechanics of our 401k. I learn a little with each podcast. Keep up the good work!

    Apple Podcasts
    5
    tierneyc24
    United States6 years ago
  • Keep up the good work!

    Timely content and good selection of guests.

    Apple Podcasts
    5
    401(k) fan
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Timely and informative, especially for HR and benefits teams.
High-caliber guests and practical, real-world guidance.
Candid, insightful discussions with actionable takeaways for plan sponsors.
Engaging format and strong host-guest dynamics that translate to real-world impact.
Great depth on retirement mechanics; easy to follow for newcomers and pros alike.

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Talking Points

Recent interactions between the hosts and their guests.

The Resilient Market: What 2025 Taught Us About Long-Term Investing
Q: What suggestions do you have for 401(k) plans for 2026?
Advise on maintaining consistent investment practices and expecting market changes without overreacting to current events.
The Resilient Market: What 2025 Taught Us About Long-Term Investing
Q: How can someone focus on the long term?
Focus on long-term goals such as retirement, and understand that volatility tends to average out over time.
The Resilient Market: What 2025 Taught Us About Long-Term Investing
Q: What is your high level take on 2025?
2025 was turbulent with multiple crises, yet it saw surprising market upsides, with double-digit growth in the S&P 500.
Predicting Market Pricing Perfection: Pain or Performance?
Q: What indicators can you share about the labor market?
Job growth is still positive but slowing, with fewer job openings and rising claims suggesting a cool-off.
Predicting Market Pricing Perfection: Pain or Performance?
Q: What are your thoughts on interest rate cuts?
The Fed is unlikely to cut rates soon due to stable employment and ongoing inflation above their target.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About 401(k) Roundtable

What is 401(k) Roundtable about and what kind of topics does it cover?

This program centers on retirement plan design, governance, and the economics of 401(k) programs for plan sponsors and fiduciaries. Guests range from top financial strategists and market researchers to HR leaders and benefit design experts, who discuss how automatic enrollment, investment defaults, and plan features shape participant behavior, engagement, and long-term retirement outcomes. Across episodes, topics frequently cover regulatory changes (like Secure 2.0), market trends, private equity impacts on retirement plans, and practical strategies for communicating total rewards and wellness to employees. The show often blends real-world implementation with academic insights, offering listeners actionable takeaways for improving plan part... more

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How many listeners does 401(k) Roundtable get?

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Which podcasts are similar to 401(k) Roundtable?

These podcasts share a similar audience with 401(k) Roundtable:

1. 401(k) Specialist Podcast
2. That 401(k) Podcast
3. Everything Everywhere Daily: History, Science, Geography & More
4. Freakonomics Radio
5. The Ezra Klein Show

How many episodes of 401(k) Roundtable are there?

401(k) Roundtable launched 10 years ago and published 271 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on 401(k) Roundtable?

Recent guests on 401(k) Roundtable include:

1. Fiona Greig
2. Eric Jackson
3. Meera Pandit
4. John Beshears
5. Brad Champagne
6. Mina Biggs
7. Andrew Biggs
8. Robert Fortin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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