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401(k) Specialist Podcast

401(k) Specialist Magazine
Retirement Planning
401(k) Plans
Annuities
Retirement Plans
Allianz Life
Retirement Income Strategies
Stable Value Funds
Target Date Funds
Market Value Adjustments
ERISA
Artificial Intelligence
401(k)
401k
Private Equity
Invesco
Inflation
Lincoln Financial
Financial Wellness
Financial Planning
Department Of Labor

401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

PublishesTwice monthlyEpisodes141Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

SWAY | LIVE, the retirement industry’s most unique annual conference—and the only one focused on helping retirement industry professionals build their personal brand—is coming to Boulder, Colorado Aug. 2-4.

Event founder and organizer Sheri Fitts, t... more

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The recently released 2026 Social Security Trustees Report once again shortened the timeline for when the trust funds paying out benefits to more than 75 million Americans will become insolvent unless lawmakers finally step in and do something about ... more

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When retirement policymakers sought to incentivize small businesses to begin offering retirement plans in an effort to help close the coverage gap, they did so in part by creating greatly expanded federal tax credits that would offset their cost in p... more

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As part of 401(k) Specialist’s Q2 Deep Dive on target-date funds, Editor-in-Chief Brian Anderson sits down with Mercer Director of Defined Contribution Strategic Research Teams Preet Prashar to discuss the rapidly evolving TDF landscape—from market c... more

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Recent Guests

Jason Fichtner
Executive Director of the LIMRA Retirement Income Institute; former Acting Deputy Commissioner of the Social Security Administration
LIMRA Retirement Income Institute
Episode: Social Security's Reckoning: Dr. Jason Fichtner Explains What the New Trustees Report Means for 401(k) Savers
Will Hackler
Managing partner at Integrated Pension Services, 401k and pension plan design, compliance and administration expert
Integrated Pension Services
Episode: Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler
Preet Prashar
Director of Defined Contribution Strategic Research Teams at Mercer
Mercer
Episode: Exploring the Target Date Landscape with Mercer’s Preet Prashar
Jessica Porter
Co-founder of the 401k Girls, financial planner
BPG Wealth Management
Episode: The 401k Girls Are Making Financial Planning Actually Fun
Hayley Porter
Co-founder of the 401k Girls, financial planner
BPG Wealth Management
Episode: The 401k Girls Are Making Financial Planning Actually Fun
George Fraser
Founder and Chief Revenue Officer
GigMatch
Episode: How GigMatch Creates Retirement Hope: George Fraser
Greg Jenkins
Managing Director, DC Solutions at Invesco
Invesco
Episode: What Participants Really Think with Invesco’s Greg Jenkins
Mahesh Natarajan
Chief Revenue Officer at Congruent Solutions
Congruent Solutions
Episode: Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
Fred Reish
ERISA attorney, former partner at Fagry Drinker (now Prime Capital Retirement)
Prime Capital Retirement
Episode: How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026

Host

Brian Anderson
Editor-in-Chief / Host focused on retirement and DC strategy

Reviews

4.7 out of 5 stars from 37 ratings
  • Excellent listening!

    Excellent listening. Really learned a lot and was very impressed with the smooth delivery of the information.

    Apple Podcasts
    5
    NickMiano
    United Statesa year ago
  • Awesome Podcast

    Great podcast, super informational and I’ve learned a lot.

    Apple Podcasts
    5
    FrannyTankers
    United Statesa year ago
  • Highly recommend

    Podcasts is filled with knowledge. I enjoyed listening and learned a bit as well!

    Apple Podcasts
    5
    Eric from Buffalo
    United Statesa year ago
  • Jake Eigner

    Jake produced his knowledge is an easy to follow format. Really enjoyed his episode

    Apple Podcasts
    5
    hus coop
    United States4 years ago
  • Fantastic Podcast

    The host John Sullivan always seems to get exactly what he needed from the guest. This podcast is fantastic.

    Apple Podcasts
    5
    Gabster79
    United States5 years ago

Listeners Say

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

Guests consistently bring high-level expertise and actionable takeaways.
Content is thought-provoking and keeps up with regulatory and tech shifts in retirement.
Host delivers clear, practical questions with deep industry knowledge.

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Talking Points

Recent interactions between the hosts and their guests.

The 401k Girls Are Making Financial Planning Actually Fun
Q: What impact have you seen from audience engagement on social media—any concrete examples?
We consistently hear from followers who implement small, concrete actions like increasing their 401(k) contribution by 1 percent, and report positive changes. This demonstrates that bite-sized, clear guidance translates into real financial progress.
The 401k Girls Are Making Financial Planning Actually Fun
Q: How does your perspective as two women in a male-dominated industry shape your approach to serving women clients?
Our experiences highlight the need for empathy, tailored communication, and representation. We aim to debunk jargon, provide practical steps, and show through examples that women can confidently manage their financial futures with support from female advisors.
The 401k Girls Are Making Financial Planning Actually Fun
Q: What inspired you to create the 401k Girls and focus on making retirement planning approachable through social media?
We saw a gap where important information was hard to access or understand, especially for younger people and women. By sharing bite-sized, actionable tips in a relatable format, we can educate and empower our audience while also encouraging proactive planning.
Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
Q: With AI becoming ubiquitous, what does 'invisible AI' look like for retirement operations?
Invisible AI is about embedding AI in back-office tasks—reading plan documents, triggering alerts, nudging sponsors and participants—so users experience smarter processes without dealing with visible AI interfaces; trust and accuracy are critical.
Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
Q: You advocate for a modular, Swiss Army knife approach to innovation rather than a full-scale overhaul. How does that work in practice?
The approach targets concrete pain points (like payroll data integration) and delivers ROI within 12-18 months, building trust and reducing perceived risk as adoptive changes demonstrate value without large, disruptive investments.

Audience Metrics

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

Listeners per Episode
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Frequently Asked Questions About 401(k) Specialist Podcast

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

The show centers on retirement planning, 401(k) strategy, and the evolving technology and policy landscape shaping workplace pensions. Episodes frequently tackle practical industry challenges—like increasing plan adoption, integrating lifetime income, leveraging AI for participant engagement, and modernizing back-office infrastructure—while featuring practitioners, researchers, and product leaders who bring hands-on experience and data-driven insights. A standout trait is the blend of rigorous fiduciary discussion with tangible, implementable ideas for advisors, plan sponsors, and fintech providers, making it valuable for listeners who need to translate complex topics into client-ready strategies.

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How many listeners does 401(k) Specialist Podcast get?

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What are the audience demographics for 401(k) Specialist Podcast?

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How many subscribers and views does 401(k) Specialist Podcast have?

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Which podcasts are similar to 401(k) Specialist Podcast?

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

1. Nevin & Fred
2. Investing Insights
3. Motley Fool Hidden Gems Investing
4. WSJ Your Money Briefing
5. Money For the Rest of Us

How many episodes of 401(k) Specialist Podcast are there?

401(k) Specialist Podcast launched 6 years ago and published 141 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact 401(k) Specialist Podcast?

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What guests have appeared on 401(k) Specialist Podcast?

Recent guests on 401(k) Specialist Podcast include:

1. Jason Fichtner
2. Will Hackler
3. Preet Prashar
4. Jessica Porter
5. Hayley Porter
6. George Fraser
7. Greg Jenkins
8. Mahesh Natarajan

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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