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401(k) Specialist Podcast

401(k) Specialist Magazine
Retirement Planning
Retirement Plans
Financial Wellness
Inflation
401k
Fixed Income
Value Investing
Secure 2.0
Market Volatility
Company Mergers
Employee Benefits
401(k) Forfeiture Lawsuits
Viking Cove Institute
401(k) Plans
Annuities
Invesco
Core Bond
Core Plus Bond
Target Date Funds
Small and Medium Businesses

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 monthlyEpisodes135Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for 401(k) Specialist Podcast

Latest Episodes

There’s a lot of increased attention about adding private markets investments to 401(k) plans in the wake of President Trump’s 2025 Executive Order on alternatives, and participants are starting to take notice.

Invesco’s recent DC Participant Pulse ... more

Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants.

To learn more about how and why it needs to evolv... more

YouTube

In this special edition of the 401(k) Specialist Podcast—part of our Deep Dive series on “How Not to Get Sued”—Editor-in-Chief Brian Anderson sits down with legendary ERISA attorney Fred Reish to examine how fiduciary risk is evolving in today’s regu... more

YouTube

Eric Dyson, Executive Director of 90 North Consulting and one of the retirement industry’s more active ERISA expert witnesses, joins the 401(k) Specialist Podcast for a practical conversation on how plan sponsors and advisors can reduce fiduciary ris... more

YouTube

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Eric Dyson
Executive Director of 90 North Consulting and ERISA expert witness
90 North Consulting
Episode: How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
Glenn Dial
Senior Retirement Strategist at American Century Investments
American Century Investments
Episode: Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
Michael Allen
Global Head of Retirement Technology at Morningstar Retirement
Morningstar Retirement
Episode: Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
Sue Hardy
Head of Plan Operations at 401Go
401Go
Episode: Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Cheryl Morrison Deutsch
Chief Experience Officer at 401Go
401Go
Episode: Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
Marc Howell
Managing Director of Enhanced Plan Design
Principal Financial Group
Episode: Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning
Felix Okwaning
Managing Director of Enhanced Plan Design
Principal Financial Group
Episode: Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning
Bill McLaren
Stable Value Business Leader for the Retirement Plan Services Business at Lincoln Financial
Lincoln Financial
Episode: Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
Maura Reilly Kennedy
Managing Director of Neuberger Berman and senior member of the private equity investment team
Neuberger Berman
Episode: Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa

Host

Brian Anderson
Editor-in-Chief at 401k Specialist

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 States7 months ago
  • Awesome Podcast

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

    Apple Podcasts
    5
    FrannyTankers
    United States7 months ago
  • Highly recommend

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

    Apple Podcasts
    5
    Eric from Buffalo
    United States7 months ago
  • Jake Eigner

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

    Apple Podcasts
    5
    hus coop
    United States3 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.

Feedback highlights how hosts and guests break down complex topics into actionable steps.
Audience notes high-quality guests who discuss timely regulatory and market developments.
Listeners appreciate the practical, leader-focused discussions with industry experts.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
Q: What are some of the next steps that plan sponsors, their advisors and consultants may consider?
Plan sponsors should assess the features of different managed account providers, enhance communication to drive engagement, and review the unique needs of their participant base.
What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
Q: What kind of insights was Fidelity looking to uncover with the survey that informed it?
Fidelity aimed to understand participant perspectives on managed accounts, focusing on emotional benefits and the value they provide, including confidence and reduced financial stress.
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
Q: Can you share a few details about this year's event?
This year, we expect to have advisors, consultants, and home office investment teams attending, along with key sessions focusing on retirement income.
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
Q: What sparked your interest in starting up your own conference?
There was a big void that needed to be filled for advisors looking for a framework to evaluate income solutions.
Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
Q: What will likely change how private markets are integrated into retirement plans?
The anticipated actions from regulators and continued education and case studies will drive this change.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
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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?

This show centers on retirement planning, 401(k) strategy, and fiduciary governance, featuring interviews with industry leaders and practitioners who translate complex regulations and market shifts into practical guidance for sponsors, advisors, and plan participants. Recent episodes highlight fiduciary responsibilities, retirement income solutions, managed accounts, automated plan features, and the integration of technology and AI into advisory services. Guests tend to be senior fiduciary, investment, and retirement plan experts from major providers, offering actionable insights for improving plan design, risk management, and participant outcomes. The format often surfaces concrete takeaways for sponsors and advisors to optimize plans, com... more

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

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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. That 401(k) Podcast
2. The 401(k) Marketing Podcast
3. Nevin & Fred
4. Ask the Experts
5. The Perfect RIA

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

401(k) Specialist Podcast launched 6 years ago and published 135 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. Eric Dyson
2. Glenn Dial
3. Michael Allen
4. Sue Hardy
5. Cheryl Morrison Deutsch
6. Marc Howell
7. Felix Okwaning
8. Bill McLaren

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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