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401(k) Specialist Podcast

401(k) Specialist Magazine

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.

PublishesMonthlyEpisodes123Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Latest Episodes

In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when they’re triggered, how they’re calculated, and why they matter.

Bill McLaren, Stable Value Business Leader for th... more

YouTube

Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administration, many advisors, plan sponsors and fiduciaries are understandably hesitant to jump in.

To get... more

YouTube

Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing retirement who want to reduce market risk while still ea... more

YouTube

As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring sustainable income—what’s also known as "value creation."

Danielle Kelso, Senior Institutional Solutions Consult... more

YouTube

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Reviews

4.7 out of 5 stars from 36 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 month ago
  • Awesome Podcast

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

    Apple Podcasts
    5
    FrannyTankers
    United Statesa month 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 month 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 States4 years ago

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Audience Metrics

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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. Kitces and Carl - Real Talk for Real Financial Advisors
2. Investing Insights
3. The Great Retirement Debate with Ed Slott & Jeffrey Levine
4. The Long View
5. The 401(k) Marketing Podcast

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

401(k) Specialist Podcast launched 5 years ago and published 123 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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