Rephonic
Artwork for 401(k) Specialist Podcast

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
401k
Private Equity
Inflation
Invesco
Financial Wellness
Lincoln Financial
Financial Planning
Department Of Labor
Secure 2.0

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 monthlyEpisodes140Founded6 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for 401(k) Specialist Podcast

Latest Episodes

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

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

YouTube

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

YouTube

In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist about the 401(k) Girls, a financial education platform aiming to make financial wellness accessible and exciting for profession... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Nevin & Fred
Nevin & FredNevin Adams
The Long View
The Long ViewMorningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist
Here's Why
Here's WhyBloomberg
Investing Insights
Investing InsightsMorningstar, Ivanna Hampton, Sarah Hansen

Recent Guests

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
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
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

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 States10 months ago
  • Awesome Podcast

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

    Apple Podcasts
    5
    FrannyTankers
    United States10 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 States10 months 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.

Chart Rankings

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

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
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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.

Where can I find podcast stats for 401(k) Specialist Podcast?

Rephonic provides a wide range of podcast stats for 401(k) Specialist Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 401(k) Specialist Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 401(k) Specialist Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

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

Rephonic provides comprehensive predictive audience data for 401(k) Specialist Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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

To see how many followers or subscribers 401(k) Specialist Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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

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

1. Nevin & Fred
2. The Long View
3. Here's Why
4. Thoughts on the Market
5. Investing Insights

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

401(k) Specialist Podcast launched 6 years ago and published 140 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for 401(k) Specialist Podcast?

Rephonic pulls ratings and reviews for 401(k) Specialist Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for 401(k) Specialist Podcast?

Rephonic provides full transcripts for episodes of 401(k) Specialist Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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

Recent guests on 401(k) Specialist Podcast include:

1. Will Hackler
2. Preet Prashar
3. Jessica Porter
4. Hayley Porter
5. George Fraser
6. Mahesh Natarajan
7. Fred Reish
8. Eric Dyson

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days