
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.
| Publishes | Twice monthly | Episodes | 140 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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
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
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
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Excellent listening. Really learned a lot and was very impressed with the smooth delivery of the information.
Great podcast, super informational and I’ve learned a lot.
Podcasts is filled with knowledge. I enjoyed listening and learned a bit as well!
Jake produced his knowledge is an easy to follow format. Really enjoyed his episode
The host John Sullivan always seems to get exactly what he needed from the guest. This podcast is fantastic.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #236 |
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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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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.
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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.