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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
401K
Private Equity
Invesco
Inflation
Lincoln Financial
Financial Wellness
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 monthlyEpisodes139Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for 401(k) Specialist Podcast

Latest Episodes

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

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

Advisor Insights

• Winning the Finalist Presentation: How offering a "Hope-based" engagement model like GigMatch differentiates you from advisors stuck in "Fear-based" messaging

• Reducing Financial Stress for Sponsors: Leveraging the $5/month subsc... 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.

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Recent Guests

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
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

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 States9 months ago
  • Awesome Podcast

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

    Apple Podcasts
    5
    FrannyTankers
    United States9 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 States9 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.

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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
Gender Skew
Location
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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?

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. Investing Insights
2. Stay Wealthy Retirement Podcast
3. Sound Investing
4. Barron's Streetwise
5. The Prof G Pod with Scott Galloway

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

401(k) Specialist Podcast launched 6 years ago and published 139 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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What guests have appeared on 401(k) Specialist Podcast?

Recent guests on 401(k) Specialist Podcast include:

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

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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