401(k) Specialist Podcast
1) Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
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. ...Show More
2) Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
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 fiduciari...Show More
3) Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos
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 retire...Show More
4) Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso
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." Danie...Show More
5) Previewing SWAY | LIVE 2025 with Sheri Fitts
The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in pe...Show More
6) Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision'
Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptoc...Show More
7) Unlocking SMB Market Success with 401GO’s Stan Smith
One of the most promising—and rapidly evolving—segments of the retirement plan industry is the small- to medium-sized business (SMB) market. With a wave of government incentives and employee expectati...Show More
8) Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
The integration of guaranteed lifetime income solutions into workplace retirement plans remains a hot topic among plan advisors, sponsors and participants. To get an idea of the current state of these...Show More
9) Creating the 'Next-Gen 401(k) Report' with KWP Growth Partners’ Will Prest and Lisa Kottler
The inaugural "Next-Gen 401(k) Report" from KWP Growth Partners is being released on April 8, unveiling a dozen transformative trends that are shaping the future of retirement plans, putting the spotl...Show More
10) Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong
In this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin Armstrong, co-lead manager of the Invesco Comstock Fund, who is...Show More