The 401(k) Marketing Podcast

The 401(k) Marketing Podcast

The 401(k) Marketing Podcast with Rebecca Hourihan from 401(k) Marketing will help you become the go-to expert in your community. Rebecca and her team share their ideas and resources to help you professionalize your firm, demonstrate your authority, and rise above your competition!

Episodes

The Silent Goldmine: How Tech, Tax Credits & Mandates Are Disrupting Small Business Retirement Plans (Ep. 52)

June 11, 2025 • 25 mins
What makes startup 401(k) plans the new frontier for retirement savings? Join Rebecca Hourihan as she sits down with Kevin Spaeth from PenChecks to explore the modern twists redefining 401(k) plans. They delve into the impact of auto-enrollment and escalation, the role of safe-harbor rules, state-mandated IRA programs, and the introduction of strategic tax incentives …

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Unlocking Retirement Policy Insights with Will Hansen (Ep. 51)

May 14, 2025 • 24 mins
As the retirement landscape continues to evolve, understanding how new legislation and emerging technologies impact employers and employees is more important than ever. In this episode, Rebecca chats with Will Hansen, Executive Director of the Plan Sponsor Council of America, to discuss the latest shifts in retirement planning and policy, and what they mean for …

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Transforming Retirement Savings with Auto Portability (Ep. 50)

April 9, 2025 • 33 mins
What if your 401(k) followed you from job to job as effortlessly as your favorite playlist? Join host Rebecca Hourihan as she sits down with industry experts Spencer Williams and Neal Ringquist from the Retirement Clearinghouse to explore this game-changing innovation. Discover how the Portability Services Network is tackling the challenge of maintaining retirement savings …

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5 Powerful Techniques to Stand Out on Social Media (Ep. 49)

March 12, 2025 • 11 mins
Join Rebecca Hourihan in this engaging episode of the 401(k) Marketing Podcast as she shares insightful strategies to elevate your 401(k) advisory practice from good to great. Explore Rebecca’s five dynamic techniques to stand out on social media, boost your engagement, and solidify your presence in the retirement plan community. Rebecca discusses: The impact of …

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The Power of AI for Retirement Planning Professionals with Spencer X. Smith (Ep. 48)

February 11, 2025 • 31 mins
Are you keeping up with the AI wave in the financial services industry? Rebecca Hourihan chats with Spencer X. Smith from AmpliPhi Digital about the transformative power of AI in the retirement plan industry. Get ready to explore how AI has quickly evolved from a niche technology to an everyday tool for financial advisors. Spencer …

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Unlocking the Potential of Your 401k Business with Mike DiCenso (Ep. 47)

January 15, 2025 • 24 mins
Rebecca Hourihan sits down with Mike DiCenso, a renowned expert in institutional retirement plans, wealth management, and fintech innovation. Discover Mike’s profound insights on tackling modern challenges in the retirement plan advisory space and how to leverage them for success. Mike discusses: The importance of strategic planning and the pitfalls of abandoning strategies too soon  …

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5 Strategies to Boost Your Business Value with Brandon Helms (Ep.46)

December 13, 2024 • 32 mins
In this episode, we talk with Brandon Helms, MarshBerry Vice President on the five key strategies for financial advisors to build more value in their businesses. The conversation covers the importance of organic growth, differentiation strategies, succession planning, M&A opportunities, and understanding client demographics. Brandon emphasizes the need for advisors to think like stewards of …

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Why Financial Wellness Programs Often Miss the Mark (Ep.45)

November 15, 2024 • 33 mins
Rebecca Hourihan speaks with Blake Allison, founder and CEO of LifeCents, on the evolving concept of financial wellness, its challenges, and how it impacts both employers and employees. He emphasizes the need for personalized financial wellness programs and critiques overly complex, one-size-fits-all programs, advocating instead for tailored approaches that consider each employee’s unique financial situation, …

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Creating Compelling Video Content with Laura Garfield (Ep. 44)

October 16, 2024 • 29 mins
Rebecca Hourihan is joined by Laura Garfield, co-founder of Idea Decanter, to discuss the evolution and significance of short-form content and video marketing, particularly for financial advisors. Laura emphasizes the importance of adapting to your audience’s evolving preferences, leveraging video for effective communication, and utilizing AI tools to enhance video production. Gain insight and actionable …

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7 Practical Tips for Financial Advisors in 2024 (Ep.43)

August 14, 2024 • 22 mins
Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing materials, and offers invaluable tips for maintaining meaningful connections with prospects and clients. Rebecca touches on: …

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Retirement Income Solutions with Nevin Adams (Ep.42)

July 15, 2024 • 30 mins
In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections. Dive …

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10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)

June 19, 2024 • 29 mins
Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the importance of creating tailored content, and discusses the critical role of …

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How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)

May 15, 2024 • 30 mins
Did you know that approximately 10-12% of plan sponsors actively shop their plan every year? Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a …

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Revolutionizing Payroll Integration with Automation and APIs with Jeff Kayajanian (Ep. 39)

April 16, 2024 • 24 mins
Are you tired of manual payroll processes eating up your time and resources? What if there was an efficient way to streamline payroll integration with your 401(k) recordkeeping? Learn how Payroll Integrations connects you to leading payroll systems and automates data transfer through APIs. Rebecca Hourihan and guest Jeff Kayajanian, principal and chief revenue officer …

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What I Learned From 3,000 Podcast Interviews with Matt Halloran of ProudMouth (Ep. 38)

March 15, 2024 • 25 mins
As advisors continue to seek innovative ways to connect with their audience and establish trust, the challenge of standing out in a crowded market is ever-present. In this episode, Rebecca Hourihan speaks with Matt Halloran, co-founder of ProudMouth, about the power of podcasting to rise above the noise and establish yourself as the go-to expert. …

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Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)

February 15, 2024 • 29 mins
Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does? In this episode, Rebecca Hourihan speaks with Fred Barstein, the founder & CEO of The Plan Sponsor University (TPSU), The Retirement Advisor University (TRAU), and 401kTV and they discuss an alternative …

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It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)

December 13, 2023 • 18 mins
You never get the chance to redo a first introduction, so make sure you can control as much of it as you can! In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares her recent encounter with a local attorney, which highlighted the profound impact of seemingly minor details during a first meeting. The …

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SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)

November 16, 2023 • 19 mins
Advisors, are you ready to wrap up 2023 with an insightful year-end review and kick off 2024 with a SMART action plan? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares ideas and suggestions for a productive year-end evaluation of your business. Rebecca discusses: The first step for a comprehensive year-end review The …

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Elevating Advisor Standards Through CEFEX Certification with Carlos Panksep (Ep. 34)

October 16, 2023 • 23 mins
In financial services, trust is paramount. Certification programs are a great way to strengthen your client’s trust and stand out to plan sponsors! In this episode of the 401(k) Marketing Podcast, Missy Schoedel speaks with Carlos Panksep, Vice President at Broadridge and General Manager at the Centre for Fiduciary Excellence (CEFEX). They highlight the benefits …

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Powerful Branding Strategies for 401(k) Advisors (Ep. 33)

September 15, 2023 • 21 mins
A consistent brand that resonates with clients translates into greater influence, business opportunities, and profitability. But how do you build one? In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares actionable strategies to build a strong brand presence in a competitive marketplace. She also talks about creating and implementing a long-term marketing strategy …

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