Retireholics
Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
Episodes
The 401k Girls are back. Hayley Porter and Jessica Porter return to talk acquisitions, target-date funds, financial literacy, vibe coding, and getting more women into financial services. Plus Fact or Fiction Thursday, a Chat Bar Champion challenge, and the usual chaos.
We dig into the Ascensus and American Trust custodian shakeup and what consolidation means for advisors and TPAs, the wave of public comments on the latest DOL ru...
Mesirow's deal to acquire LeafHouse Financial Advisors and Blue Ridge Associates' acquisition of Economic Group Pension Services. QuickBooks and Vestwell integrated 401(k) solution aimed at small and mid-sized businesses. Fred Reish's analysis of the DOL's proposal on alternative assets and how it affects plan investment menu selection, EBSA head Aronowitz's request for industry input on the DOL investment rule, and President Trump...
Topics: GUARANTEED INCOME: A DEEP DIVE. Really excited to do a precursor episode to NAPA 401k Summit, the idea here is to take one topic and cover all the angles.
Topics: Rollover tech company Capitalize, is Advisor compensation on a downward trend? Americans and Entrepreneurship, an Advisor Skills Challenge Contest, an update on BidMoni Inc., Tales from Texas, and an extended version of FinTok. Get em' on ice your 401k Freaks!
Special guest Hunter Hopcroft is joining on behalf of Basic Capital. We will dig into Basic Capital's concept they call a Retirement Mortgage where they put in 4 dollars for every 1 dollar the participant puts in.....crazy right? Hoping to ask all the right questions and learn more later today.
Other topics include: Morningstar's new Ai Assistant, a revisit of the whole Gusto x Guideline x Accrue x Vestwell dealio, Financial FOM...
Topics to include: Insured Retirement Institute (IRI) wants Congress to mandate lifetime income in 401k (really bro?), a deep look at 408b2 & 404a5, Fi360 (now Broadridge) vs RPAG vs Morningstar, How much money are Recordkeepers and Advisors making? a review of PLANADVISER's Adviser Value Survey, Fintok, Texas Tips and more....
Jason Wenk joined as the featured guest on Retireholics.
Topics include: Aaron Schumm and Vestwell raise 365 million, SEC backs new $300 gift limit for Advisors, Fred Barstein thinks 401k plans are an illusion, Altruist's Ai platform Hazel is making big waves in wealth management.
For those that don't know Jason is the real deal... the firm (Altruist) he founded is a disruptor custodian competing with the likes of Charles Sc...
Topics we pulled from the 401k rags:
We will be breaking down Radish and how it’s reshaping tax advantaged employee incentive plans. Digging into Basic Capital’s $25M raise and what it signals for VC backed recordkeeper disruption. Unpacking leadership changes at Ubiquity with James Hobson stepping in as CEO. We’ll also demystify the NAPA Black Book, what it is and why advisors care. Taking a look at Otto, the new AI assistant d...
Topics we're pulling from the 401k rags:
🔥401GO just locked in a $33M series B what this means for advisors and platforms.💡BNY Mellon is stepping up with contributions to employees’ Trump accounts. 🏆 Proven strategies to ace the finalist presentation and close more 401(k) plans?
Pentegra “boogeyman” settlement finally gets the green light, Trump Accounts roll out with bold promises for newborn savers, and a surprising study suggests retirees may be heading toward a 2.1% withdrawal rate—whether they mean to or not. Plus, fresh data shows investors growing frustrated with disappointing Target Date Funds.
A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray’s latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex’s new AI-powered advisor alerts.
Guest: Lisa M. Gomez the Former Assistant Secretary of Labor for Employee Benefits Security at USDOL
Potential topics: A mix of industry, regulatory, and cultural developments. Key retirement plan topics include growing litigation concerns impacting DC plan services, new CIT offerings aimed at reducing small business 401(k) fees, and the ongoing battle over the DOL fiduciary rule, the DOL’s reversal of crypto investment guidanc...
Join us for a special episode of Retireholics this week with expert guest Financial Advisor Jim Sampson. A breakdown/analysis of Freddy B's 'Ten Products and Services with the Greatest Impact on the 401(k) Industry' : Crypto, Private Equity, Custom TDFs, Held Away Assets, Retirement Income, Capturing IRA Rollovers, PEPs, Managed Accounts, and of course Artificial Intelligence. Brian Graff and American Retirement Association ask ...
Topics: Mandatory Roth Catch-Up rules, dark-side of M&A, NASDAQ on blockchain, FINRA crypto/blockchain education program, Chad's shoulder.
Potential topics: Topics to include: Blaze Credit Union and Osaic Deal, Empower's Schlichter Law Suit, Justin Bieber's New Album, Tax Credit Failures, Technology for Small Plans, Beneficiaries and our New FinTok Segment
Potential topics: Trumps EO!, The DOL’s RFI for PEPs, Sway Conference, Human Interest gets more $$, Empower Zero Fee SP500 X-Ray, FinTok, and Roswell Sighting of PEP Loving Mind Controlling Aliens.
ERISA expert and Industry Vet Jack Towarnicky joins Retireholics today. Topics to include: Josh Itzoe's New Product Launch, J.P. Morgan and Vestwell's SoloK, Is the Coverage Gap really narrowing?, Senator Warren vs Empower drama now includes Voya Financial, Blue Owl Capital and Trump, My QDIA is better than your QDIA, and what is a Ben Franklin Child Roth IRA?
Guest: We don't need no stinking guest
Topics (maybe):
• Schlichter, Pentegra Settle MEP Fiduciary Breach Suit
• Bobby Bonilla, TIAA & Nuveen short film, 'The Big Deal'
• Elizabeth Warren is seeking answers from Empower Retirement
• SEC Announces it Will Analyze Private Securities in Retirement Accounts
We dive deep into the mind of Grant Ellis, AIF®, CPFA® The experiences, success and "learnings" of a Retirement Plan Advisor and his 20+ years in the biz.
Topics potentially covered:
• 401k Fee Structures
• The Stealthy Wealthy
• Being Yourself and Advisor Fashion
• Lifestyle Practice vs Scale
• Custom Service Models Depending Upon Client Size
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