Retireholics

Retireholics crew & the 401(k)ouple dive deep into how AI is reshaping advisor workflows, the role of private equity in retirement plans, and what plan design looks like when TPAs and recordkeepers are at the table.

This episode tackles the biggest trends hitting the 401(k) industry right now. The panel breaks down how AI is changing plan administration and advisor workflows, and whether it's a tool that makes advisors more v...

John Lestock joins JD Carlson to expose predatory 401(k) sales tactics and break down the latest industry acquisitions reshaping the recordkeeper landscape. From USI to Aon to Empower's bold moves, here's what advisors and plan sponsors need to know.

The 401(k) industry is consolidating fast, and not all of it is good news for advisors and their clients. In this episode, guest John Lestock dives deep into the predatory sales prac...

Tod Ruble from Custodia breaks down hybrid capital structures, 3(38) fiduciary responsibilities, and what advisors need to know about plan custodian security after the TrueStage cyber disaster. Learn the real risks and pricing models.

In this episode, host JD Carlson sits down with Tod Ruble to explore Custodia's role in the 401(k) ecosystem and the growing complexity of 3(38) fiduciary arrangements. We dig into what hybrid capit...

Sheri Fitts joins JD Carlson to break down stretch matches vs. non-elective contributions, fiduciary responsibilities, and the latest on pooled employer plans. Essential listening for 401(k) advisors staying ahead of plan design trends.

In this episode, Sheri Fitts dives deep into critical plan design strategies that every 401(k) advisor needs to master. We explore the nuances of stretch match versus non-elective contribution app...

Brian Danos joins JD Carlson to break down participant vs. employer-paid fee strategies, recordkeeper pricing tactics, and how AI is transforming 401(k) compliance documents. Essential insights for advisors navigating fee debates and modernizing plan administration.

In this episode of Retireholics, Brian Danos dives deep into some of the thorniest issues facing 401(k) advisors today. We start with the ongoing fee debate: should pa...

Super pumped to have Todd Harlow of Hero7 on the RH Show!

Topics to include: Say It Aint So BenefitsLink, Fred Reish's New Website, National Association of Plan Advisors Endorses Private Equity and Crypto?, What is the AARP and What Does It Do? Ascensus/Future Plan Launches PEP with Voya Financial and Mesirow, 401k Conversion Dos and Donts, Acrosyn and Fintoks. ChatBar Nerds Unite and get ready to battle for the Chat Bar Champio...

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 rul...

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...

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 FOMO...

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 Schw...

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 n...

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 gu...