Retireholics

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.

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

Topics potentially covered:

John Sullivan's article on Fidelity Investments' analysis of 401k savings rates, Shlomo Benartzi's Secret Society, Brian Anderson & 401k Specialist Magazine's interview of Knut A Rostad, MBA on the EBSA's rescind of Crypto Guidance, a status check on LinkedIn, PEP going ons?, Amanda's guide to email management.

This week on Retireholics, Christopher Tipper and Katherine Tipper of Hunter Benefits Consulting Group, Inc. also know as THE 401(k)ouple! Let the bourbon flow!

Excited to announce this week's guest on Retireholics. Entrepreneur, Podcast Host, and Industry Speaker... Melissa Terito, CPA

Honored to have another 401k Industry Expert on the show. Deborah Rubin, CFP has an impressive career in leadership roles with major Recordkeepers. Equally exciting is that her passions extend into success coaching and achieving your best in life and business. This week we talk current 401k Headlines and dive deep into the brain of this 401k Expert!

First time guest alert! Kevin Spaeth of PenChecks Trust joins as this week's special guest.

Topics to include: LPL Financial acquiring Commonwealth Financial Network, the new Betterment Podcast, 401GO has a new partnership, the TikTok Financial Advice trend, and Schlichter strikes out again.

Topics: Do the Disruptors (Guideline, Human Interest, etc) know what they are doing when it comes to compliance work? The ROI of an Advisor Practice, is the ERISA Advisory Council no more? Advisor Revenue to see boost in 2025, and Great Gray Trust Company buys RPAG, WTF!?

The 401(k) Girls are joining us this week as our special guests. Jessica Porter, RICP®, AIF® and Hayley Porter, AIF® are two Advisors at BPG Wealth Management on a mission to shake up Financial Services with a fresh and innovative approach.

Do the vast majority of 401k plan 5500s have a red flag? Under performing investments in recent litigation, Cerulli report says 1 million micro plans by 2029, Roth Catch-Up Loop Holes, and more!

Juicy 401k News this week, lots to discuss with a fan-favorite guest Holly Knight. What is FutureStep and why have Vestwell and John Hancock partnered?, American Airlines/ESG Lawsuit and cartel-like behavior, Transamerica's Re-Brand, Waivz Webinar, AI in 401k, and more!