401(k) Specialist Podcast
401(k) Specialist Podcast
Latest Episodes
Where Value Investing Fits in Today’s 401(k) with Invesco’s Sergio Marcheli
Growth stocks—and more recently a relatively small group of mega-cap technology companies—have dominated market attention for much of the past decade. But shifting market conditions are putting a renewed spotlight on diversification, valuations...
Utilizing Fiduciary Support with Morningstar’s Nathan Voris
Fiduciary responsibility has always been a core part of running a retirement plan, but with continued litigation, an evolving investment landscape and changing regulatory expectations, staying on top of those responsibilities isn’t getting any ...
Private Markets in 401(k)s: Wilshire’s Todd Cassler Explains Hurdles to Adoption
It’s been a little more than a year since President Trump signed an executive order seeking to expand access to alternative assets in 401(k) plans, clearing a path for pri...
Rethinking Active Management for Today’s 401(k) Plans with MFS’ Jeri Savage
As market volatility, concentration risk and evolving retirement income needs reshape the defined contribution landscape, plan sponsors are taking a fresh look at the role of active management in participant portfolios.That is the subjec...
Sheri Fitts: Personal Branding a Focus at 2026 SWAY | LIVE
SWAY | LIVE, the retirement industry’s most unique annual conference—and the only one focused on helping retirement industry professionals build their personal brand—is coming to Boulder, Colorado Aug. 2-4.Event founder and organizer She...
