401(k) Specialist Podcast
401(k) Specialist Podcast
Latest Episodes
The 401k Girls Are Making Financial Planning Actually Fun
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist about the 401(k) Girls, a financial education platform aiming to make financial wellness accessible and exciting...
How GigMatch Creates Retirement Hope: George Fraser
Advisor InsightsWinning the Finalist Presentation: How offering a "Hope-based" engagement model like GigMatch differentiates you from advisors stuck in "Fear-based" messagingReducing Financial Stress for Sp...
What Participants Really Think with Invesco’s Greg Jenkins
There’s a lot of increased attention about adding private markets investments to 401(k) plans in the wake of President Trump’s 2025 Executive Order on alternatives, and participants are starting to take notice.Invesco’s recent DC Partici...
Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants.To learn more about how and why it nee...
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