ARA Executive Interview
The Executive Interview is a short-form podcast featuring leaders in the retirement plan space describing relevant issues and their reactions to them. Whether it’s regulation, legislation, strategy or a host of other hot topics, listeners hear directly from those involved, and how it can (and will) affect their business.
Episodes
18 episodes
Decoding the Plan Participant Portability Challenge
Why is portability so important for retirement plan participants? And how does it apply to in-plan guaranteed lifetime income solutions like annuities?We speak with Gordy Stead, Director of Institutional Sales at Allianz Life Insurance C...
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9:43
GREAT News about Employee Financial Resilience and Longevity
John Hancock Retirement is out with its highly anticipated Financial Resilience and Longevity Report, now in its 10th year. It contains good news for most retirement savers, but some generations lag.We’re excited to spe...
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14:09
The Advisor’s Role in Financial Wellness and Plan Termination
Sponsored by: Inspira Financial Trust, LLCFinancial wellness, automatic rollovers, and plan terminations are currently a trifecta of important topics to which advisors can...
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13:07
Innovation in Retirement: Embracing Pooled Employer Plans and the 401(k) Evolution
To tackle current workforce and organizational issues, it's essential to move beyond conventional approaches. Many employers are turning to Pooled Employer Plans (PEP) to solve the challenges of the traditional 401(k) structure.In fact, ...
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18:58
The Critically Important (and Increasing) Role of Retirement Plan Personalization
The role of personalization in retirement plans is an increasing industry focus as a way to potentially ensure successful outcomes. So, what is Morningstar Retirement’s view on the importance of personalization in the industry?We asked M...
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12:58
Unpacking Participant Interest in Guaranteed Lifetime Income
The 2Q 2024 Quarterly Market Perceptions Study from Allianz Life Insurance Company of North America (Allianz) was recently published. The study provides valuable insights into participant demand for in-plan guaranteed lifetime income solutions,...
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15:20
CITs (Finally) Take Their Rightful Place
A lot is happening with Collective Investment Trusts (CIT). Morningstar recently reported that they’ve finally overtaken mutual funds as the most popular target-date vehicle, and bills are now in the House and Senate to allow them in 403(b)s.
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13:33
Risks Reframed: Building a Resilient Income Strategy for a Shifting World
The landscape of retirement planning is undergoing a significant transformation. New challenges have emerged, demanding a more extensive approach than traditional models focused solely on wealth accumulation.To tackle these issues, a clo...
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30:40
Hidden Strategies That Take Your Client’s Retirement Plan to New Heights
What common services or actions make managing a retirement plan challenging for plan advisors and their clients? What are the main points plan advisors and plan sponsors should know about plan termination? How does auto portability benefit plan...
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Season 1
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Episode 10
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14:58
How Innovation and Optimism Are Changing the TPA Industry
What are the biggest challenges facing TPAs, RIAs and recordkeepers? And what will be most impactful from all that we’re seeing on the legislative and regulatory front? We turned to PenChecks’ President and CEO, Spiro Preovolos and Scott Okrasi...
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Season 1
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Episode 9
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19:49
Critically Important Lessons About Defined Contribution Guaranteed Income
Follow along with the Learning from the Success of Pension Risk Transfer .pdf. Click here to download.What did the Setting Every Community Up for Retirement...
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Season 1
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Episode 8
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12:26
How to Evaluate, Determine the Most Suitable Lifetime Income Option(s)
The momentum around retirement income products has gained steam as participants are increasingly interested in adding a strategy for guaranteed lifetime income. With a wide range of features, fee structures, and implementation options, it can b...
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Season 1
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Episode 7
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20:41
13 Emotions You Will Experience When Selling Your Advisory Business
M&A expert Peter Campagna, Managing Partner at Wise Rhino Group, has a list of common emotions that advisors face when they decide to sell their business.“Fully 80% of M&A is managing emotions,” Campagna says. “The financial stuf...
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Season 1
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Episode 6
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16:29
Guaranteed Lifetime Income: The Participant’s Point-of-View
Interest in guaranteed lifetime income is growing, but plan participants want more than just a reliable monthly income stream. Flexibility, accessibility, and other personalized features are paramount to helping participants achieve outcomes al...
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Season 1
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Episode 5
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11:48
The 10 Biggest 'Things' That Affect the Value of Your 401(k) Advisory Business
Fee compression and commoditization have hit every area of financial services--retirement advisors are no exception and it’s only slated to get worse. Why, and how is it addressed? Much more will have to be done with much less, but it w...
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Season 1
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Episode 4
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15:03
Why It’s (Finally) Time to Get Excited About In-Plan Retirement Income Products
As retirement plan advisors certainly know, the reduction of defined benefit pension plans and the rise of their defined contribution counterparts means more Americans are more responsible for their income in retirement. While produ...
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Season 1
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Episode 3
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9:36
What's Right (and Wrong) With Retirement Income
What’s happening with lifetime income products in retirement plans? It’s a loaded question and a major topic but thankfully, we have Brendan McCarthy here to help us sort it all out.McCarthy, Head of Retirement Investing at
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Season 1
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Episode 2
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15:09
The M&A Frenzy and Future of Recordkeeping
The Standard rocked the retirement plan recordkeeping world last October when it announced its acquisition of Securian Financial’s retirement plan recordkeeping business. Part of ongoing industry consolidation, it was major news for 401(k) advi...
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Season 1
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Episode 1
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16:15