by Rick Unser
401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.
Language
🇺🇲
Publishing Since
2/3/2016
Email Addresses
1 available
Phone Numbers
0 available
March 25, 2025
<p class="MsoNormal">In this episode of 401(k) Roundtable, Rick Unser is joined by Todd Solomon, ERISA Attorney and partner at McDermott Will, & Emery Law Firm, for a timely conversation on the evolving fiduciary landscape. They explore trends in ERISA litigation, the impact of the current administration on the Department of Labor, and the shifting expectations around fiduciary duties.</p> <p class="MsoNormal">Key topics include the balance between duty of loyalty and prudence, the role of participant demographics in plan decisions, and the challenges plan sponsors face in weighing cost versus value—especially when selecting investments like target date funds. Todd and Rick also highlight the importance of thoughtful documentation, proactive committee engagement, and innovative strategies to improve participant outcomes in today’s complex regulatory environment.</p>
March 11, 2025
<p class="MsoNormal">In this episode of 401(k) Roundtable, host Rick Unser and Alison Cohen, ERISA Attorney and Partner at Ferenczy Benefits Law Center, explore nondiscrimination testing in retirement plans, focusing on long-term part-time employees and new Roth contribution guidelines. They discuss the mega backdoor Roth risks, capping highly compensated employee deferrals, student loan matching, and compliance challenges for controlled groups during mergers. The conversation also covers automatic enrollment rules and audit implications based on new rules.</p> <p class="MsoNormal">For more insights, visit Ferenczy Benefits Law Center’s resources and articles:</p> <p class="MsoNormal"> <a href= "https://ferenczylaw.com/read-what-we-write-2/">https://ferenczylaw.com/read-what-we-write-2/</a></p>
January 28, 2025
<p class="MsoNormal">In this episode of the 401(k) Roundtable™, we’re joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investments and Bob Chapman, Chief People Officer of Trilon Group. They dive into the current state of the investment landscape and focus on the performance of U.S. equities, particularly the S&P 500, and the growing concerns over market concentration. The discussion touches on how generational perspectives influence investment decisions, the impact of interest rates on the economy, and the shifting dynamics of the labor market in a post-pandemic world. Additionally, the episode explores the role of technology and AI in reshaping financial services and the broader economy, as well as the uncertainty surrounding business investments heading into 2025. The hosts also delve into the speculative nature of cryptocurrency and its potential place in 401(k) plans, stressing the importance of diversification in retirement investment strategies.</p>
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at [email protected] for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.