by 401(k) Specialist Magazine
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Publishing Since
6/12/2020
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April 7, 2025
The inaugural "Next-Gen 401(k) Report" from KWP Growth Partners is being released on April 8, unveiling a dozen transformative trends that are shaping the future of retirement plans, putting the spotlight on 60 leading digital-forward companies that are driving innovation in the workplace retirement plan space. Will Prest, Managing Partner for KWP Growth Partners and Lisa Kottler, KWP’s Partner of Strategic Growth and Innovation, join this episode of the 401(k) Specialist Podcast to discuss t...
March 24, 2025
In this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin Armstrong, co-lead manager of the Invesco Comstock Fund, who is Senior Portfolio Manager and Director of U.S. Value Research at Invesco. With market uncertainty and shifting economic conditions, value investing remains a compelling strategy for long-term retirement savers. Armstrong breaks down why large-cap value stocks help to diversify 401(k) plan holding...
March 10, 2025
It was announced at the start of the recent Viking Cove Institute 2025 Industry Leaders Summit that well-known retirement industry veteran Amy Glynn would be taking the reins as President at the unique independent organization that boasts a membership of over 600 advisors across roughly 200 firms. Glynn joins the 401(k) Specialist Pod(k)ast to talk about the transition, the recent summit, why advisors need independent guidance, and some key new initiatives set to roll out this year at Viking ...
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Taylor Schulte, CFP®
Michael Kitces
Morningstar
Brian Preston and Bo Hanson
Benjamin Brandt CFP®, RICP®
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
CBS News
Wade Pfau & Alex Murguia
Andy Panko
Capital Group
Morningstar
Audacy
BiggerPockets
bogleheads
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