The 401(k) Accounts Left Behind: What Plan Sponsors Need to Know
What happens to a 401(k) account after an employee leaves, and what happens to those accounts when an entire plan terminates? On this episod...
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401(k) Fridays Podcast
The 401(k) Fridays podcast offers companies of all sizes free strategic, educational and actionable content to improve their retirement plans. My name is Rick Unser and I am your host. All e...
Episodes
20 of 275 episodesThe Future of Investing: Adapting to a New Market Reality
The future of investing isn't just about numbers—it's about embracing a seismic shift in how markets, macro forces, and innovation like AI r...
Behind the Scenes: How AI Is Transforming Retirement Plans
AI is transforming the future of retirement planning — but what does that really mean for plan sponsors and participants today? In a landsca...
Behind the Curtain on Mergers & Acquisitions
In this episode of The 401(k) Roundtable, host Rick Unser goes behind the curtain on mergers and acquisitions with two seasoned leaders who...
Has the Moment for Retirement Income Finally Arrived?
In this episode of The 401(k) Roundtable , host Rick Unser dives into one of the most talked‑about—and most challenging—topics in retirement...
The Resilient Market: What 2025 Taught Us About Long-Term Investing
In this episode of The 401(k) Roundtable, host Rick Unser welcomes Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, t...
Behavioral Finance Meets 401(k): What the Data Says About Defaults
In this episode of the 401(k) Roundtable, Rick Unser is joined by John Beshears, Professor at Harvard Business School, and Brad Champagne, V...
Rethinking Retirement: Is the Crisis as Bad as We Think?
In this episode of 401(k) Roundtable, Rick Unser is joined by Andrew Biggs, Senior Fellow at the American Enterprise Institute, and Mina Big...
Engage, Educate, Evolve: Building Better 401(k) Plans for Today's Workforce
In this episode, Rick Unser is joined by Robert Fortin from Amtrak and Kristina Cox from Recology — two HR leaders with deep experience in o...
Predicting Market Pricing Perfection: Pain or Performance?
In this episode of 401(k) Roundtable , Rick Unser is joined by Charlie Bilello, Chief Market Strategist at Creative Planning. Known for The...
The Future of Private Equity: Growth, Innovation & Investor Access
In this episode of 401(k) Roundtable™ , Rick Unser speaks with Jack Weingart, Chief Financial Officer of TPG, a leading global private equit...
Inside Q1 2025: Market Moves, Global Shifts, and Retirement Impacts
In this episode of 401(k) Roundtable , Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Toge...
Fiduciary Duty Meets Stewardship: Aligning Compliance with Care
In this episode of 401(k) Roundtable , Rick Unser is joined by Todd Solomon, ERISA Attorney and partner at McDermott Will, & Emery Law Firm,...
Modern Plan Design: Navigating 2025's Testing Challenges
In this episode of 401(k) Roundtable , host Rick Unser and Alison Cohen, ERISA Attorney and Partner at Ferenczy Benefits Law Center, explore...
What's Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What's Next
In this episode of the 401(k) Roundtable™, we're joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Centu...
The Evolution of Financial Wellness: Why It Matters in the Workplace
In this episode of 401(k) Roundtable™, we delve into the evolving concept of financial wellness, its growing importance in the workplace, an...
Election 2024 Aftermath: Retirement Policies and Market Reactions
This episode of 401(k) Roundtable™ explores the implications of recent election results on retirement policies and market reactions. Joining...
Business Insights: Navigating the Economic Terrain
Host Rick Unser and Jeff Schulze, CFA, Head of Economic & Market Strategy at ClearBridge Investments, delve into the current economic landsc...
Transforming Employee Retirement Outcomes with Smart 401(k) Design Choices
In the debut episode of 401k Roundtable, we dive into Vanguard's latest "How America Saves" report, which sheds light on the latest trends i...
Are We Approaching The Tipping Point For Private Equity & 401(k) Plans?
It's been a minute since we focussed on PE and retirement plans. To dive into this I have Dan Cahill of the private equity firm Partners Gro...