Tag: Retirement
Retirement Income Solutions with Nevin Adams (Ep.42)

Retirement Income Solutions with Nevin Adams (Ep.42)

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In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections.

Dive into the transformative impact of target date funds, the advent of automatic enrollment, and the challenges with retirement income solutions as Rebecca and Nevin discuss:

  • How target date funds have simplified the investment process for 401(k) participants
  • Why automatic enrollment could change significantly increase participation rates
  • Challenges and missed opportunities regarding retirement income
  • Forecasted growth and changes in the 401(k) industry by 2030.
  • And more

Resources:

Connect With Nevin Adams:

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About Our Guest:

Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association.  One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less but continues to keep his eye on developments in, and threats to, the nation’s private retirement system.  In addition to helping guide the agenda development for the NAPA 401(k) Summit, he’s also the “Nevin” in the Nevin & Fred podcast (along with renowned ERISA attorney Fred Reish), offering irreverent, but relevant perspectives on the critical issues confronting plan sponsors, advisors, and retirement industry professionals. 

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Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)

Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)

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Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does?

In this episode, Rebecca Hourihan speaks with Fred Barstein, the founder & CEO of The Plan Sponsor University (TPSU), The Retirement Advisor University (TRAU), and 401kTV and they discuss an alternative universe where 401(k) fees no longer exist. 

Fred and Rebecca discuss:

  • Major factors contributing to the convergence of wealth and retirement
  • Challenges and opportunities arising from such convergence
  • What happens when recordkeepers work directly with participants and, possibly, compete with advisors
  • The potential impact of blockchain technology in revolutionizing the industry
  • How fee compression may affect new entrants
  • And more

Resources:

Connect with Fred Barstein:

Connect with Rebecca Hourihan: 

About Our Guest:

Fred Barstein is the Founder and CEO of The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, and The Plan Sponsor University (TPSU).  Founded in 2010, TRAU has quickly become the industry’s leading training and designation program for focused Defined Contribution (DC) advisors and professionals dedicated to helping them build a sound and sustainable practice while improving plan outcomes for clients.  TPSU trains and certifies employers managing their retirement plans leveraging a standardized curriculum and highly qualified local advisors to deliver on-site programs. In addition, Fred is the Founder of NAPA Net, the Daily newsletter, and NAPA Net – The Magazine, all part of the National Association of Plan Advisors (NAPA) for which he serves as an Industry Ambassador.

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Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)

Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)

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Financial success and failures can both boil down to one thing: financial wellness.

In this episode, Rebecca Hourihan welcomes Peter Dunn a.k.a Pete the Planner® on the podcast to share with listeners the importance of financial wellness when helping clients. He explains that it’s more than just math and how sometimes, behaviors have just as much impact. 

Peter discusses:

  • Why he created Your Money Line and how it helped thousands of Americans
  • The direct correlation between behavior and retirement outcomes
  • How advisors can better serve their clients when financial wellness is taken into account
  • Who is accountable for an employee’s ability to retire
  • And more

Connect With Peter Dunn:

Connect With Rebecca Hourihan: 

About Our Guest:

Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and an award-winning financial mind. He’s a USA TODAY columnist and the author of ten books, six of which were featured in a nationwide launch at Barnes & Noble stores in January of 2015. He is the host of the popular radio show The Pete the Planner Show on 93 WIBC FM and is a columnist for the Indy Star. Pete has appeared regularly on CNN Headline News, Fox News, Fox Business as well as numerous nationally syndicated radio programs. Pete is regularly considered one of the top four national financial broadcasters in the nation.

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