401(k)ouple Podcast

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry.

In this episode, we’re joined by Kevin Spaeth from Pen Checks. With extensive experience across various sectors of the retirement industry, Kevin offers a unique perspective on the industry's current state and the significant changes expected in 2025. Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you!

Want to learn more? Go to our site! https://hunterbenefits.com/

Contact us at [email protected]

#Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this special episode, we are guests on Sue Kirchners Turbo Branding Show where we talk about branding and standing out in the retirement industry.

Hopefully, this was helpful and entertaining.

Comment below what was most helpful or insightful for you! Want to learn more?

Go to our site! https://hunterbenefits.com/

Contact us at [email protected]

#Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we talk to our guest, Ralph DelSesto, Head of TPA Distribution & Conference Support Strategy at Voya Financial about how the retirement industry is changing and the relationship between record keepers and TPAs.

Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you!

Want to learn more? Go to our site! https://hunterbenefits.com/

Contact us at [email protected]

#Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we talk to our guest, Eric Dyson, about fiduciary responsibility and being an expert witness. These 5 fiduciary shortcomings were told to Christopher by Eric. As such, they are his understanding of the concepts. They are in no particular order:

1. Not fully understanding how revenue sharing is used in a plan and how it affects fund costs.

2. Not understanding that they can't fully delegate their responsibilities and that the service providers need to be monitored.

3. The committee meeting minutes are too cursory. They do not demonstrate "loyalty and prudence."

4. A "Committee of One" - the rest of the committee does not challenge the most senior executive. All fiduciaries must remember that they are equals.

5. Not following the plan document and not making timely deposits. Hopefully, this was helpful and entertaining.

Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry.

In this episode, we talk about the impact of the Chevron Supreme Court decision on 401(k) plans, how laws are made in the U.S, and settled law vs unsettled law regarding retirement plans.

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we talk about ERISA's 50 year anniversary and how they impacted the retirement industry. We also talk about why people thought the old days were "The Golden Age Of Retirement" and why that may not be true.