401(k) Roundtable

How To Reset The HSA Plan Conversation With Your Employees


Listen Later

 

Guest Bio

Kevin Murphy is a senior vice president and Head of the Defined Contribution Strategic Accounts team for Franklin Templeton's US Investment-Only division. He is responsible for directing and expanding sales of mutual funds and sub-advised portfolio products in employer-sponsored retirement plans. In addition to leading the team of Strategic Account Managers, his primary focus is on mid-market advisory firms with a national footprint, and serves as the primary liaison with these firms at their home offices. Mr. Murphy also leads the firm's Health Savings Account (HSA) initiative. 

Mr. Murphy's primary objective is to help more Americans achieve optimal retirement outcomes. He approaches this by offering thought leadership in retirement plan services and investments and working diligently as a key business partner to retirement plan advisory firms, consultants and retirement plan sponsors. His expertise spans qualified plans, investments, current industry trends and Franklin Templeton products and services. 

Mr. Murphy began his career in the financial services industry in 1999 and joined Franklin Templeton Investments in 2011. Prior to that, he was a regional vice president on Columbia Management's Defined Contribution Investment Only team. He also served as vice president and regional sales director of corporate retirement plans at Wachovia Retirement Services. 

Mr. Murphy holds a B.Sc. in Agriculture from the University of Delaware. He was selected by National Association of Plan Advisors (NAPA) for its list of the Top 100 Defined Contribution Wholesalers in the industry in 2014, 2015, 2016 and 2017. Among his sales accolades, Mr. Murphy was named Franklin Templeton's Investment-Only Specialist of the year in 2012 and 2014. Kevin, his wife Shannon and their four children reside in Kinnelon, NJ. He is a FINRA registered representative. 

...more
View all episodesView all episodes
Download on the App Store

401(k) RoundtableBy Rick Unser

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

77 ratings


More shows like 401(k) Roundtable

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,169 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,716 Listeners

Planet Money by NPR

Planet Money

30,651 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,106 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

191 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,924 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

733 Listeners

The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,065 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,536 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,236 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

275 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,074 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,541 Listeners

401(k) Specialist Podcast by 401(k) Specialist Magazine

401(k) Specialist Podcast

23 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

980 Listeners