401(k) Roundtable

Inspirations, Reflections & Aspirations: The 401(k) Fridays Podcast at 75


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We turned the tables for the 75th episode of the 401(k) Friday's Podcast. Whether you are a regular listener or new to the 401(k) Fridays Podcast, this should give you some good context as you listen to additional episodes. We discuss the inspiration behind the podcast, the process for creating weekly content, how we identify topics and guests, a few philosophies and what we have planned for future episodes. We hope you enjoy the 75th episode of the 401(k) Fridays Podcast!

Guest Bio

Rick is a partner and executive committee member of Lockton's Retirement Consulting practice. In his role, he works with the retirement committees of middle market companies who offer workplace retirement plans to enhance their fiduciary protection, streamline plan operations and improve employee retirement outcomes. Rick also created and hosts a weekly podcast "401(k) Fridays" which features audio interviews with retirement industry professionals covering relevant industry trends, topics and current events. Rick grew up an Air Force brat, moved thirteen times as a kid and has lived in Maine, Monterrey, Moscow and several other places that don't start with the letter "M". After Rick graduated from the University of Virginia he spent a few years in New York City then found his way to California where he met his wife Courtney. They have been married for over 15 years and live in Hermosa Beach with three amazing children Kaylee (14), McKenzie (12) and Sean (7). When Rick is not working, podcasting or coaching one of his kids in soccer, basketball or baseball he plays on an adult men's soccer team, tries to improve his golf handicap or drives his kids to and from their various activities! Rick is also an active Board Member at Big Brothers Big Sisters of Greater Los Angeles and currently serves as the Chair of the Finance Committee, member of the Executive Committee and Treasurer.

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your workplace retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over seventy prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

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401(k) RoundtableBy Rick Unser

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