Topics: Mandatory Roth Catch-Up rules, dark-side of M&A, NASDAQ on blockchain, FINRA crypto/blockchain education program, Chad's shoulder.

Potential topics: Topics to include: Blaze Credit Union and Osaic Deal, Empower's Schlichter Law Suit, Justin Bieber's New Album, Tax Credit Failures, Technology for Small Plans, Beneficiaries and our New FinTok Segment

Potential topics: Trumps EO!, The DOL’s RFI for PEPs, Sway Conference, Human Interest gets more $$, Empower Zero Fee SP500 X-Ray, FinTok, and Roswell Sighting of PEP Loving Mind Controlling Aliens.

ERISA expert and Industry Vet Jack Towarnicky joins Retireholics today. Topics to include: Josh Itzoe's New Product Launch, J.P. Morgan and Vestwell's SoloK, Is the Coverage Gap really narrowing?, Senator Warren vs Empower drama now includes Voya Financial, Blue Owl Capital and Trump, My QDIA is better than your QDIA, and what is a Ben Franklin Child Roth IRA?

Guest: We don't need no stinking guest

Topics (maybe):

• Schlichter, Pentegra Settle MEP Fiduciary Breach Suit

• Bobby Bonilla, TIAA & Nuveen short film, 'The Big Deal'

• Elizabeth Warren is seeking answers from Empower Retirement

• SEC Announces it Will Analyze Private Securities in Retirement Accounts

We dive deep into the mind of Grant Ellis, AIF®, CPFA® The experiences, success and "learnings" of a Retirement Plan Advisor and his 20+ years in the biz.

Topics potentially covered:

• 401k Fee Structures

• The Stealthy Wealthy

• Being Yourself and Advisor Fashion

• Lifestyle Practice vs Scale

• Custom Service Models Depending Upon Client Size

Topics potentially covered:

John Sullivan's article on Fidelity Investments' analysis of 401k savings rates, Shlomo Benartzi's Secret Society, Brian Anderson & 401k Specialist Magazine's interview of Knut A Rostad, MBA on the EBSA's rescind of Crypto Guidance, a status check on LinkedIn, PEP going ons?, Amanda's guide to email management.

This week on Retireholics, Christopher Tipper and Katherine Tipper of Hunter Benefits Consulting Group, Inc. also know as THE 401(k)ouple! Let the bourbon flow!

Excited to announce this week's guest on Retireholics. Entrepreneur, Podcast Host, and Industry Speaker... Melissa Terito, CPA