401(k) Roundtable

Summer Hiatus - Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!


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We are taking a brief summer hiatus. Enjoy this episode from the archives. New episodes will resume again in August. Enjoy!

This episode is fresh out of the 401(k) Fridays Podcast experiment lab.  Today my guest JD Carlson, the President & CEO of the legendary Third Party Administration firm Plan Design Consultants and Host of the Retireholi(k)s show we poke a little bit of fun with 401(k) speak.  Each of us took the time to prepare a few statements that are full of retirement plan terms, or maybe not, and then put the other person on the spot to determine if the statement is Jargon, Gibberish, or Jumbled.  We had a lot of fun recording this but want to make sure we weren’t the only ones.  Please share your feedback on whether this was entertaining, informative or both or neither.  Shoot us an email to [email protected] or leave a comment on LinkedIn to me, Rick Unser or JD Carlson.  If the feedback we get is encouraging, we will tackle some additional retirement plan related topics using this format with future guests.  The fate of Jargon, Gibberish or Jumbled  is in your hands!

We also have another first with this episode, we have video!  If you want to check that out, go to YouTube and search Plan Design Consultants.  Or go to www.401kfridays.com/jgjand I will have a link towards the bottom of the page.    

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 retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred 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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