401(k) Specialist Podcast
by 401(k) Specialist Magazine
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Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇬🇷GR · Investing#184500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
250 to 1.5K🎙 ~2x weekly·135 episodes·Last published 3w ago - Monthly Reach
Unique listeners across all episodes (30 days)
500 to 3K🇬🇷100% - Active Followers
Loyal subscribers who consistently listen
150 to 900
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 15 epsHosts
Recent guests
Recent episodes
Rethinking Active Management for Today’s 401(k) Plans with MFS’ Jeri Savage
Aug 10, 2026
24m 40s
Sheri Fitts: Personal Branding a Focus at 2026 SWAY | LIVE
Jul 6, 2026
15m 08s
Social Security's Reckoning: Dr. Jason Fichtner Explains What the New Trustees Report Means for 401(k) Savers
Jun 24, 2026
14m 11s
Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler
Jun 3, 2026
11m 19s
Exploring the Target Date Landscape with Mercer’s Preet Prashar
May 21, 2026
16m 33s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 8/10/26 |  Rethinking Active Management for Today’s 401(k) Plans with MFS’ Jeri Savage | As market volatility, concentration risk and evolving retirement income needs reshape the defined contribution landscape, plan sponsors are taking a fresh look at the role of active management in participant portfolios. That is the subject of 401(k) Specialist’s latest “Deep Dive,” and it’s what we’re talking about with MFS Investment Management Lead Retirement Strategist Jeri Savage in this episode of the 401(k) Specialist Pod(k)ast. We’ll discuss why active management is back in the convers... | 24m 40s | ||||||
| 7/6/26 | personal brandingretirement industry+3 | Sheri Fitts | 401(k) Specialist Magazine | Boulder, Colorado | personal brandingretirement conference+3 | — | 15m 08s | ||
| 6/24/26 | Social Security401(k) savings+3 | Dr. Jason Fichtner | LIMRA Retirement Income Institute401(k) Specialist Magazine | — | Social Securitytrustees report+5 | — | 14m 11s | ||
| 6/3/26 | retirement planstax credits+3 | Will Hackler | 401(k) Specialist Magazine | — | startup plantax credit+3 | — | 11m 19s | ||
| 5/21/26 | target-date fundsinvestment strategies+3 | Preet Prashar | Mercer | — | target date fundsglidepath design+3 | — | 16m 33s | ||
| 5/4/26 | financial planningfinancial education+3 | Jessica PorterHayley Porter | BPG Wealth Management401(k) Specialist+1 | — | 401(k)financial planning+5 | — | 10m 47s | ||
| 4/20/26 | retirement planninggig economy+3 | George Fraser | GigMatch401(k)+1 | — | retirement hopefinancial stress+5 | — | 13m 55s | ||
| 4/6/26 | private markets investments401(k) plans+3 | Greg Jenkins | Invesco401(k) Specialist Magazine | — | private markets401(k) plans+3 | — | 11m 06s | ||
| 3/23/26 | retirement planstechnology infrastructure+3 | Mahesh Natarajan | Congruent Solutions401(k) Specialist Magazine | — | retirement plantechnology+4 | — | 19m 33s | ||
| 3/9/26 | fiduciary riskERISA litigation+3 | Fred Reish | Prime Capital Retirement401(k) Specialist Magazine+1 | — | fiduciary riskERISA+5 | — | 25m 45s | ||
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 2/23/26 | fiduciary riskERISA+5 | Eric Dyson | 90 North ConsultingDepartment of Labor+1 | — | fiduciary riskERISA expert+5 | — | 25m 34s | ||
| 1/27/26 | retirement planningmanaged accounts+3 | Lorianne Pannozzo | Fidelity Investments | — | retirementmanaged accounts+3 | — | 18m 18s | ||
| 1/12/26 | retirement incomeNestimate+3 | Kelby Meyers | TDF-IQ analytics toolNestimate+2 | — | retirement incomeNestimate+3 | — | 10m 31s | ||
| 12/29/25 | retirement income strategiesannuity products+3 | Danielle Kelso | Allianz Life Insurance Company of North AmericaAllianz Life | — | retirement incomeannuities+3 | — | 21m 17s | ||
| 12/15/25 | retirement planning401(k) plans+3 | Glenn Dial | American Century Investments401(k) Specialist Magazine | — | retirement risks401(k) participants+3 | — | 13m 04s | ||
| 12/1/25 | retirement planningtechnology+4 | Michael Allen | Morningstar Retirement | — | retirement technologyfinancial advisors+3 | — | 12m 51s | ||
| 11/3/25 |  Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch | Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO, and Cheryl Morrison Deutsch, the company’s Chief Experience Officer, to explore how modern automation, integration, and design thinking are helping small businesses launch and manage 401(k) plans more efficiently than ever before. Key Insights Driving Financial Equity Through Innovation By integr... | 13m 50s | ||||||
| 10/20/25 |  Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next | Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins, CFA, Managing Director of Defined Contribution Solutions at Invesco to explore what this potential shift could mean for advisors, plan sponsors, and participants alike. Jenkins, who works with plan sponsors, consultants and advisors on DC-related products and custom applications, shares his thoughts o... | 10m 11s | ||||||
| 10/6/25 |  Challenging Common Beliefs About Automated Plan Features with Principal Financial Group’s Marc Howell and Felix Okwaning | Automated plan features in 401(k)s such as auto-enrollment and auto-escalation have become essential tools for boosting employee participation and contribution levels. Marc Howell and Felix Okwaning, who are both Managing Directors—Enhanced Plan Design at Principal Financial GroupⓇ, share some compelling new research showing employees not only stay in auto features but increasingly expect them, explore budget-friendly strategies to implement them, and discuss how failing to act can create cos... | 23m 20s | ||||||
| 9/22/25 |  Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren | In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when they’re triggered, how they’re calculated, and why they matter. Bill McLaren, Stable Value Business Leader for the Retirement Plan Services Business at Lincoln Financial, joins us to explain why MVAs can catch plan sponsors off guard—especially during a recordkeeper change—and what advisors can do to protect participants. Find out more about stable value inve... | 9m 35s | ||||||
| 9/8/25 |  Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa | Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administration, many advisors, plan sponsors and fiduciaries are understandably hesitant to jump in. To get a better idea of what private equity investments can bring to the table, we speak with Maura Reilly Kennedy and Michelle Rappa of investment manager Neuberger Berman, a pair of highly accomplished subject matter experts when it comes to private eq... | 16m 11s | ||||||
| 8/25/25 |  Stable Value Funds: Balancing Safety and Opportunity with Lincoln Financial’s Matt Condos | Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing retirement who want to reduce market risk while still earning a competitive yield. But recent market conditions and interest rate changes have raised new considerations for these low-risk options. In this episode of the 401(k) Specialist Podcast, Matt Condos, Senior Vice President of Retirement Plan Se... | 15m 00s | ||||||
| 7/21/25 |  Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso | As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring sustainable income—what’s also known as "value creation." Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life Insurance Company of North America, joins the 401(k) Specialist Pod(k)ast to shed light on the changes and innovations shaping the future of retirement security. In her role, Kelso provides research, analytics and product expert... | 14m 38s | ||||||
| 6/16/25 |  Previewing SWAY | LIVE 2025 with Sheri Fitts | The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in personal branding for financial advisors and 401(k) marketing. Audio here Sheri explains what sets the conference apart. It focuses on helping attendees strengthen their personal brand through storytelling and human connection. Additionally, she highlights key agenda items and explains why th... | 15m 13s | ||||||
| 6/2/25 |  Knut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision' | Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptocurrency investments in 401(k) plans. The move is seen as a removal of a big regulatory roadblock that forced plan fiduciaries to exercise “extreme care” before adding crypto to 401(k) investment menus, in line with the Trump administration’s expressed desire to eliminate what it sees as regulator... | 9m 09s | ||||||
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Chart history for 401(k) Specialist Podcast
Peaked at #184 in GR, currently #184 in GR.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| GR | — | #184 | #184 | — |
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.