Insights from recent episode analysis
Audience Interest
Podcast Focus
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Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇸🇦SA · Investing#833K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
1.5K to 5K🎙 ~2x weekly·135 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
3K to 10K🇸🇦100% - Active Followers
Loyal subscribers who consistently listen
1.2K to 4K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 13 epsHosts
Recent guests
Recent episodes
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
The 401k Girls Are Making Financial Planning Actually Fun
May 4, 2026
10m 47s
How GigMatch Creates Retirement Hope: George Fraser
Apr 20, 2026
13m 55s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 |  Social Security's Reckoning: Dr. Jason Fichtner Explains What the New Trustees Report Means for 401(k) Savers | The recently released 2026 Social Security Trustees Report once again shortened the timeline for when the trust funds paying out benefits to more than 75 million Americans will become insolvent unless lawmakers finally step in and do something about it. To find out what the new report really means for workplace retirement plan participants, 401(k) Specialist Editor-in-Chief Brian Anderson talks with Jason Fichtner, Ph.D., executive director of the LIMRA Retirement Income Institute and a forme... | 14m 11s | ||||||
| 6/3/26 |  Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler✨ | retirement planstax credits+3 | Will Hackler | 401(k) Specialist Magazine | — | startup plantax credit+3 | — | 11m 19s | |
| 5/21/26 |  Exploring the Target Date Landscape with Mercer’s Preet Prashar✨ | target-date fundsinvestment strategies+3 | Preet Prashar | Mercer | — | target date fundsglidepath design+3 | — | 16m 33s | |
| 5/4/26 |  The 401k Girls Are Making Financial Planning Actually Fun✨ | financial planningfinancial education+3 | Jessica PorterHayley Porter | BPG Wealth Management401(k) Specialist+1 | — | 401(k)financial planning+5 | — | 10m 47s | |
| 4/20/26 |  How GigMatch Creates Retirement Hope: George Fraser✨ | retirement planninggig economy+3 | George Fraser | GigMatch401(k)+1 | — | retirement hopefinancial stress+5 | — | 13m 55s | |
| 4/6/26 |  What Participants Really Think with Invesco’s Greg Jenkins✨ | private markets investments401(k) plans+3 | Greg Jenkins | Invesco401(k) Specialist Magazine | — | private markets401(k) plans+3 | — | 11m 06s | |
| 3/23/26 |  Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan✨ | retirement planstechnology infrastructure+3 | Mahesh Natarajan | Congruent Solutions401(k) Specialist Magazine | — | retirement plantechnology+4 | — | 19m 33s | |
| 3/9/26 |  How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026✨ | fiduciary riskERISA litigation+3 | Fred Reish | Prime Capital Retirement401(k) Specialist Magazine+1 | — | fiduciary riskERISA+5 | — | 25m 45s | |
| 2/23/26 |  How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson✨ | fiduciary riskERISA+5 | Eric Dyson | 90 North ConsultingDepartment of Labor+1 | — | fiduciary riskERISA expert+5 | — | 25m 34s | |
| 1/27/26 |  What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo✨ | retirement planningmanaged accounts+3 | Lorianne Pannozzo | Fidelity Investments | — | retirementmanaged accounts+3 | — | 18m 18s | |
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. | |||||||||
| 1/12/26 |  Previewing the Nestimate Retirement Income Summit with Kelby Meyers✨ | retirement incomeNestimate+3 | Kelby Meyers | TDF-IQ analytics toolNestimate+2 | — | retirement incomeNestimate+3 | — | 10m 31s | |
| 12/29/25 |  Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso✨ | retirement income strategiesannuity products+3 | Danielle Kelso | Allianz Life Insurance Company of North AmericaAllianz Life | — | retirement incomeannuities+3 | — | 21m 17s | |
| 12/15/25 |  Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently✨ | retirement planning401(k) plans+3 | Glenn Dial | American Century Investments401(k) Specialist Magazine | — | retirement risks401(k) participants+3 | — | 13m 04s | |
| 12/1/25 |  Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen✨ | 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 | ||||||
| 5/12/25 |  Unlocking SMB Market Success with 401GO’s Stan Smith | One of the most promising—and rapidly evolving—segments of the retirement plan industry is the small- to medium-sized business (SMB) market. With a wave of government incentives and employee expectations for workplace benefits on the rise, the time is ripe for innovation and growth. To help unpack the challenges and opportunities in serving this critical market, we’re joined by Stan Smith, Chief of Growth at 401GO, a digital-first recordkeeper focused on making 401(k) plans more accessible an... | 20m 51s | ||||||
| 4/28/25 |  Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield | The integration of guaranteed lifetime income solutions into workplace retirement plans remains a hot topic among plan advisors, sponsors and participants. To get an idea of the current state of these efforts, we talk with Matt Stubblefield, Aggregator Channel Director at Allianz, who highlights some key findings from a new report by the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America. The report that examines participant attitudes, prefere... | 19m 49s | ||||||
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1 placement across 1 market.
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1 placement across 1 market.