401 julkinen
[search 0]
Lisää
Download the App!
show episodes
 
Artwork

1
401(k) Specialist Podcast

401(k) Specialist Magazine

Unsubscribe
Unsubscribe
Kuukausittain
 
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
  continue reading
 
Artwork

1
Ask the 401k Experts

Sharon Pivirotto

Unsubscribe
Unsubscribe
Kuukausittain
 
The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
  continue reading
 
Artwork
 
Welcome to the award-winning 401 Access Denied podcast, voted Best Cybersecurity Podcast for North America by the 2021, 2022, and 2023 Cybersecurity Excellence Awards and named 2023's Best Tech Podcast by TMCnet. Want authorized access to top security tips from experts in InfoSec? Bi-weekly, join the 401 Access Denied Podcast with Delinea's ethical hacker Joseph Carson as he shares life lessons and insights into the world of InfoSec – the good, the bad, and the ugly. Joe will be speaking wit ...
  continue reading
 
Artwork
 
401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.
  continue reading
 
Artwork

1
401k

Brandon White

Unsubscribe
Unsubscribe
Kuukausittain
 
The 401k Podcast explains everything business owners need to know to set up their company's 401k retirement savings plans, run their 401k plan efficiently, and maximize your 401k savings. Inspired by how much money Brandon realized he could have been saving as a small business owner beyond what general 401k providers said, Brandon set up to get expert 401k advice and in one year was able to save more than $225,000 in his 401k. All legal, but lessor known ways to configure a 401k retirement p ...
  continue reading
 
401k retirement plan industry podcast for financial advisors, TPA's, CPA's, plan sponsors & other 401k and financial nerds. Formerly the "retireholiks", but our stupid spelling was confusing people. We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.
  continue reading
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
  continue reading
 
The Great 401(k) Podcast Debate is a short-form, point-counterpoint style debate on the top issues affecting retirement plan advisors, sponsors, and participants. Its contentious yet respectful format is meant to encourage an open and honest airing of diverse viewpoints and innovative ideas.
  continue reading
 
RetroDiario Semanal Bunker401. Cada semana en directo se recogen y muestran todas las noticias que hayamos podido encontrar de todo el mundillo retro tanto Ordenadores: Acorn, Atari, Amiga, Amstrad CPC, Commodore , MSX, IBM-PC, Sharp, Spectrum., Arcades y Consolas: Atari, Coleco, Nec, Nintendo, Panasonic, Phillips, Sega, Sony, NEC, SNK... Con diferentes apartados como Software y utilidades, Hardware nuevo o del pasado, Demoscene, Compos, Eventos y retrosaraos, los últimos juegos homebrew lan ...
  continue reading
 
Loading …
show series
 
H&R Block’s transformational CISO, Joshua Brown, shares lessons for building a security strategy that provides guardrails so business can move faster. He and Joe discuss how to speak the language of the business in terms of motivations and metrics, and the importance of aligning on risk management for material incidents. With a distributed attack s…
  continue reading
 
The small to mid-size business retirement plan market is a key growth opportunity for advisors who are looking to expand their client base and provide much-needed benefit solutions to a traditionally underserved segment. With all the new tax incentives for startup plans and state mandates to either offer a plan or have employees opted-in to a state…
  continue reading
 
Host Rick Unser and Jeff Schulze, CFA, Head of Economic & Market Strategy at ClearBridge Investments, delve into the current economic landscape as we approach the end of 2024. They discuss the possibility of a soft landing for the economy, examining the implications of inflation trends, the Federal Reserve's recent decisions, and the overall market…
  continue reading
 
Tales of getting caught in a tornado, getting chased by a bear, and almost getting wrongly charged of attempted murder! Classic instances of what happens when you're in the wrong place at the wrong time. Does Lurch glitch? Today's special guest, Tywan Lee seems to believe so. All this, and much more on today's episode of the 401Budz Podcast! (Still…
  continue reading
 
In this episode of the 401(k) Specialist Podcast, we’ll travel down the road to better participant outcomes with MFS Investment Management’s Jeri Savage, who will direct us through the key insights from the newly released 2024 MFS Global Retirement Survey. Podcast Episode Player Savage, Lead Retirement Strategist at Boston-based MFS, elaborates on …
  continue reading
 
Executive managing hacker at IBM X Force, known as Evil Mog, is a specialist in authentication security research and passwords. He joins Joe to discuss modern methods for abstracting passwords away from human decision-making and moving them into the background for stronger security. The two discuss how strategies for password management vary depend…
  continue reading
 
Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now be wondering how this shift will impact core bond and core plus bond portfolios. To find out, we speak with Matt Brill, CFA, Head of North America Inv…
  continue reading
 
Episode #40 – Resource Review – The 401(k) Advisor Playbook A lot of advisors ask me if I offer coaching as a service. I don’t but I know someone who does. Andy Hudson has recently launched a new program for Advisors to help you grow your 401k plan practice. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m giving you a behi…
  continue reading
 
If you started viewing your cybersecurity program through a risk lens, rather than a technical lens, how would that change the conversations you have with business leadership? You might be asking questions like, “How valuable is the thing we’re trying to protect?” “What does it mean to the business?” “What would be the impact if it were compromised…
  continue reading
 
Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few years, and the stakes are high to get it right and cut down on costly an unnecessary retirement plan leakage. In this episode, we talk with Ben Thomason, Head of Defined Contribution Distribution at Allianz Life Insurance Company…
  continue reading
 
Access controls have evolved from attribute and role-based to today’s policy-based and knowledge-based access controls. Static controls miss the mark in organizations where job functions are fluid and access to IT systems and business applications must be granular. Nabeel Nizar, EVP of advisory at MajorKey Technologies, joins Joe to share strategie…
  continue reading
 
In the debut episode of 401k Roundtable, we dive into Vanguard's latest "How America Saves" report, which sheds light on the latest trends in 401(k) plan design. We’ll discuss the report’s findings on plan effectiveness, rising participation rates, and the growing popularity of professionally managed allocations. Our guests share their insights on …
  continue reading
 
ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of recent stay rulings in Texas, and also chimes in on ERISA at 50 before addressing compliance challenges presented by annuities in 401(k) plans. And clic…
  continue reading
 
Join Joseph Carson and digital identity expert Ian Glazer as they dive into the complex world of identity management. Discover the evolving tech expectations, the rise of non-human identities, and why visibility and automation are crucial for incident response. They’ll explore the future of identity management, including AI’s role in detection and …
  continue reading
 
Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit. Johnson talks about how retirement solutions and research have evolved over th…
  continue reading
 
Platformization is a hot topic in the cybersecurity industry, especially as use cases converge and vendor consolidation continues. Phil Calvin, chief product officer at Delinea, joins Joe to talk about how a platform approach changes the mindset around software development to prioritize agility and accelerate innovation. The two discuss how platfor…
  continue reading
 
In this episode, Joseph Carson interviews Myrna Soto, former Global CISO for Comcast, about the changing role of CISOs. Myrna shares her journey into cybersecurity and highlights the importance of business relationships and brand protection. She also offers tips on communicating with the board and staying informed. Tune in for valuable insights and…
  continue reading
 
The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models centered solely on wealth accumulation are no longer sufficient. A more holistic approach is imperative to effectively manage risks, generate sustainable in…
  continue reading
 
You can think of authentication as the key that lets you inside a house. Authorization allows you to enter a specific room, open the closet, turn on the TV, and look under the bed. Governance is the historical record of all activity that took place. In an enterprise environment, those interconnected “rooms” are core infrastructure, cloud platforms,…
  continue reading
 
It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, is celebrating this summer. Holt and Devin Armstrong, who have been co-lead portfolio managers for the Invesco Comstock Fund since 2007, apply a uniqu…
  continue reading
 
No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enrolling. Our guests on today have some ideas on dealing with this problem—centered on how instead of making it easy to participate, making it even harder to avoid enrolling in the plan in the first pla…
  continue reading
 
Join Joseph Carson and Dr. Andrea Isoni as they dive into the complexities of artificial intelligence. Explore AI's definition, practical applications in medicine and law, and the ethical challenges, including algorithmic bias and human oversight. They discuss the EU AI Act, its impact on AI development, and the global challenges of regulation. Dis…
  continue reading
 
Geoff White, author and investigative journalist, has interviewed the masterminds behind some of the most notorious cyberattacks. His new book, Rinsed, reveals how technology has revolutionized money laundering, from drug cartels washing their cash in Bitcoin to organized fraud gangs recruiting money mules on social media. In this episode, the expe…
  continue reading
 
Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential. Jeremy Keil, CFP, CFA, a retirement-focused financial advisor and host of both the Retirement Revealed Podcast and Mr. Retirement YouTube channel, joins the …
  continue reading
 
Joe Carson and Tony Goulding dive into the Verizon Data Breach Investigations Report (DBIR), revealing key insights on the top threats in cybersecurity. Discover why credential compromise remains the leading attack method and how ransomware, data exfiltration, and extortion are on the rise. Learn about the critical importance of strong authenticati…
  continue reading
 
The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specia…
  continue reading
 
Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a unique triple tax advantage. To check in on the pulse of the HSA market, we talk with the co-founder and president of Devenir Research Eric Remjeske, who is also a co-author of the semi-annual Devenir …
  continue reading
 
In this episode, join us as Brent Deterding, a cybersecurity professional with 19 years of experience, unveils his top strategies for managing stress, prioritizing risks, and building resilience in the high-stakes world of cybersecurity. Discover how Brent's focus on controllable factors and his calm, composed approach—drawn from emergency medicine…
  continue reading
 
It’s becoming more common for companies to rely on cloud platforms like AWS, SaaS tools, Okta, and Github actions on CICD pipelines. In this episode, penetration tester and creator of HackTricks Carlos Polop shares how he’s helping cloud-first organizations understand the risk of vulnerabilities, misconfigurations, and exploitation techniques such …
  continue reading
 
The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement investment advice. Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s key focuses and changes, a…
  continue reading
 
Evil Mog is the Chief Architect of IBM X-Force, IBM's Hacking Incident Response and Threat Intelligence division, and a renowned password security researcher. He studies the movements of access brokers across the criminal software supply chain and warns that credentials are being traded on the Dark Web for pennies on the dollar, stored in Github, a…
  continue reading
 
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some se…
  continue reading
 
Allan Friedman of the Cybersecurity and Infrastructure Security Agency (CISA) explains how creating a Software Bill of Materials (SBOM) for any application you build helps you improve quality control and proactively address your customers' security questions. You'll learn how to build SBOMs into your process and increase collaboration between vendo…
  continue reading
 
Loading …

Pikakäyttöopas