401k industry legend Sal Tripodi came on the show to close out the 20th Annual Hawaiian ERISA Update seminar. We talk Secure Act expansion of Safe Harbor rules. What can be done to get the younger generation to save more, how bigger fund menus might be a mistake, and what TPA's should ready themselves for introduction of Open MEP (Multi Employer Plan).
Thank you to PensionPro, Millennium Trust, Penchecks, Spectrum Pension Consultants, Inc. for having us out!
Bill Schories - National Sales Director - DCIO at Invesco
Another ‘Shamanda Show‘ takeover
Jennifer Sahady - "Thank You For Coming to My TED Talk".
Sean Patton of Westminster Consulting
Matthew Jackson - The Retirement Dreammaker
Carrie Ohm - One Digital
Cindy Dash - Broadridge Senior Vice President
Preston Rutledge - Former Head of DOL’s EBSA
401k Mindfulness with Fred Barstein
IRA's for kids with Chris Carosa
Rothification of the 401k Match & Crypto in 401k
John Faustino - Head of Fi360
401k Fridays host Rick Unser
Katie Boyer - PensionPro & ACROSYNpro
Michael Kitces - This dude has a Wikipedia page!
Sheri Fitts - Showing up to virtual.
Aaron Pottichen ("The Champ") - Is the 401k an emergency savings?
Fred Reish (ERISA legend)
Lisa Allen from Advisor 2x - Giving Back
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