Info

401(k) Fridays Podcast

The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
RSS Feed Subscribe in Apple Podcasts
401(k) Fridays Podcast
2023
February
January


2022
December
November
October
September
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
June
May
April
March
February
January


2018
December
November
October
September
August
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: December, 2019
Dec 13, 2019

While every industry has its own unique characteristics, not every industry has enough of them related to retirement plans to deserve a special report or podcast episode to discuss them.  Healthcare though, is one of those industries which does. To dive into the topic I was excited to welcome back to the podcast Brodie Wood, National Practice leader for Healthcare, Education and Not-for-Profit markets at Voya Financial.  We quickly jump into multiple hot topics such as outcomes based approaches, financial wellness, employer contribution strategies, recruiting, student loan debt and much more. If you like what you hear today, be sure to check out Voya’s Healthcare Survey that was just released this week. You can find that, a bonus question from Brodie and the episode transcript all at 401kfridays.com/healthcare2019.  

Tis the season for sharing, whether you are a new or long time listener please take a moment and share the podcast with a friend, colleague or someone you think could benefit.  You can do that by liking or sharing a post on social media, showing them how to subscribe to a podcast on their mobile device, or send them to 401kfridays.com/subscribe.  

Guest Bio

Brodie Wood is Senior Vice President, Healthcare and Education for Voya’s Tax-Exempt Markets business. He is responsible for developing and maintaining new and existing relationships with plan sponsors, intermediaries and consultants to support the broader strategic growth of the firm’s Tax-Exempt Markets business. He has more than 20 years of industry sales experience, with a broad knowledge of products, services, distribution channels and the competitive landscape – specifically within the 403(b) and 457 plan markets. Most recently, Wood served as senior vice president of Healthcare, Education and Not-for-Profit Markets at Transamerica. He has also served on the board of the American Hospital Association’s Institute for Diversity in Health Management since 2010. He has been involved in the retirement plan field for the past fifteen years helping participants become retirement ready. He earned his B.A. with a dual major in Spanish and Business from Utah State University. He has also completed his M.B.A. from Brigham Young University in 2002. He is a Six Sigma Green Belt and holds FINRA Series 26, 7, 63, and CRPC designations. Registered representative of Voya Financial Advisors, Inc. (member SIPC).

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 175 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

Dec 6, 2019

In a somewhat related follow-on to our conversation last week about the long term impact of automatic enrollment, today we tackle the emerging auto concept of auto portability.  My guest, Spencer Williams, Founder & CEO of Retirement Clearing House has been intimately involved in the  process to get this off the ground and available in a workplace retirement plan near you! As you might expect, we discuss what auto portability is, the retirement challenges it intends to solve, how it differs from todays auto-cashouts or auto-rollovers and much more. We also wax philosophical once or twice and be sure to stick around for the end where Spencer shares how employers or retirement service partners can help move the auto-portability concept further down the road.  

As we get ready to kick off a new year and new decade for that matter, I would love to get any input on bigger picture topics or guests you would like me to tackle.  Send your ideas to feedback@401kfridays.com.  We will take it from there.  

Guest Bio

Spencer Williams is Retirement Clearinghouse’s Founder, President and CEO. Retirement Clearinghouse is a specialized provider of portability and consolidation services for America’s mobile workforce and has serviced more than 1 million job-changing participants during Mr. Williams’ 9 year tenure with the company. Prior to joining Retirement Clearinghouse, Williams served in a number of senior executive roles at MassMutual Financial Group, and as a retirement Services executive at Federated Investors, Inc.  

Williams earned his B.A. degree in English from the United States Naval Academy and an M.B.A. from the University of Pittsburgh.

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 175 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

1