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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!
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Now displaying: May, 2020
May 29, 2020

This week, I am happy to share my conversation with Tom Clark, ERISA Attorney and COO of the Wagner Law Group! Tough to put a nice bow around this one, as we delved into a host of issues retirement plan sponsors face in the wake of COVID and as people start planning for their businesses to reopen. We hit on plan design issues, employee education, fiduciary considerations and much more. Tom has been a regular guest on the podcast, had to go back and confirm but this was his fifth episode on the podcast If you like what you heard today, be sure to check on his prior appearances on the podcast. He consistently brings his A game!

Before we get started, a big welcome to our new listeners. Don’t forget to subscribe to the podcast on your favorite podcast app or by going to 401kfridays.com/subscribe. This way, you will always know when we have a new episode for your enjoyment. 

Guest Bio

Tom Clark serves as the firm's Chief Operating Officer and leads the firm’s St. Louis office. His expertise encompasses all aspects of employee benefits programs, including the design, implementation and compliance of retirement plans, health and welfare plans, and executive and incentive compensation arrangements. He also has a robust practice assisting covered service providers in meeting their ERISA compliance needs. Mr. Clark’s vast litigation experience complements the firm’s strong and growing ERISA and employment litigation department and includes work on landmark ERISA cases involving complicated ERISA fiduciary duty issues. He has been quoted extensively as an ERISA and employee benefits expert by outlets such as Reuters, the Associated Press, Bloomberg, and Forbes. Mr. Clark teaches ERISA fiduciary law as an Adjunct Professor at The Washington University in St. Louis School of Law, his alma mater. He is a co-author of the Second Edition of "ERISA: Principles of Employee Benefits Law," the only treatise of its kind that provides an overview of the regulation of employee benefit plans by highlighting the central principles and competing policies of employee benefits law in a compact and accessible format for a broad audience of readers.

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

May 15, 2020

This week I had a timely conversation with a new guest, Chris Anast, CFA, and Senior Vice President, Senior Retirement Strategist with the Retirement Strategy Group at American Funds, part of Capital Group. We focus mostly on the paper he authored with DCIIA about the "Five Practical Barriers to Better Retirement Outcomes.” Interestingly, this was released shortly after the world was turned on its ear with the COVID pandemic. While I wont’ steal his thunder on the five practical barriers, I will say we thoroughly vet if their findings are still relevant today. Towards the end, we take a little tangent and think about other barriers employees face on their journey to retirement and how employers can help. You can find a copy of the report and more information on this episode at 401kfridays.com/barriers

 

Before we get started, thank you to all of our loyal listeners. I hope the content has helped you navigate this crazy time in the markets and economy. As a reminder, please share the podcast or any takeaways you have with friends, colleagues or anyone you feel could benefit. They can find us by searching 401(k) Fridays on their favorite podcast app, or by going to the website at 401kfridays.com. 

Guest Bio

Chris Anast, CFA, is a Senior Vice President, Senior Retirement Strategist with the Retirement Strategy Group at American Funds, part of Capital Group. Chris has 20 years of institutional investment experience and joined Capital Group in 2017.

Prior to joining Capital, Chris was a Director, Chicago Investment Practice Leader, and a Senior Investment Consultant at Willis Towers Watson. His primary responsibilities at Willis Towers Watson included leading the investment consulting practice for the Central United States, participating on strategic leadership roles for the global business, and lead investment consultant on Fortune 500 companies for defined benefit and defined contribution plans on both and advisory and delegated/OCIO basis.

Chris was also one of the founding members of the Mesirow Financial Investment Strategies defined contribution practice offering 3(21) and 3(38) fiduciary services.

He has been a regular contributor to DCIIA Plan Design and Administration Committee including a primary author of the DCIIA white paper, “Defined Contribution Plan Success Factors”.

Chris has a Bachelor of Science degree in Finance from the University of Florida. He is a Chartered Financial Analyst. He is a member of the Chartered Financial Analyst Institute of Chicago and participates in other organizations such as EBRI, PSCA, and WISER.

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!

May 8, 2020

One common question amongst employers during the COVID-19 pandemic has been how their employees have been reacting in their 401(k) plans. To delve through this, I am excited to welcome back Josh Dietch, VP of Retirement Thought Leadership at T. Rowe Price. During our conversation, we hit on a few of the obvious thinks like stats around investment and contribution changes, but quickly delve into some of the bigger challenges retirement savers face as a result of recent events. Josh also shares some eye popping numbers on the new CARES act provisions and how their clients are approaching them. Since we missed this point in our conversation, Josh is pulling his data and observations from the over 5,700 retirement plans and 2 million participants that T. Rowe Price works with.

 

Before we get started, if you have been enjoying the podcast please mention it to anyone you think would benefit from listening. If they already like podcasts, suggest they search 401(k) Fridays on their favorite podcast app, if they are new to podcasts, you might have to explain a few things to them.

Guest Bio

Joshua Dietch is a vice president of T. Rowe Price Associates, Inc., and the group manager of Retirement Thought Leadership. Joshua joined T. Rowe Price in 2017 and is responsible for leading a team of researchers and writers who create retirement thought leadership in support of the firm's workplace retirement, intermediary, and institutional businesses. Prior to joining the firm, he held a number of senior industry roles, including head of Retirement and Institutional with Strategic Insight, managing director with Chatham Partners, director of Product Marketing and Management with ADP Retirement Services, and associate director of Institutional Markets with Cerulli Associates. In addition to his current role at T. Rowe Price, Joshua is an Executive Committee member of the Defined Contribution Institutional Investment Association and is chair of its Retirement Research Board. He earned a B.A. in history from Bates College and is a Series 7 and 66 registered representative.

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!

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