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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: February, 2022
Feb 18, 2022

Day by day, year by year, technology plays are bigger and more important role in our lives. When it comes to retirement savings, how could technology impact things? To share some insights, I am happy to welcome Dave Castellani, Operating Principal with the venture capital firm Brew Lane Ventures. Dave has a unique background as a technology guy who has done a few tours in the retirement world. During our conversation we hit on how development in technology could impact retirement plans, some great working definitions of machine learning, artificial intelligence, augmented reality, virtual reality and much more. We also hit on blockchain and close with a real whopper that could change everything that you will have to hear for yourself. 

 

Guest Bio

David brings 30+ years of technology and operating leadership across financial services and startups to Brewer Lane. Most recently, he was SVP and Head of Technology at New York Life, where he led the company’s initiatives across digital transformation, data and analytics, and cyber. Previously, David held other operating executive roles at New York Life, Prudential, and Cigna. He has also co-founded two technology startups: Mi8, an early pioneer in hosted exchange services, and Qv21, a transportation management software provider.

 

David received his BA from the College of the Holy Cross.

 

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!

 

Feb 11, 2022

Today, I am excited to share the latest installment of what has become almost an annual conversation with Jerry Schlichter, Managing Partner of Schlichter Bogard & Denton. If you are in the world of 401(k) plans, you need no introduction to the plaintiff attorney who has secured over $600 million in settlements, is now 2-0 in the Supreme Court and has changed the workplace retirement landscape. Our conversation this year should not disappoint. Be sure to stick around for the end to get Jerry’s input on the roles of the DOL and plaintiff’s bar.  

 

If you are new to the podcast, be sure to subscribe on your favorite podcast app. If you like what you hear, please share with a friend, colleague or on social media. 

 

That’s it, I hope you enjoy my conversation with Jerry!

Guest Bio

Jerry Schlichter is founding and managing partner of Schlichter Bogard & Denton. His expertise and national leadership in complex litigation, including in financial and railroad cases, has been recognized by numerous publications, courts, and commentators throughout the country. Jerry has been designated legal counsel for the Brotherhood of Locomotive Engineers for many years and is currently designated legal counsel for the United Transportation Union and the International Brotherhood of Electrical Workers. He has represented railroad workers in trials in many states and has had record-setting jury verdicts in numerous jurisdictions. Throughout his career, he has also handled major precedent-setting class action and mass tort cases on behalf of individuals.

Jerry has been featured in numerous national publications, including The New York TimesReutersBloombergUSA Today, and the The Wall Street Journal, for his and the firm’s success in pioneering claims of excessive fees in defined contribution plans, obtaining precedent-setting results involving claims of excessive fees against large employers, and for the reduction in fees his cases have caused throughout the retirement industry. He’s been called “The Lone Ranger of the 401(k)” by The New York Times, “public enemy no. 1 for 401(k) profiteers” by Investment News, and “the industry’s most feared attorney” by Chief Investment Officer.

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!

 

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