Info

401(k) Roundtable

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. Check out timely articles on retirement plan topics that impact both employee and employers: https://www.forbes.com/sites/rickunser/
RSS Feed Subscribe in Apple Podcasts
401(k) Roundtable
2025
June
May
March
January


2024
December
November
October
September


2023
March
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: Page 1
Jun 1, 2018

Believe it or not, but it has been over six months since we have tackled about financial wellness on the podcast. Today, Chris Whitlow, the Founder & CEO of Edukate, address the red hot topic. In our conversation today we tackle an interesting thought on financial wellness, despite nearly everyone talking about it, are employers actually embracing it? We share some thoughts on that along with four steps to start an effective financial wellness program, if financial wellness is a product or process, how to evaluate VOI & ROI and thoughts for employers to knock down silos between their physical wellness and financial wellness programs and embrace a program based on overall wellbeing.  Chris and I also had a few good laughs as he picked away at my compound questions.

Guest Bio

Chris Whitlow is the founder and CEO of Edukate, a workplace financial wellness provider on a mission to give every person access to expert financial guidance. Chris works with the Edukate team to solve problems that ease the financial stress most Americans experience each day. Using cutting edge technology, Edukate helps employers provide the best financial wellness benefits, thus helping employees manage their financial stress, increase their productivity, and live happier, healthier lives.

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

 

0 Comments
Adding comments is not available at this time.