HeyJared401(k) Specialist Podcast
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 9, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Private Markets in 401(k)s: Wilshire’s Todd Cassler Explains Hurdles to Adoption (opens the original)
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It’s been a little more than a year since President Trump signed an executive order seeking to expand access to alternative assets in 401(k) plans, clearing a path for private equity, private credit and other alternatives to become part of the defined contribution plan equation. But creating the products may be the easy part. Broader adoption still requires addressing key operational and fiduciary challenges around liquidity, valuation, fees and oversight—and preparing advisors and investment...
Rethinking Active Management for Today’s 401(k) Plans with MFS’ Jeri Savage (opens the original)
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As market volatility, concentration risk and evolving retirement income needs reshape the defined contribution landscape, plan sponsors are taking a fresh look at the role of active management in participant portfolios. That is the subject of 401(k) Specialist’s latest “Deep Dive,” and it’s what we’re talking about with MFS Investment Management Lead Retirement Strategist Jeri Savage in this episode of the 401(k) Specialist Pod(k)ast. We’ll discuss why active management is back in the convers...
Sheri Fitts: Personal Branding a Focus at 2026 SWAY | LIVE (opens the original)
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SWAY | LIVE, the retirement industry’s most unique annual conference—and the only one focused on helping retirement industry professionals build their personal brand—is coming to Boulder, Colorado Aug. 2-4. Event founder and organizer Sheri Fitts, the speaker, creator and catalyst at Sheri Fitts & Co., returns to the 401(k) Specialist Pod(k)ast to tell us what makes the event so unique, and explain the value behind maintaining a strong personal brand. She also talks about the importance o...
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