HeyJaredRetireholics - 401k Plan Industry Show for Advisors
401k retirement plan industry podcast for financial advisors, plan sponsors & other 401k nerds
- Indexed episodes, last 90 days
- 4
- Latest publication
- Aug 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
Tod Ruble: Custodia, 3(38) Fiduciary Risks & Cyber | Retireholics (opens the original)
Read excerpt
Tod Ruble from Custodia breaks down hybrid capital structures, 3(38) fiduciary responsibilities, and what advisors need to know about plan custodian security after the TrueStage cyber disaster. Learn the real risks and pricing models.In this episode, host JD Carlson sits down with Tod Ruble to explore Custodia's role in the 401(k) ecosystem and the growing complexity of 3(38) fiduciary arrangements. We dig into what hybrid capital means for plan sponsors, the specific fiduciary responsibilities
Sheri Fitts: Plan Design, Fiduciary Duties & PEPs | Retireholics (opens the original)
Read excerpt
Sheri Fitts joins JD Carlson to break down stretch matches vs. non-elective contributions, fiduciary responsibilities, and the latest on pooled employer plans. Essential listening for 401(k) advisors staying ahead of plan design trends.In this episode, Sheri Fitts dives deep into critical plan design strategies that every 401(k) advisor needs to master. We explore the nuances of stretch match versus non-elective contribution approaches, and when to deploy each strategy for your clients.A major h
Retireholics - Kevin Spaeth (opens the original)
Read excerpt
This week's special guest is Kevin Spaeth of PenChecks Trust. Topics to include: Voya Financial partners with SinglepointAI Inc. in TPA onboarding tech play, (k)quote and 3(38) Investment Fiduciaries become FIDUCION, PLANSPONSOR Magazine's 2026 Recordkeeping Survey
Brian Danos: Fee Benchmarking & AI in 401(k)s | Retireholics (opens the original)
Read excerpt
Brian Danos joins JD Carlson to break down participant vs. employer-paid fee strategies, recordkeeper pricing tactics, and how AI is transforming 401(k) compliance documents. Essential insights for advisors navigating fee debates and modernizing plan administration.In this episode of Retireholics, Brian Danos dives deep into some of the thorniest issues facing 401(k) advisors today. We start with the ongoing fee debate: should participants or employers shoulder the cost? Brian walks through real
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.
See coverage about Retireholics - 401k Plan Industry Show for Advisors