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Hosted by Rick Unser · 🇺🇸 US · EN · 273 episodes
Established thought leaders with verified media credentials.
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.
Rick Unser hosts 401(k) Roundtable, a business show with 273 episodes published.
AI is transforming the future of retirement planning — but what does that really mean for plan sponsors and participants today? In a landscape where AI capabilities evolve faster than regulations can keep up, how can fin
In this episode of The 401(k) Roundtable, host Rick Unser goes behind the curtain on mergers and acquisitions with two seasoned leaders who live this work every day. Casey Craig, Executive Vice President and Head of the
In this episode of The 401(k) Roundtable , host Rick Unser dives into one of the most talked‑about—and most challenging—topics in retirement: turning savings into sustainable income. Rick is joined by Fiona Greig, Global
In this episode of The 401(k) Roundtable, host Rick Unser welcomes Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to unpack the economic story of 2025 and what it means for retirement plans. From
In this episode of the 401(k) Roundtable, Rick Unser is joined by John Beshears, Professor at Harvard Business School, and Brad Champagne, VP of Human Resources at Mission Linen Supply, to explore how behavioral finance
In this episode of 401(k) Roundtable, Rick Unser is joined by Andrew Biggs, Senior Fellow at the American Enterprise Institute, and Mina Biggs, Chief People Officer at Hanson Professional Services. Together, they unpack
In this episode, Rick Unser is joined by Robert Fortin from Amtrak and Kristina Cox from Recology — two HR leaders with deep experience in optimizing employee benefits. They discuss the intricacies of 401(k) plans, parti
In this episode of 401(k) Roundtable , Rick Unser is joined by Charlie Bilello, Chief Market Strategist at Creative Planning. Known for The Week in Charts on YouTube and as co-host of the Signal or Noise? podcast with Pe
In this episode of 401(k) Roundtable™ , Rick Unser speaks with Jack Weingart, Chief Financial Officer of TPG, a leading global private equity firm. They examine how macroeconomic shifts, technological advancements like A
In this episode of 401(k) Roundtable , Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Together, they break down key insights from Q1 2025, including the impact of tariffs
In this episode of 401(k) Roundtable , Rick Unser is joined by Todd Solomon, ERISA Attorney and partner at McDermott Will, & Emery Law Firm, for a timely conversation on the evolving fiduciary landscape. They explore tre
In this episode of 401(k) Roundtable , host Rick Unser and Alison Cohen, ERISA Attorney and Partner at Ferenczy Benefits Law Center, explore nondiscrimination testing in retirement plans, focusing on long-term part-time
In this episode of the 401(k) Roundtable™, we're joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investments and Bob Chapman, Chief People Officer of Trilon Group. They dive
In this episode of 401(k) Roundtable™, we delve into the evolving concept of financial wellness, its growing importance in the workplace, and how organizations can integrate it effectively. We explore the role of corpora
This episode of 401(k) Roundtable™ explores the implications of recent election results on retirement policies and market reactions. Joining us for this month's roundtable discussion are two leaders from Creative Plannin
Host Rick Unser and Jeff Schulze, CFA, Head of Economic & Market Strategy at ClearBridge Investments, delve into the current economic landscape as we approach the end of 2024. They discuss the possibility of a soft landi
In the debut episode of 401k Roundtable, we dive into Vanguard's latest "How America Saves" report, which sheds light on the latest trends in 401(k) plan design. We'll discuss the report's findings on plan effectiveness,
It's been a minute since we focussed on PE and retirement plans. To dive into this I have Dan Cahill of the private equity firm Partners Group, one of two firms that took the initiative to seek guidance from the DOL on t
It seems like the major themes that are dominating the investment markets are also of great interest to individuals trying to make decisions personally or in their businesses. That isn't always the case. I couldn't think
Bonds, or fixed income investments did not have a great year in 2022 to say the least. The big question is now what? To delve into that, I am excited to have Michael J. Collins, CFA, and Managing Director and Senior Port
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401(k) Roundtable is hosted by Rick Unser. The show is categorised under business (news) and has published 273 episodes.
401(k) Roundtable has published 273 episodes.
401(k) Roundtable regularly covers business, news. It sits in the business category, with a news focus.
401(k) Roundtable is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
401(k) Roundtable hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of 401(k) Roundtable average 55 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates 401(k) Roundtable's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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