business
Hosted by Rick Unser · business · EN
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.
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Contact path
Verified email
Booking probability
37%
Guest openness
Selective
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Signup to Generate a Pitch401(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.
401(k) Roundtable is hosted by Rick Unser. The show has published 275 episodes to date.
Recent episodes include "The Future of Investing: Adapting to a New Market Reality" (18 August 2026, 55 minutes), "Behind the Scenes: How AI Is Transforming Retirement Plans" (30 June 2026, 53 minutes), and "Behind the Curtain on Mergers & Acquisitions" (19 May 2026, 51 minutes).
401(k) Roundtable publishes roughly every few months, with episodes averaging 55 minutes across 275 episodes.
Booking probability for 401(k) Roundtable is 37%, and the host is rated Selective on guests. 401(k) Roundtable requires a Pod Score of 80 or higher. 401(k) Roundtable's contact route on record: verified email.
The strongest fits for 401(k) Roundtable are Investing & Wealth Management and Insurance Agencies & Brokers. 401(k) Roundtable has a business audience.
Rick Unser hosts 401(k) Roundtable, a business podcast with 275 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
401(k) Roundtable
The future of investing isn't just about numbers—it's about embracing a seismic shift in how markets, macro forces, and innovation like AI reshape the landscape. In this episode, Jean Boivin of BlackRock Investment...
401(k) Roundtable
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...
401(k) Roundtable
<p >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...
<p >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...
<p >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...
<p> 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...
<p >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...
<p> 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...
<p> 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...
<p> 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...
<p >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...
<p >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...
<p >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...
Episode #5
<p >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...
<p> 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...
<p >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...
<p >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...
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...
<p >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...
<p >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...
Recent guests on 401(k) Roundtable. Study who booked and why before you pitch.
Head of BlackRock Global Investment Institute, BlackRock Investment Institute
retired teacher, coach, and principal, Financial Holding Corporation
Hedge fund manager & activist investor, Connecticut Transportation Safety Research Center
Executive Director, Global Market Strategist, J.P. Morgan Asset Management
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