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Rick Unser
401(k) Fridays PodcastEpisodes
Rick Unser
401(k) Fridays Podcast
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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 the utilization of PE in
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 of a better person to w
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 Portfolio Manager for Core,
If you are at all involved with workplace retirement plans, you would have to have been living under a rock to have not heard about SECURE 2.0. It is a hot topic, while also ambitious and even confusing. With all those factors, I couldn’t think
Here we go with a 401(k) Friday’s Podcast first, three guests and a great topic. Today we dive into the recent announcement that three major recordkeepers are launching the Portability Services Network. Joining me to discuss what this means is
It’s been a little while since we tackled financial wellness, there has been a lot going on in that area so I was glad to be able to connect with Brent Hines, the co-founder and Chief Development Officer of the educational non-profit, Foundatio
Every now and then you have a guest that like Prince, or Cher, that simply needs one name to know who they are. Today, I am happy to welcome Shlomo, more formally known as Dr. Shlomo Benartzi, Professor Emeritus, UCLA Anderson, Founder and CEO,
I am happy to welcome back another guest who seemingly had predictive powers in prior episodes to briefly reflect on that prediction and give his crystal ball another look. Joining me is Jason Roberts, CEO of Pension Resource Institute and Reti
If you hadn’t noticed, 2022 hasn’t produced the best results in the financial markets. The questions on everyone’s mind are how did we get here and what’s next? To delve into those and many other questions I am happy to welcome back Rich Weiss,
Today, I am excited to launch the fall series of episodes and we start with stable value investments. My guest is Steve Horner, CFA and Portfolio Manager in the Corporate and Tax-Exempt Credit group within Fixed Income at Putnam Investments. Wi
This week, we tackle M&A Mania in the retirement space. My guest is Dick Darian, Founding Partner of the Wise Rhino Group, a firm dedicated to working with both buyers and sellers in the retirement market. We hit on what he sees coming in the M
This week, we tackle a timely topic straight out of the headlines, Bitcoin or Digital assets and 401(k) plans. Joining me is Dave Gray, the Head of Workplace Retirement Platforms & Workplace Investing for Fidelity. We cover all the topics you w
Finally, the much promised episode about ESG investing & retirement plans. Sorry it took so long, but it's definitely worth the wait. Joining me is Jessica Sclafani, director and defined contribution strategies for MFS Investment Management. We
This week, we have my promised update from the defense bar perspective on the many happenings in the world of retirement plans. Joining me is repeat guest David Levine, Principal and Co-Chair of the Plan Sponsor Practice at Groom Law group. We
This week we have an action packed episode where we reflect back on the first quarter of 2022. What a wild one it was! We then discuss several hot topics that are moving the financial markets today and close with some forwarding looking thought
On this episode we have a little fun and take on some information on 401(k)s that you may or may not have seen on TikTok. You will hear my inspiration for this episode right out of the gate and it is safe to say you can’t always trust what you
This week I am excited to welcome back Jerome Clark, portfolio manager of the T. Rowe Price Target Date Strategies. For a curveball, we are not going to talk at all about Target Date Funds, instead Jerome shares his insights on how employers ca
This week I am excited to welcome back Rob Arnott, Founder & Chairman of Research Affiliates to dive into the trick topic of inflation and its impact on the markets. We also dive into the challenges of rising rates, equity valuations and whethe
Day by day, year by year, technology plays are bigger and more important role in our lives. When it comes to retirement savings, how could technology impact things? To share some insights, I am happy to welcome Dave Castellani, Operating Princi
Today, I am excited to share the latest installment of what has become almost an annual conversation with Jerry Schlichter, Managing Partner of Schlichter Bogard & Denton. If you are in the world of 401(k) plans, you need no introduction to the
I am excited to get to get the podcast kicked off this year with a fast paced and wide ranging conversation with Peter Mollouk, President & CEO of Creative Planning. The main focus was employee education, how it has evolved and where it could g
As we take the turn into the holiday season, what will holiday shopping look like this year? Will the supply chain challenges, inflation, or other elements bring major changes? How could this impact the economy and financial markets? To help di
If you like 90’s movies references, if your curious about who TINA is and you want some good perspective on what is going on with the markets and economy, we have a great show for you today. Joining me is Adam Philips, CFA & CFP, Managing Direc
Over the years on the podcast we have talked about the generational preferences and trends of baby boomers, Gen X’rs and Millenials, But not Generation Z. To dig into them, I am happy to welcome back Nathan Voris, Director, Investments, Insight
As part of the evolving conversation around infrastructure and how to pay for it, some potential changes to workplace retirement plans were injected into the conversation. To shed some light on the topic I am happy to welcome back Sam Henson, a
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