Retireholics

Guest: We don't need no stinking guest

Topics (maybe):

• Schlichter, Pentegra Settle MEP Fiduciary Breach Suit

• Bobby Bonilla, TIAA & Nuveen short film, 'The Big Deal'

• Elizabeth Warren is seeking answers from Empower Retirement

• SEC Announces it Will Analyze Private Securities in Retirement Accounts

We dive deep into the mind of Grant Ellis, AIF®, CPFA® The experiences, success and "learnings" of a Retirement Plan Advisor and his 20+ years in the biz.

Topics potentially covered:

• 401k Fee Structures

• The Stealthy Wealthy

• Being Yourself and Advisor Fashion

• Lifestyle Practice vs Scale

• Custom Service Models Depending Upon Client Size

Topics potentially covered:

John Sullivan's article on Fidelity Investments' analysis of 401k savings rates, Shlomo Benartzi's Secret Society, Brian Anderson & 401k Specialist Magazine's interview of Knut A Rostad, MBA on the EBSA's rescind of Crypto Guidance, a status check on LinkedIn, PEP going ons?, Amanda's guide to email management.

This week on Retireholics, Christopher Tipper and Katherine Tipper of Hunter Benefits Consulting Group, Inc. also know as THE 401(k)ouple! Let the bourbon flow!

Excited to announce this week's guest on Retireholics. Entrepreneur, Podcast Host, and Industry Speaker... Melissa Terito, CPA

Honored to have another 401k Industry Expert on the show. Deborah Rubin, CFP has an impressive career in leadership roles with major Recordkeepers. Equally exciting is that her passions extend into success coaching and achieving your best in life and business. This week we talk current 401k Headlines and dive deep into the brain of this 401k Expert!

First time guest alert! Kevin Spaeth of PenChecks Trust joins as this week's special guest.

Topics to include: LPL Financial acquiring Commonwealth Financial Network, the new Betterment Podcast, 401GO has a new partnership, the TikTok Financial Advice trend, and Schlichter strikes out again.

Topics: Do the Disruptors (Guideline, Human Interest, etc) know what they are doing when it comes to compliance work? The ROI of an Advisor Practice, is the ERISA Advisory Council no more? Advisor Revenue to see boost in 2025, and Great Gray Trust Company buys RPAG, WTF!?

The 401(k) Girls are joining us this week as our special guests. Jessica Porter, RICP®, AIF® and Hayley Porter, AIF® are two Advisors at BPG Wealth Management on a mission to shake up Financial Services with a fresh and innovative approach.

Do the vast majority of 401k plan 5500s have a red flag? Under performing investments in recent litigation, Cerulli report says 1 million micro plans by 2029, Roth Catch-Up Loop Holes, and more!

Juicy 401k News this week, lots to discuss with a fan-favorite guest Holly Knight. What is FutureStep and why have Vestwell and John Hancock partnered?, American Airlines/ESG Lawsuit and cartel-like behavior, Transamerica's Re-Brand, Waivz Webinar, AI in 401k, and more!

Nothing like ERISA law & 401k to bring in the holiday spirit.

Big Time Guest Alert! Daniel Bryant founded Sheridan Road Financial which eventually was sold to HUB, he is an author, adjunct lecturer, entrepreneur and all around baller. Topics to include Todd Kading's Manifesto, Empower's New Small Biz 401k, ARA and Racial Sabings Gap, and DoorDash's new Employee Savings plan. Drunk Stock Tips, Acrosyn and the comeback of the Lame or Game Game. Grab a cold one and join the fun.

We don't know what we are doing, maybe reading some news.

Spiro Preovolos the President of Penchecks joins a live Retireholics. Topics to include: RPAG’s FlexPATH Lawsuit, Voya’s Managed Accounts, Forfeiture Account Happenings and will the Government eventually take over the 401k. We are back with Drunk Stock Tips, Flashlight Segment and a very special announcement for the Retireholics Community. Get your beers on ice and boot up that laptop.

From their secure locations, the Retireholics discuss if Blackrock, Vanguard and State Street rule the world and how ESG, Bitcoin, Target Date Funds and even disruptors like Human Interest are under their control. Make a tinfoil hat and contribute your favorite conspiracy theories in the chat bar.

The Honorable Preston Rutledge joins as our guest for the Christmas Special. Topics to include: U.S. House Ways and Means Committee Woke ESG, Osaic acquires Lincoln's wealth management biz, Coffee Badging, Artificial Intelligence backed IRS 5500 marketing strategies, Roth Rollover Legislation, Drunk Stock Tips, a new XMAS game, and more!