The 401(k) Marketing Podcast

Everything around advisors is moving fast, and Patrik Delaney has spent twenty-five years watching the industry shift under their feet.  In this conversation, he and Rebecca dig into what is driving those changes, why traditional education is no longer enough, and how the most successful advisors are learning to inspire behavior rather than just explain it. Pat breaks down how demographic pressure, AI, and participant expectations are reshaping advisory work. More importantly, he explains why the qualities of great coaches, like curiosity, courage, and compassion, may matter more for advisors going forward than technical skill alone. Listeners can expect insights on: The rise of coaching-based communication in financial advice Why younger investors seek emotional connection as much as expertise How AI may change advisor responsibilities The Grow framework for encouraging real behavior change And more! Resources: The Next Wave of Advice Connect With Patrick Delaney: T. Rowe Price LinkedIn: Patrick Delaney Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Patrick Delaney is an insights director within U.S. Intermediaries – Advisor Engagement, the group focused on helping financial professionals understand and adapt to the changing face of wealth in the United States.  Patrick has been with T. Rowe Price since 2000, beginning in Retirement Plan Services. Prior to his current role, Patrick developed and delivered practice management content for financial professionals designed to help them learn, sell, and better serve their corporate retirement plan clients Patrick earned a B.A. in economics from Gettysburg College. He is a Series 7 and 63 registered representative and state-registered broker-dealer.  

Standing out online has never been harder. With endless content competing for attention, how do you make sure your voice is the one people remember? In this episode, Rebecca Hourihan welcomes back Laura Garfield, Founder of Idea Decanter, to talk about the growing “visibility war” and why video has become increasingly important for many advisors. They explore how AI-generated content is flooding the market, why authentic storytelling still wins, and how advisors can measure ROI beyond vanity metrics. Laura also shares her 3-2-1 Countdown framework for creating effective video and practical ways to start without becoming a full-time content creator. Laura shares key insights: Why AI-generated “slop” is crowding digital platforms and raising the bar for authentic content How personal stories and lived experiences help advisors stand out from automated marketing The 3-2-1 Countdown framework: Prepare, Record, Convert for an effective video strategy Hard vs soft metrics to evaluate ROI, from engagement data to client feedback Why starting with one strong homepage video can anchor an entire marketing plan And more! Resources: Find Your #Finfluence: A Financial Advisor’s Guide to Stand Out & Succeed with Video by Laura Garfield Connect With Laura Garfield: LinkedIn: Laura Garfield laura@ideadecanter.com  Idea Decanter Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta.  Along the way, she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling. Instead of a company relying on a big ad spend, with the Internet, you can be a broadcaster of your own brand. Laura believes that all you need to pull it off is a talented content marketing team (like Idea Decanter!) to help you craft your message.

Confidence alone won’t make you a better communicator. What if the key to connecting with others lies in understanding them first? How do you shift from speaking at people to truly engaging with them? What role does listening play in building trust and deepening relationships? In this episode, Rebecca Hourihan interviews Matt Mosich, a communications expert who has helped hundreds of professionals speak with enhanced clarity and confidence. He shares why the best communicators prioritize awareness over confidence, how to become a better listener, and the framework for asking questions that reveal what kind of communicator someone is.  Matt also explores how communication shapes company culture and offers practical strategies to stop losing your train of thought during important conversations. Rebeca and Matt discuss: Why awareness matters more than confidence when it comes to effective communication and connection with others How listening serves as a form of love and why great communicators ask questions rooted in genuine curiosity The three Ps framework: prepare, prompt, and pivot to understand who you’re speaking to and adapt in real time How company culture is shaped by collective communication and why leaders must model vulnerability and accountability Building a personal FAQ to practice responses and never lose your train of thought, using the point-reason-point method And more! Connect With Matt Mosich: The Mosich Group LinkedIn: Matt Mosich Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Matt Mosich is the President and Owner of The Mosich Group and a communications coach who helps professionals strengthen how they speak, listen, and connect. His approach is shaped by years in wealth management, leadership development, and deep study of communication frameworks. Matt works with individuals and executive teams to refine message clarity, build awareness, and create more collaborative cultures. He is known for his practical tools, such as the Three Ps framework and the Personal FAQ process, which help clients communicate with intention in any setting.

Some conversations hit closer to home, especially when your guest is your mom. In this refreshingly candid episode, Rebecca Hourihan sits down with her mother for a conversation that moves from garden centers and white minivans to the heart of what it means to lead with confidence in uncertain times. From generational shifts to TikTok finance rabbit holes, and what really happens when advisors go quiet (spoiler: your clients start listening to Reddit, this episode delivers insight with humor, honesty, and just the right amount of sass. Rebecca reminds us that communication isn’t just part of your strategy; it is your strategy—helping advisors stand tall like a lighthouse when the market gets foggy. What to expect from this release: How Gen Z, Millennials, Gen X, and Boomers want to be reached Why silence breeds bad advice and how to stay visible The “Every Day is Saturday” retirement moment Line dancing, confession, and what casinos have to do with client trust And more! Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing

Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead? In this high-energy episode, Randy Fuss of Fuss Success Builders joins Rebecca Hourihan to unpack the real meaning of practice management. From clarifying the “Big Three” (wins, retention, and efficiency) to using DISC personality profiles and AI tools like Crystal, Randy shares strategies that can transform your client conversations, team dynamics, and sales outcomes. Whether you’re walking into a boardroom full of decision-makers or trying to earn trust across generations, this episode will help you speak your clients’ language, literally. What to expect: The 2-hour rule for practice growth Why DISC and adaptive selling still work in 2025 How AI tools like Crystal can predict buying behavior The power of sales personalization in multi-generational wealth transitions And more! Resources: Kolbe Index CrystalKnows.com Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing Connect With Randy Fuss: LinkedIn: Randy Fuss Fuss Success Builders randy@FussSuccessBuilders.com (707) 480-8932 About Our Guest: Randy Fuss is passionate about presenting, coaching, and consulting with the many professionals who work in the group retirement plan industry, who are seeking ways to take their performance to the next level! After a very productive and lengthy stint at Cuna Mutual Group, he is now excited to bring his skill set and experience in helping others through his own firm, Fuss Success Builders!. As a Registered Corporate Coach and Certified DiSC® Trainer, Randy is most in his element in front of a group conducting trainings, workshops & webinars, sharing actionable ideas that lead to improvement. He’s been a frequent presenter at various industry meetings & conferences, and looks forward to bringing his practice management experience through coaching and speaking engagements to help individuals and companies like yours achieve greater success!

Becoming the go-to expert in your niche isn’t just for influencers; it’s for retirement plan advisors, too. In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares how advisors can become micro-influencers through education, storytelling, and strategic content. From quick videos to compliance-friendly guides, she explains how to build trust and credibility before you walk in the door. Rebecca also dives into the shift with AI, the power of planning, and how consistent visibility drives results. No matter your work style, she shows how to harness your team’s strengths for scalable, effective marketing. What to expect from tuning in: Why education, not selling, is the most powerful growth strategy How to use video and content to create “lunch-at-scale” interactions Planning frameworks to avoid overwhelm and ensure follow-through Ideas to stand out: Kolbe Index, financial wellness, SECURE Act 2.0 And more! Resources: Kolbe Index Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing

What makes startup 401(k) plans the new frontier for retirement savings? Join Rebecca Hourihan as she sits down with Kevin Spaeth from PenChecks to explore the modern twists redefining 401(k) plans. They delve into the impact of auto-enrollment and escalation, the role of safe-harbor rules, state-mandated IRA programs, and the introduction of strategic tax incentives designed to engage more businesses.  Rebecca and Kevin discuss: How auto enrollment and escalation are enhancing plan participation and savings (00:05:24) The misconceptions business owners have about retirement plans (00:07:15) The influence of state mandates on advisor involvement in micro plans (00:10:53) The significance of government tax credits for startup plans (00:13:17) The potential for auto portability to improve participant outcomes (00:19:23) And more Connect With Kevin Spaeth: LinkedIn: Kevin Spaeth PenChecks kspaeth@penchecks.com  949-306-4367 Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: As part of the Clean Up Crew, Kevin Spaeth helps TPAs support their clients in keeping retirement plans clean, compliant, and running smoothly. The goal: to help clients increase average account balances while reducing fiduciary risk. Since 1997, Kevin has dedicated his professional career to working with ERISA plans, with a focus on helping small businesses empower their employees to prepare for retirement. His background spans recordkeeping, investment management, and the administration of qualified retirement plans. Today, at PenChecks Trust, Kevin is passionate about reuniting Americans with their hard-earned retirement savings, ensuring no one leaves behind what they’ve worked so hard to earn.

As the retirement landscape continues to evolve, understanding how new legislation and emerging technologies impact employers and employees is more important than ever. In this episode, Rebecca chats with Will Hansen, Executive Director of the Plan Sponsor Council of America, to discuss the latest shifts in retirement planning and policy, and what they mean for you. Together, they explore how SECURE Act 2.0 has reshaped the way plan sponsors and employers approach retirement benefits, the growing gap between policymakers and those on the front lines, and how AI might change the future of plan management. Will discusses: [00:02:03] What are the impacts of SECURE Act 2.0 on plan sponsors. [00:05:31] Bridging gaps between policymakers and plan sponsors for effective collaboration. [00:07:51] Some of the biggest disconnects between retirement policy and the practical realities of implementation in real life. [00:13:24] AI’s role in HR’s retirement plan management. [00:16:06] Fundamental changes and future policies to strengthen retirement security for American workers And more Connect With Will Hansen: LinkedIn: Will Hansen American Retirement Association Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Will Hansen joined the American Retirement Association (ARA) in January 2019 in the new role of Chief Government Affairs Officer. In this position, Will oversees all advocacy activities at the federal, state, and local levels on behalf of the five trade organizations within ARA. In addition, Will is the Executive Director of Plan Sponsor Council of America (PSCA) as of January 2020. Founded in 1947, PSCA has been at the forefront of protecting the American retirement system and is committed to improving workers’ retirement security by providing advocacy, insights, and education to plan sponsors.

What if your 401(k) followed you from job to job as effortlessly as your favorite playlist? Join host Rebecca Hourihan as she sits down with industry experts Spencer Williams and Neal Ringquist from the Retirement Clearinghouse to explore this game-changing innovation. Discover how the Portability Services Network is tackling the challenge of maintaining retirement savings as employees change jobs, what it took to bring this idea to life, and why it matters to the evolving mobile workforce. Spencer and Neal discuss: The fascinating journey of auto portability from concept to critical mass and its impact on small account balances (00:01:06) The role of the Portability Services Network and its collaboration with major record keepers like Fidelity and Vanguard (00:05:54) How shifting demographics and technology are reshaping retirement savings behavior (00:08:35) Navigating the mechanical process of auto portability and its implications for advisors (00:12:24) Exploring the significant impact auto portability has on underrepresented communities and reducing cash-out leakage (00:24:56) Vision for the future of Retirement Clearinghouse and upcoming innovations in retirement services (00:27:42) And more Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing Connect With Spencer Williams and Neal Ringquist: LinkedIn: Spencer Williams LinkedIn: Neal Ringquist Retirement Clearinghouse LinkedIn: Retirement Clearinghouse About Our Guests: Spencer Williams is Retirement Clearinghouse’s Founder, President & CEO and also is the President & CEO of Portability Services Network, LLC. Retirement Clearinghouse is a specialized provider of retirement savings portability and account consolidation services for America’s mobile workforce. Portability Services Network, LLC is a retirement industry-led utility dedicated to the industry-wide adoption of auto portability. Williams is an innovator, including RCH’s singular innovation, Auto Portability, which was specially designed to help low-income and minority workers. Portability Services Network is built on a foundation of Retirement Clearinghouse’s intellectual property, technology, and operations. Neal Ringquist is the Retirement Clearinghouse’s Executive Vice President & Chief Revenue Officer and is a member of RCH’s Executive Leadership Team. Ringquist is responsible for the company’s overall marketing strategy and for all institutional sales activities. Ringquist has been at the forefront of developing and delivering innovative wealth management solutions to the retirement and investment advisory market for more than 25 years. He joined RCH from Advisor Software, Inc. (ASI), where he served as President and Chief Operating Officer for nine years, responsible for the day-to-day operations of this privately held financial technology company. Previously, Ringquist was vice president of sales and marketing for Morningstar Associates, LLC, a registered investment advisor. Earlier, he was executive vice president of sales, marketing, and client service for mPower.com, Inc.(acquired by Morningstar), which established him as one of the early entrants into the online advice movement.

Join Rebecca Hourihan in this engaging episode of the 401(k) Marketing Podcast as she shares insightful strategies to elevate your 401(k) advisory practice from good to great. Explore Rebecca’s five dynamic techniques to stand out on social media, boost your engagement, and solidify your presence in the retirement plan community. Rebecca discusses: The impact of quirky content like cheese and pets on digital engagement. [00:02:00] How to leverage personal interests for relatable content creation. [00:03:27] Tips on using polls to increase interaction and gain insights. [00:05:35] The significance of celebrating milestones for a vibrant company culture. [00:07:15] Optimizing LinkedIn activity to improve visibility and authority. [00:09:58] And more Connect with Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing

Are you keeping up with the AI wave in the financial services industry? Rebecca Hourihan chats with Spencer X. Smith from AmpliPhi Digital about the transformative power of AI in the retirement plan industry. Get ready to explore how AI has quickly evolved from a niche technology to an everyday tool for financial advisors. Spencer and Rebecca discuss the innovative ways AI is being embraced, share insightful case studies, and offer practical advice for integrating AI into your business to enhance efficiency and profitability.  Spencer discusses: The rapid adoption of AI since the release of ChatGPT  How advisors are leveraging AI for time savings and efficiency  Case studies of early AI adopters in the financial sector The upcoming trend of AI agents for task automation Practical tips for using AI to tailor communications and better understand client language And more Resources: Notebook LM ChatGPT Nuance by Dragon Software Apple Intelligence OpenAI releases Sora, its buzzy AI video-generation tool (Article – CNBC) Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing Connect With Spencer X. Smith: LinkedIn: Spencer X. Smith LinkedIn: AmpliPhi SpencerXSmith.com About Our Guest: After starting his career at IBM during the Y2K days, Spencer X. Smith has always been an early adopter of new technology, with a passion for teaching others what he learns. This dedication to education has led Spencer to deliver over 300 in-person speeches, including at prestigious venues like the New York Stock Exchange, Gillette Stadium in Boston, and the Superdome in New Orleans. From 2008 to 2015, Spencer worked as a 401(k) wholesaler. Since then, he has been a regular presenter at the NAPA 401(k) Summit, the nation’s largest retirement plans conference. The rise of “DeFi Summer” in 2020 sparked Spencer’s deep interest in cryptocurrency and all things Web3, including NFTs, metaverses, and blockchains. Spencer is also among the first graduates of the Economics of Blockchain & Digital Assets program at the University of Pennsylvania’s Wharton School of Business.

Rebecca Hourihan sits down with Mike DiCenso, a renowned expert in institutional retirement plans, wealth management, and fintech innovation. Discover Mike’s profound insights on tackling modern challenges in the retirement plan advisory space and how to leverage them for success. Mike discusses: The importance of strategic planning and the pitfalls of abandoning strategies too soon  Implementing effective team meetings and reducing inefficiencies The role of process improvement in operational excellence Navigating pricing and differentiation in an evolving market And more Connect With Mike DiCenso: LinkedIn: Mike DiCenso Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Mr. DiCenso is a thought leader in Financial Services, Investment Management, Asset Management, and Wealth Management arenas in the Institutional and individual Markets, both USA and International. Focused in the areas of fiduciary process management, fee transparency, innovation, technology, vision, strategy, sales growth, marketing, client service, operations, practice management, M&A, and capitalizing on industry trends. He has been quoted in numerous retirement and financial publications and media sites including PLANSPONSOR, PLANADVISOR, 401kwire.com, the Chicago Sun Times, Defined Contribution, and more.

In this episode, we talk with Brandon Helms, MarshBerry Vice President on the five key strategies for financial advisors to build more value in their businesses. The conversation covers the importance of organic growth, differentiation strategies, succession planning, M&A opportunities, and understanding client demographics. Brandon emphasizes the need for advisors to think like stewards of their business, focusing on long-term success, and client relationships.  Brandon discusses: What is organic growth, why is it important, and how to propel it Key differentiators for retirement plan advisors Distinguishing the finer details of market appreciation versus actual growth Strategies for effective succession planning Services that firms are adding to evolve in the marketplace Transforming from students to stewards of your business And more Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing Connect With Brandon Helms: LinkedIn: Brandon Helms MarshBerry Brandon.Helms@marshberry.com  About Our Guest: As a Vice President on MarshBerry’s Financial Advisory team, Brandon’s background in building fast-growing financial advisor teams gives him a unique perspective on consulting with advisors on growth strategy and succession planning. His commitment to using clarity to make more informed decisions when working with clients helps drive retirement and wealth advisors to steward their businesses. Brandon’s core focus is providing financial advisors with ideas & insights specific to their business today that align with their vision for the future. Many times, this includes anticipating any potential challenges advisors face as they grow and ways to overcome them.

Rebecca Hourihan speaks with Blake Allison, founder and CEO of LifeCents, on the evolving concept of financial wellness, its challenges, and how it impacts both employers and employees. He emphasizes the need for personalized financial wellness programs and critiques overly complex, one-size-fits-all programs, advocating instead for tailored approaches that consider each employee’s unique financial situation, stressors, and goals. Blake highlights the importance of measuring success through behavioral changes rather than just numerical outcomes, advocating for a more holistic approach to financial health. Gain insight from today’s conversation as Rebecca and Blake highlight: People are more than numbers–what truly defines financial wellness Serving diverse employee needs–the significance of financial access and inclusion Beyond the bottom line–why every employer should invest in financial wellness  How LifeCents is Redefining Financial Wellness Programs The pitfalls of current financial wellness programs and how LifeCents innovates And more Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing Connect With Blake Allison: LinkedIn: Blake Allison LifeCents About Our Guest: Blake founded LifeCents with a mission to empower individuals by making financial health accessible, personalized, and behaviorally driven. Since 2005, Blake has championed a holistic approach to financial wellness, pioneering LifeCents as an adaptive platform that responds to each user’s unique needs, values, and goals. Under his leadership, LifeCents has set a new standard in the industry by combining technology, behavioral insights, and inclusivity to transform the way people engage with their financial health—changing lives and redefining what it means to be financially well.

Rebecca Hourihan is joined by Laura Garfield, co-founder of Idea Decanter, to discuss the evolution and significance of short-form content and video marketing, particularly for financial advisors. Laura emphasizes the importance of adapting to your audience’s evolving preferences, leveraging video for effective communication, and utilizing AI tools to enhance video production. Gain insight and actionable takeaways surrounding: Short-form video content  How to structure compelling video marketing strategies  AI’s role in enhancing video creation and engagement Maintaining consistency in content creation And more Connect With Laura Garfield: LinkedIn: Laura Garfield Twitter: Laura Garfield Idea Decanter Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta. 

Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing materials, and offers invaluable tips for maintaining meaningful connections with prospects and clients. Rebecca touches on: Transitioning from audio to video to stay current in a Zoom-forward world Utilizing AI tools to craft engaging and effective follow-up emails Updating marketing materials to make a strong visual impression Proactively setting meetings with detailed agendas to ensure efficiency And more Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing

In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections. Dive into the transformative impact of target date funds, the advent of automatic enrollment, and the challenges with retirement income solutions as Rebecca and Nevin discuss: How target date funds have simplified the investment process for 401(k) participants Why automatic enrollment could change significantly increase participation rates Challenges and missed opportunities regarding retirement income Forecasted growth and changes in the 401(k) industry by 2030. And more Resources: American Retirement Association (ARA) Nevin & Fred podcast Connect With Nevin Adams: LinkedIn: Nevin Adams Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Facebook: 401(k) Marketing YouTube: 401(k) Marketing Schedule a meeting with 401(k) Marketing About Our Guest: Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association.  One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less but continues to keep his eye on developments in, and threats to, the nation’s private retirement system.  In addition to helping guide the agenda development for the NAPA 401(k) Summit, he’s also the “Nevin” in the Nevin & Fred podcast (along with renowned ERISA attorney Fred Reish), offering irreverent, but relevant perspectives on the critical issues confronting plan sponsors, advisors, and retirement industry professionals. 

Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the importance of creating tailored content, and discusses the critical role of effective communication, highlighting the need to provide relevant and timely information without overwhelming the audience.  This episode is packed with insights and best practices for anyone looking to enhance their expertise and authority in the retirement plan community. Key takeaways include: The inception of 401(k) Marketing and the significance of tailored messaging for plan sponsors and participants The role of clear and honest communication in building trust and avoiding surprises The necessity of adapting to changing marketing trends and leveraging social media for greater visibility Insights into the ongoing convergence of wealth management and retirement plans And more Connect With Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Schedule a meeting with 401(k) Marketing

Did you know that approximately 10-12% of plan sponsors actively shop their plan every year? Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a plan sponsor might be at risk of leaving. Eric and Rebecca discuss: How advisors can utilize the Form 5500 data to gain actionable insights Crucial metrics that may signal a plan’s performance The importance of benchmarking (and the role of Judy Diamond Associates 2023 Annual 401(k) Benchmark Report) Eric’s guidance to advisors looking to differentiate from their competitors And more Resources: Retirement Plan Marketing Membership 2023 Annual 401(k) Benchmark Report Connect with Eric Ryles: Eryles@alm.com  LinkedIn: Eric Ryles Judy Diamond Associates Connect with Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Schedule a meeting with 401(k) Marketing

Are you tired of manual payroll processes eating up your time and resources? What if there was an efficient way to streamline payroll integration with your 401(k) recordkeeping? Learn how Payroll Integrations connects you to leading payroll systems and automates data transfer through APIs. Rebecca Hourihan and guest Jeff Kayajanian, principal and chief revenue officer at Payroll Integrations, have an insightful conversation about the revolution of retirement plan management. Jeff and Rebecca discuss: The importance of 360 integration in the retirement plan industry Costs and benefits of API integration for employers in a fee-sensitive world Payroll Integration’s partnerships with record keepers and TPAs The future of integrated benefits solutions and simplified participant experiences And more Resources: Retirement Plan Marketing Membership ADP Paychex Connect with Jeff Kayajanian: LinkedIn: Jeff Kayajanian Payroll Integrations Connect with Rebecca Hourihan:  rebecca@401k-marketing.com  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Schedule a meeting with 401(k) Marketing