401(k) Specialist Podcast

What if retirement savers could use leverage to potentially build more wealth inside their 401(k)? That’s the unconventional idea behind Basic Capital’s “Retirement Mortgage,” a unique approach that brings leveraged investing into workplace retirement accounts offered by the fintech recordkeeper. Basic Capital Co-Founder and CEO Abdul Al-Asaad joins Editor-in-Chief Brian Anderson to explain why the Retirement Mortgage was created and how it works; why it’s not for everyone; and how plan spons...

Growth stocks—and more recently a relatively small group of mega-cap technology companies—have dominated market attention for much of the past decade. But shifting market conditions are putting a renewed spotlight on diversification, valuations and the role value investing can play in retirement plan portfolios. Invesco U.S. Senior Client Portfolio Manager Sergio Marcheli joins 401(k) Specialist Editor-in-Chief Brian Anderson to discuss the current environment for value investing, where oppor...

Fiduciary responsibility has always been a core part of running a retirement plan, but with continued litigation, an evolving investment landscape and changing regulatory expectations, staying on top of those responsibilities isn’t getting any easier. So how can retirement plan advisors make fiduciary support an ongoing strategy rather than a one-time box to check? And what kind of support do they need to help their plan sponsor clients navigate that responsibility? Nathan Voris, head of go-t...

It’s been a little more than a year since President Trump signed an executive order seeking to expand access to alternative assets in 401(k) plans, clearing a path for private equity, private credit and other alternatives to become part of the defined contribution plan equation. But creating the products may be the easy part. Broader adoption still requires addressing key operational and fiduciary challenges around liquidity, valuation, fees and oversight—and preparing advisors and investment...

As market volatility, concentration risk and evolving retirement income needs reshape the defined contribution landscape, plan sponsors are taking a fresh look at the role of active management in participant portfolios. That is the subject of 401(k) Specialist’s latest “Deep Dive,” and it’s what we’re talking about with MFS Investment Management Lead Retirement Strategist Jeri Savage in this episode of the 401(k) Specialist Pod(k)ast. We’ll discuss why active management is back in the convers...