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The Executive Interview Podcast
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How Innovation and Optimism Are Changing the TPA Industry
What are the biggest challenges facing TPAs, RIAs and recordkeepers? And what will be most impactful from all that we’re seeing on the legislative and regulatory front? We turned to PenChecks’ President and CEO, Spiro Preovolos and Scott Okrasinski, the firm’s National Sales Director, to answer these important questions and more.
They joined us to discuss PenChecks' transformation into a true fintech solutions partner, its exponential growth and cultural transformation, and what it means for better retirement outcomes.
Critically Important Lessons About Defined Contribution Guaranteed Income
What did the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s passage in 2019 do for lifetime income in retirement plans, and what lessons can be learned from the success of pension risk transfer?
We turned to Securian Financial to help answer these increasingly important questions. Kent Peterson, Vice President of Institutional Retirement Solutions, and Nick Volkmann, Actuarial Director and CFO, join us with a lot to say on the topics.
How to Evaluate, Determine the Most Suitable Lifetime Income Option(s)
The momentum around retirement income products has gained steam as participants are increasingly interested in adding a strategy for guaranteed lifetime income. With a wide range of features, fee structures, and implementation options, it can be difficult to know where to get started.
Thankfully, we have Allianz Life Insurance Company of North America’s Michael De Feo to help explain. In this podcast episode, we’ll walk through different product types, and provide guidance on how to evaluate and help determine a suitable option, or options, available for a plan.
13 Emotions You Will Experience When Selling Your Advisory Business
- Speaker: Dick Darian and Peter Campagna
- Sponsored By: Wise Rhino Group
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M&A expert Peter Campagna, Managing Partner at Wise Rhino Group, has a list of common emotions that advisors face when they decide to sell their business.
“Fully 80% of M&A is managing emotions,” Campagna says. “The financial stuff is somewhat easy, but they’re selling their life’s work. They’re serial entrepreneurs who are going to become W-2 employees, and it’s a big mental shift.” He joins us to run through the 13 emotions that happen in four phases during the process
Guaranteed Lifetime Income: The Participant’s Point-of-View
Interest in guaranteed lifetime income is growing, but plan participants want more than just a reliable monthly income stream. Flexibility, accessibility, and other personalized features are paramount to helping participants achieve outcomes aligned with their unique priorities.
We sit down with Michael De Feo, Head of Defined Contribution Distribution at Allianz Life Insurance Company of North America (Allianz), to discuss how guaranteed lifetime income solutions, such as in-plan annuities, can help increase the likelihood of positive participant outcomes.
The 10 Biggest 'Things' That Affect the Value of Your 401(k) Advisory Business
- Speaker: Dick Darian and Peter Campagna
- Sponsored By: Wise Rhino Group
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Fee compression and commoditization have hit every area of financial services--retirement advisors are no exception and it’s only slated to get worse. Why, and how is it addressed?
Much more will have to be done with much less, but it will create resilience and will improve the firm’s enterprise value if and when the business is sold. We turned to M&A advisory firm Wise Rhino to tell us why.
Why It’s (Finally) Time to Get Excited About In-Plan Retirement Income Products
As retirement plan advisors certainly know, the reduction of defined benefit pension plans and the rise of their defined contribution counterparts means more Americans are more responsible for their income in retirement.
While products and strategies exist to aid workers with accumulation and income, it’s a complicated challenge. Thank goodness Mike De Feo is here to help.
What's Right (and Wrong) With Retirement Income
What’s happening with lifetime income products in retirement plans? It’s a loaded question and a major topic but thankfully, we have Brendan McCarthy here to help us sort it all out.
McCarthy, Head of Retirement Investing at Nuveen, is on the front lines of the retirement income battle. He joins us to discuss the challenges of the 401(k) generation, what it will take to get widespread retirement income adoption, and how something called longevity literacy can help.
The M&A Frenzy and Future of Recordkeeping
- Speaker: A.J. Ijaz and Theodore Schmelzle
- Sponsored By: The Standard
The Standard rocked the retirement plan recordkeeping world last October when it announced its acquisition of Securian Financial’s retirement plan recordkeeping business.
Part of ongoing industry consolidation, it was major news for 401(k) advisors, sponsors and participants. How well is the integration going, what's next for the players, and how will it affect the retirement space overall? We sit with key insiders for answers.
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