401(k) Roundtable
401(k) Roundtable
Podcast Description
401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.
Podcast Insights
Content Themes
The podcast covers a wide range of topics relating to retirement planning, including the impact of market trends on investment decisions, the importance of financial wellness in the workplace, and legislative changes affecting retirement policies. For instance, episodes have explored market predictions for 2025, the role of technology in financial services, and the implications of the SECURE 2.0 legislation.
401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.
In this episode of The 401(k) Roundtable, host Rick Unser welcomes Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to unpack the economic story of 2025 and what it means for retirement plans. From market resilience in the face of geopolitical unrest and sticky inflation to the rise of AI-driven investing and concentrated equity markets, Meera shares her perspective on how long-term investors, especially 401(k) participants, can navigate what’s next. You’ll hear insights on diversification, consumer sentiment, global opportunities, and the importance of staying disciplined in uncertain times.
Link to JPMorgan’s “Guide to the Market”: Guide to the Markets Q1 2026
Disclaimer
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