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.
What happens to a 401(k) account after an employee leaves, and what happens to those accounts when an entire plan terminates?
On this episode of 401(k) Roundtable, Peter de Silva, CEO of IRALOGIX, joins us to discuss the often-overlooked back end of retirement plans. We explore the challenges surrounding terminated participants, missing and unresponsive account holders, and plan terminations, along with the responsibilities plan sponsors need to keep in mind. Peter also shares practical considerations for managing these situations and why having a strategy in place before issues arise can make all the difference.
Disclaimer
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