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Retireholics
1st & 3rd Thursdays at 4:30pm (PT)
Retireholiks
DOL Alternative Investment Rule: Six-Factor Test Explained
01:27:29
DOL Alternative Investment Rule: Six-Factor Test Explained
01:16:20
Scott Colangelo: Guaranteed Income as 401(k)'s Fourth Pillar
01:19:04
Fee Compression & Plan Design Strategy | Stephen Daigle
01:08:34
Retirement Mortgages: Innovation or Fiduciary Risk?
01:08:44
Fee Disclosure Opacity & Advisor Compensation Data
01:28:49
Fintech Disruption: AI Tax Agents & Venture Capital Math
01:11:14
AI Tools, Radish Plans & Recordkeeper Disruption
01:07:09
Advisor Burnout & Sales Fundamentals: 2025 Wrap-Up
01:03:04
Trump Accounts vs. 529s + Fiduciary Conflicts
01:12:59
Record Keeper Switches & MVAs: Ellis, Moody, Itzoe | Retireholics
01:13:04
Litigation, Pooled Plans & Private Equity in 401(k)s
01:26:20
Lisa Gomez on EBSA Regulation & Retirement Plan Innovation
01:21:54
Pooled Employer Plans: Complexity Over Cost Savings
01:30:59
Josh Itzoe: EBSA Reforms, PE in 401(k)s & Aggregator Trends
05:25
Retireholics Breaking News - IRS final regulations on Roth catch-up
01:05:56
Theresa Conti: Industry Consolidation & Fiduciary Conflicts
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