Ep. 61: Rebalancing, regulation & the rise of AI: What you should know episode artwork

EPISODE · Mar 19, 2026 · 17 MIN

Ep. 61: Rebalancing, regulation & the rise of AI: What you should know

from The Retirement Success Pod(k)ast

In this episode, we talk with Kevin Merrow, President of ADP Strategic Plan Services, LLC, to explore the evolving role of alternative assets in 401(k) plans and why disciplined rebalancing remains critical in volatile markets. Kevin also shares insights on how asset managers are leveraging AI to enhance investment decision-making and portfolio outcomes.

In this episode, we talk with Kevin Merrow, President of ADP Strategic Plan Services, LLC, to explore the evolving role of alternative assets in 401(k) plans and why disciplined rebalancing remains critical in volatile markets. Kevin also shares insights on how asset managers are leveraging AI to enhance investment decision-making and portfolio outcomes.

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Ep. 61: Rebalancing, regulation & the rise of AI: What you should know

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This episode was published on March 19, 2026.

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In this episode, we talk with Kevin Merrow, President of ADP Strategic Plan Services, LLC, to explore the evolving role of alternative assets in 401(k) plans and why disciplined rebalancing remains critical in volatile markets. Kevin also shares...

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