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.
What this episode covers
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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