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PODCAST · business

The 401(k)lub POD

by 401JA(k)E

Welcome to The 401(k)lub POD, hosted by the ambitious, passionate, 401(k) practitioner Jake Rushton, AIF. On this podcast you will hear from 401(k) industry leaders, business owners, employees, and other influencers to help you win more business efficiently and effectively. You will also hear ideas about sales, operations, marketing, personal branding, and lifestyle design. The content we cover will be useful for anyone in the 401(k) industry including advisors, wholesalers, TPAs, auditors, and plan sponsors. Get ready to take your 401(k) practice AND YOUR LIFE to a new level!

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Episodes

  1. Modern Content Creation with Lara Acosta from LA Digital

    Lara is crazy sharp when it comes to content and social media algorithms. We cover ideas to hopefully light a fire under your a$$ to take some action. Connect to Lara here: https://www.linkedin.com/in/laraacostar/ Or check out her agency here: https://www.ladigital.club/

  2. Start Selling Compliance on YOUR Vision!

    Too many times I hear our industry blame compliance. We need to change this and it starts with you. Make the sale to compliance on the vision you have and why it's necessary that you produce content for the world. https://www.linkedin.com/groups/13923293/

  3. Venrollment with Justin Tarantin

    Helping employees enroll is a critical part of every 401(k) plan. Now with more employees working remote the old fashioned cafeteria meetings are dying quick. And what about the new employees who aren't eligible yet. Don't you think in a the modern world where we all have phones in our pockets we...

  4. Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo

    Connect with Anthony here. Join the 401(k)lub here.

  5. Jeanne Fisher - The ROTH 401(k) Battle

    Um... if you don't follow Jeanne where have you been? She is the 💣. See you in the 401(k)lub!

  6. Good Advisors Finish First with John Stadtmueller

    Connect with John here. Follow #goodadvisorsfinishfirst Get in the 401(k)lub!

  7. How to help more Dentists with Dr. Dan Nelson DMD

    If you have any dentists whop would like to improve their practice, check out Dr. Dan's Elevation Association.

  8. Instant Cash Balance Plan Illustrations with Dan Harding - WealthPrime Founder

    Connect with Dan Harding here. Join the 401(k)lub here

  9. Options in a conservative 401(k) portfolio?! John Ruth from Build Asset Management explains how.

    Connect with John Ruth here Join the 401(k)lub here

  10. Don't miss the Linkedin opportunity with MARC VANJA MIŠANOVIĆ

    Connect with Marc HERE Join the 401(k)lub HERE

  11. Was your CRM made for the 401(k) Industry? If not, check out this episode

    The Force Manager 5500 CRM is really gaining momentum in the 401(k) space. I know how hard it is for sales people to really love a CRM, so when I saw this one it really impressed me with some of the ways it SAVED me time instead of taking more of it. Reach out to Luke White and Lou Ritchie to…

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  12. New 2022 rules for health insurance broker compensation - Steve Watson CPA, SHRM-SCP

    Are you ready to be responsible for knowing your health insurance brokers compensation? The new rules put that on the employers. Make sure you are ready! Connect with Steve Watson HERE

  13. Josh Itzoe - How to REALLY build a winning 401(k) practice.

    Josh Itzoe drops some of the most incredible ideas in this show. You will learn how to manage your time and team. How to scale and if writing a book is really worth it. Jump in the (k)lub today! https://www.401klub.com/

  14. Bradford Kadelski - Executive Compensation Solutions

    Brad Kadelski Brad is an expert in non-qualified deferred compensation plans. He also specializes in key man strategies. These are often a great tool for your clients to reduce risk. Text 401JA(k)E at 385-220-8548 https://www.401klub.com/

  15. Chad Johansen - How to win control and affiliated service groups.

    Chad is one of the biggest names in the 401(k) industry on the hit show Retireholiks. He has an insane amount of plan design (k)nowledge and will be helping us better understand control and affiliated service groups. Text 401k to: 385-220-8548

  16. David Alsop - Better ways to work with HR

    David Alsop is currently the Head of HR for Ultradent, a manufacturing company with over 1,400 employees. He is also the founder of Jumpspark, a new movement in HR. David will be teaching us how to approach HR and spark change to the 401(k). Check out the video of this episode here. Text me...

  17. Steve Watson - Finding more $$$$ in Healthcare for 401(k)s

    Steve is taking massive action as a CFO and CHRO. He is also filing his free time by helping other companies fix their healthcare insurance plans. He is the founder of Trendbreakers, which is how he is changing the way companies manage healthcare. Steve will teach us how to look for ways to find...

  18. Elise Micheals - Leadership Mindset

    Stop trying to do everything yourself! A real leader knows how to manage expectations and communicate. Elise Micheals explains her thoughts around this today. Text me at: 385-220-8548 for more 401(k)lub updates! https://www.401klub.com/ Also, I'm on clubhouse @401JA(k)E

  19. Rebecca Hourihan's 401(k) Marketing Magic

    I rarely find an advisor in the 401(k) space that hasn't heard Rebecca Hourihan. She is THE AUTHORITY in marketing for anyone looking to do 401(k) business. She is the CMO at her firm, 401(k) Marketing. They provide help for advisors who need a full brand, brochures and sales processes. They also...

  20. Win on Linkedin with Chaz Horn

    I met Chaz on Linkedin. His content caught my attention and then he took it step further and engaged with me through a direct message and a video. He has nearly 30 years experience in B2B sales and it's very apparent he knows what he is doing. Now, I get hundreds of these direct messages each...

  21. Changing the status quo with Ary Rosenbaum

    Early in my career I spent hours learning online and one source kept showing up from the one and only Ary Rosenbaum. I'm sure you have had a similar experience while looking for an answer to a tough 401(k) plan question. Ary has been consistently sharing some of the most direct and useful content...

  22. Strategic Benefit Plan Design with Aaron Pottichen

    Aaron Pottichen is one of biggest influencers in the 401(k) Industry! It doesn't take long to see why. His approach to find ways to help his clients create savings to fund the most advantageous 401(k) plan designs is a strong talent his clients benefit from. It includes creative complete benefit...

  23. Niching down and bring more value with James Hou, JD

    James Hou is an attorney who was drawn to the insurance industry early in his career. He has found his niche helping physicians reduce risk through the right coverage. I have been fascinated with some of the case studies James has shared with me and scared with others. In my experience, one of…

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  24. Next level thin(k)ing with Alex Assaley

    Alex Assaley has done some incredible work in the 401(k) industry. One of the most impressive is his attention on participant education. I've looked to Alex as an influencer for many years and it was a really fun to finally sit down and talk with him. You can learn more about Alex here. Make sure...

  25. Dan Kravitz teaches us how you can bring REAL VALUE with a Cash Balance Plan.

    Dan Kravitz has been in the industry for over 25 years. In this episode you will learn why cash balance plans are an account you need to learn and know how to explain. Dan tells us why and how he build the strongest cash balance brand in the country. He also covers how you can get started or take...

  26. How Wealthy Tiffany went from a 401(k) participant to a successful wealth mentor by age 38.

    This episode was a fun look at the 401(k) experience from the eyes of a participant. Tiffany Thomas is an old friend of mine who was sick of working in her 9-5 job so she took action and found a way to not only be financially independent, but she is also helping others do the same. She is now…

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  27. Why you MUST partner with the right TPA. A deep dive with Shannon Edwards.

    Look I know bundled sounds good in the early stages of a plan, but you may be setting yourself up for a compliance nightmare. Partnering with the right TPA in your 401(k) practice is one of the best ways to win long term. It may cost a little more, but the value will be much higher. In this…

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  28. How YOU need to react to the CalSavers program with Tom Frost.

    Tom Frost is a 401(k) advisor is southern California doing something super valuable and honestly very unique. He is the founder of The 401(k) Plan Company. His mission is simple, to help employers provide a better solution and avoid the expensive penalties for not offering a retirement plan. The...

  29. What makes a TOP Retirement Plan Third Party Administrator? (A convo with Ronald Stair)

    I had an amazing conversation with Dr. Ronald Stair from Creative Plan Design. If you are looking for some ideas on how to approach the retirement industry as an advisor, wholesaler, or administrator this is the right podcast for you. Connect with Ronald here on Linkedin.

  30. Life and practice advice from Rockstar Matthew Jackson

    This episode was so much fun for me! Matthew Jackson is so genuine and experienced. He is driven with a "WHY" that will push you to be at your best. Check out what he is doing in the managed account space at 401(k) Maneuver. Or you can even find his bestselling book on Amazon.

  31. Does your proposal process suck? We have Scott Buffington here to help you fix this!

    I always hate staying up late to fix and review a proposal to get it just right. Seems like a huge wast of time and honestly very old fashioned. Lucky for us, I'm not the only one who feels this way. Scott Buffington, the Founder and CEO of 401plans.com spent some time with me today explaining…

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  32. 3 Reasons a NO MATCH 401(k) PLAN still makes sense.

    Tons of business owners want to offer a 401(k) plan, but often struggle to commit to a match. Does it make any sense to set up a plan in this scenario? Let's talk about 3 valid reasons the answer is YES! https://www.401jake.com/ #401k #Financial Advisors

  33. How to win MORE 401(k)'s with Benefits Brokers! Starring Katie Wood

    We all know the 401(k) plan fits into an employers overall benefits package, but how many of you are spending time working with the benefits broker. This relationship is one you need to work on and give back to if you want incredible results. Executive teams often turn to their benefits brokers…

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  34. What's going on with HSA's?

    The HSA is quickly becoming the go to retirement account. What do you need to understand to prepare your 401(k) practice? The big players are making moves to capture assets. You need to spend time on this website to stay relevant and valuable: https://thehsareportcard.com/ Make sure to join our...

  35. Top 3 qualities to look for in a TPA

    You know how much I value a top notch TPA (Third Party Administrator) partner. They can help you win more plans with plan design help than almost any other way. They can come in the form of a CPA firm, a specialists firm, or inside of a recordkeeper. So how can decided who to trust to help your...

  36. How to review 401(k) record-keepers.

    A HUGE value you must bring to the table in your advisor role is knowing which record-keepers to recommend. In this episode I discuss the key points to review and consider when you start to look for a better home for your 401(k) plans. You must consider the service, technology and pricing. A…

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  37. Should we pay attention to PEP 401(k) Plans? Special Guest Brendon Moore

    The SECURE Act approved the new PEP or Pooled Employer Plan option for 2021. I wanted to explore this new option with Brendon Moore, and advisor out of Hartford Connecticut. He is working to launch a PEP in January 2021. Listen in as we discuss the good and bad of this new plan option. We both...

  38. The MEGA 401(k) plan experience with Klodian Mitri

    My good buddy Klodian finished up 8 years as a consultant for Deloitte. He is a triple major CPA with a ton of experience looking to make his next move. As a pro elite Ironman triathlete he knows how to push it and not take no for an answer. I was fascinated to hear how he managed his 401(k). It...

  39. (k)now your role!

    I see a ton of advisors trying to run their business AND be an advisor. This limits your growth and full potential. You need to figure out what you love and excel at. Double down on that! Next (k)lub Sesh July 17th: https://www.401jake.com/sesh

  40. Retirement Roc(k)star Joey Ossey is changing the 401(k) world!

    Joey Ossey is one of a kind. His story of following his passions is contagious. You will learn how he combined his love for the drums with the 401(k) space to bring a valuable solution for advisors all over the country. Follow him here: https://www.linkedin.com/in/joey-ossey-aif®-crps®-6959583a...

  41. Ta(k)e the BIG JUMP today!

    What’s stopping you from reaching your goals? Most of us know exactly what we need to do, however, we feel safer following the status quo doing the same things daily. It’s time to get out and take action. If you are looking for help, I've posted my top 5 secrets for 2020 over at...

  42. (k)ick taxes with Chad Johansen

    Safe Harbor is only the start to a great plan design. You need to know what questions to ask to steer the business owner in the right direction. They won't have a clue what the gateway percentage is, but you SHOULD! Listen up to learn from one of the best in the industry! Chad Johansen explains…

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  43. How to respond to 401(k) tax fears.

    It's obvious no one likes taxes, but to say the 401(k) is a bad tax move makes ZERO sense to me. In this episode I discuss why some people try to use taxes to scare people into other financial products, when in fact they should do the opposite and try to understand how to maximize tax savings in...

  44. Plan design with the 401(k) Builder Nate Salisbury

    Understanding the proper plan design is critical for each industry. Today we discuss what niche Nate is in and how he brings value. You can learn more about Nate here: https://independent401kadvisors.com/construction/ Don't miss the (k)lub Sesh: https://www.401jake.com/sesh

  45. Why do ties SCARE people?

    I've found I connect way more with 401(k) participants when I'm not in a suit and tie. Why is that? Does it really matter what the advisor is wearing?

  46. How do I win 401(k) plans with the right cadence!

    You need to listen, be patient, and adapt. Every client is very different!

  47. What can we learn from SGN? Come on JIM!

    Audience is key. How do you create an audience? Let's dig in.

  48. Is there 401(k) influencer marketing?

    Why is everyone thinking they have a secret weapon? The product isn't your weapon, your value is.

  49. What is a 401(k) blackout?

    Blackouts sound scary, but they really aren't that bad if you focus on communication.

  50. Three steps to a great 401(k) enrollment meeting

    Have you ever been to a boring 401(k) meeting? I have and it sucked and made me avoid starting a 401(k) for years. I want to share with you how I've made improvements to see better outcomes for employees.

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ABOUT THIS SHOW

Welcome to The 401(k)lub POD, hosted by the ambitious, passionate, 401(k) practitioner Jake Rushton, AIF. On this podcast you will hear from 401(k) industry leaders, business owners, employees, and other influencers to help you win more business efficiently and effectively. You will also hear ideas about sales, operations, marketing, personal branding, and lifestyle design. The content we cover will be useful for anyone in the 401(k) industry including advisors, wholesalers, TPAs, auditors, and plan sponsors. Get ready to take your 401(k) practice AND YOUR LIFE to a new level!

HOSTED BY

401JA(k)E

CATEGORIES

business

Frequently Asked Questions

How many episodes does The 401(k)lub POD have?

The 401(k)lub POD currently has 59 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The 401(k)lub POD about?

Welcome to The 401(k)lub POD, hosted by the ambitious, passionate, 401(k) practitioner Jake Rushton, AIF. On this podcast you will hear from 401(k) industry leaders, business owners, employees, and other influencers to help you win more business efficiently and effectively. You will also hear ideas...

How often does The 401(k)lub POD release new episodes?

The 401(k)lub POD has 59 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to The 401(k)lub POD?

You can listen to The 401(k)lub POD on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts The 401(k)lub POD?

The 401(k)lub POD is created and hosted by 401JA(k)E.
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