401(k)ouple Podcast

Find Richard on LinkedIn - https://www.linkedin.com/in/scoringsuccess/ In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with Richard Becker, CEO, Texas Retirement Planners, CFP®. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

Find Mahesh on LinkedIn - https://www.linkedin.com/in/maheshnatarajan/ In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with Mahesh Natarajan, Chief Revenue Officer at Congruent Solutions. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with The 401(k)Girls, Jessica Porter and Hayley Porter. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

What do plan sponsors still get wrong about running a 401(k) plan — and what’s changing fast as we head into 2026? Find JoAnn on LinkedIn - https://www.linkedin.com/in/joann-cassell-5096765/ In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with JoAnn Cassell, Employee Benefit Plan Auditor and ERISA compliance expert, to unpack the most common (and costly) mistakes plan sponsors make — plus how technology and AI are starting to reshape audits, compliance, and fiduciary risk. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

In this episode, Christopher and Katherine sit down with Jason Wroblewski — the 401(k) Guy — to break down why his content resonates, how advisors can communicate more clearly, and what’s really going on with the rise of “15-minute” fintech 401(k) plans. Insightful, candid, and packed with industry perspective. Whether you’re a plan sponsor, advisor, or retirement industry professional, this conversation is packed with real-world insight you can use right now. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

On this episode of the 401(k)ouple Podcast, Christopher and Katherine sit down with Daniel Sargent from the Hunter Benefits sales team to talk about the current state of the retirement industry, where it’s headed, and what advisors and plan sponsors need to know about the Davis-Bacon Act and prevailing wage plans. With years of experience helping employers and advisors navigate complex plan rules, Daniel brings a fresh and practical perspective on how relationships, communication, and compliance all work together to create better retirement outcomes. Whether you’re a plan sponsor, advisor, or retirement industry professional, this conversation is packed with real-world insight you can use right now. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

What does it take to build trust in an industry full of acronyms, compliance, and complexity? On this episode of the 401(k)ouple Podcast, Christopher and Katherine sit down with two Hunter Benefits team members. Robin, with 43 years of experience, and Kalin, brand new to the retirement plan industry. Whether you’re a plan sponsor, advisor, or fellow retirement plan pro, this conversation is full of insight on what it really takes to build lasting trust and deliver retirement plans that work. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

In this episode, Christopher and Katherine talk about the evolution of tech in the retirement industry. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

Follow Sue on LinkedIn: https://www.linkedin.com/in/susan-dawson-4772333/ In this episode, Christopher and Katherine (The 401(k)ouple) meet with Susan Dawson in the studio to delve into the critical topic of succession planning for businesses. They share humorous anecdotes, discuss the importance of having a solid plan in place, and explore the intersection of retirement plans and business value. The discussion highlights real-life scenarios that emphasize the need for proactive planning and the role of employees in ensuring business continuity. The conversation also touches on the potential impact of AI in business planning and the importance of having a supportive team of advisors. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

Follow Tristan on LinkedIn: https://www.linkedin.com/in/tristan-smith-2b753315/ In this episode the 401(k)ouple, we are joined by Tristan Smith as she shares her extensive experience in the financial services industry, discussing her career journey, insights from corporate America, and the importance of authenticity in leadership. She emphasizes the role of TPAs in providing safety and support, the impact of VC money on the industry, and the necessity of making one's own weather in a rapidly changing environment. Tristan also highlights the power of asking the right questions to foster collaboration and problem-solving in business. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

Follow Sheri on LinkedIn: https://www.linkedin.com/in/sherifitts/ In this episode the 401(k)ouple dives into the world of marketing, personal branding, and leadership with the one and only Sheri Fitts. Sheri shares her journey through the financial industry, how she built a powerful personal brand, and what it takes to truly connect with clients and teams. Use promo code "401kouple" to get $100 off registration for Sway Live, Sheri’s incredible retreat experience designed for retirement pros who want to build a more intentional business and life. 📍 Learn more about the resort in Sequim, Washington: https://www.sunsetmarineresort.com/ We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most! Learn more: https://hunterbenefits.com/ Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional

Follow Melissa on LinkedIn: https://www.linkedin.com/in/melissaterito/ Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we discuss everything from retirement plan operations to building a personal brand. Melissa’s journey from high school math teacher to equity partner at Sentinel Pension is so interesting! Some key takeaways: ✔️ Boundaries at work = more balance and better leadership ✔️ Empowering your team is key to growth and satisfaction ✔️ Setting clear expectations makes all the difference ✔️ Saying “no” helps protect your time and energy Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Lia's Website: https://www.theblissmagic.com/ Follow Lia on LinkedIn: https://www.linkedin.com/in/liabliss/ Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we discuss LinkedIn secrets with Lia Bliss, a Digital Visibility Strategist, LinkedIn Keynote Speaker, and Sales & Marketing Transformer. In other words, a LinkedIn expert. Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this solo episode, we discuss why you should hire a retirement TPA for your business. Compliance isn’t just about checking a box—it’s about risk management, accurate plan administration, and protecting both your business and employees. A TPA ensures: ✔️ Your plan meets legal standards ✔️ Avoids costly mistakes ✔️ Functions smoothly year after year ✔️ You get the most out of your plan Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we welcome Travis Jack, CPA, QKA and managing member at Metz CPA, to discuss the intricacies of retirement plan audits. The conversation covers the recent changes in audit requirements, the importance of auditor experience, and the challenges faced by plan sponsors in preparing for audits. Travis shares insights on audit quality indicators, common compliance failures, and the evolving landscape of the auditing industry, emphasizing the need for thorough preparation and understanding of regulations. Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we’re joined by Kevin Spaeth from Pen Checks. With extensive experience across various sectors of the retirement industry, Kevin offers a unique perspective on the industry's current state and the significant changes expected in 2025. Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this special episode, we are guests on Sue Kirchners Turbo Branding Show where we talk about branding and standing out in the retirement industry. Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we talk to our guest, Ralph DelSesto, Head of TPA Distribution & Conference Support Strategy at Voya Financial about how the retirement industry is changing and the relationship between record keepers and TPAs. Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we talk to our guest, Eric Dyson, about fiduciary responsibility and being an expert witness. These 5 fiduciary shortcomings were told to Christopher by Eric. As such, they are his understanding of the concepts. They are in no particular order: 1. Not fully understanding how revenue sharing is used in a plan and how it affects fund costs. 2. Not understanding that they can't fully delegate their responsibilities and that the service providers need to be monitored. 3. The committee meeting minutes are too cursory. They do not demonstrate "loyalty and prudence." 4. A "Committee of One" - the rest of the committee does not challenge the most senior executive. All fiduciaries must remember that they are equals. 5. Not following the plan document and not making timely deposits. Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you! Want to learn more? Go to our site! https://hunterbenefits.com/ Contact us at [email protected] #Retirementplans #401k #Retirement #RetirementProfessional #Retire

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we talk about the impact of the Chevron Supreme Court decision on 401(k) plans, how laws are made in the U.S, and settled law vs unsettled law regarding retirement plans.

Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we talk about ERISA's 50 year anniversary and how they impacted the retirement industry. We also talk about why people thought the old days were "The Golden Age Of Retirement" and why that may not be true.