Best Wayne Toland Podcasts (2024)

1
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart 11:37

4d ago11:37

11:37

There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some se…

1
How AI is Changing the Game with Financial Finesse’s Liz Davidson 15:27

25d ago15:27

15:27

Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aimee, and how AI really is turning into a game-changer fo…

1
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan 16:39

1M ago16:39

16:39

The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit. We get a preview of the big event from two of the key people in charge of putting it together in Nevin Adams and John Sullivan, the former and current Chief Content Officers for t…

1
Defending the 401(k) with ICI's Sarah Holden 16:49

2M ago16:49

16:49

The 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Retirement Savings for Americans Act” that many in the workplace retirement market believe would constitute …

1
Matt Gray & Todd Levy 23:16

2M ago23:16

23:16

Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that are helping these solutions gain traction—and more widespread adoption—in 401(k) plans. Matt Gray, Ass…

1
Jeanne Sutton 11:08

3M ago11:08

11:08

Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dodgers. Interestingly, he deferred $68 of the $70 million…

1
Tamiko Toland 9:22

3M ago9:22

9:22

Catching Up with 'Annuity Yoda' Tamiko Toland Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland. After stints at TIAA and CANNEX, the thought leader in retirement and annuities in the indi…

1
Wayne Park 13:45

4M ago13:45

13:45

The Year Ahead with John Hancock Retirement CEO Wayne Park As the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leader in John Hancock Retirement CEO Wayne Park. With oversight over all aspects of John Hancock Retirement’s business, Park is an ideal person to shed in…

1
Brian McDonnell 12:25

5M ago12:25

12:25

IBM sent shockwaves through the retirement industry recently when it was revealed that the tech and computing giant is halting its 5% 401(k) match in favor of a 5% contribution to a new, portable, immediate-vesting pension called a “Retirement Benefit Account.” Joining us to discuss this move and its wider implications within the retirement industr…

1
101 Another return 2:14:14

5M ago2:14:14

2:14:14

Back again with Cousin Mike and Isaac Edlin. We are all over the place... Talking over each other, going off the rails, and changing the subject at the drop of a hat, just like you have come to expect from your favorite local podcast. Thanks for listening!By Wayne Toland Corey Edlin

1
Lance Schoening 16:53

6M ago16:53

16:53

2024 SECURE 2.0 Insights with Principal’s Lance Schoening As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in the industry really excited. One of those people is Lance Schoening, Director of Policy at Principal, the…

1
Jason Berkowitz 14:21

6M ago14:21

14:21

IRI’s Jason Berkowitz: Why Biden’s Fiduciary Rule Gets it Wrong While the American Retirement Association is among those saying “fair” when it comes to the Department of Labor’s new proposed retirement security rule released last week that seeks to update the definition of an investment advice fiduciary under ERISA, many insurance-based organizatio…

1
Lisa Gomez 16:15

6M ago16:15

16:15

Talking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez It’s been about a year since the Honorable Lisa M. Gomez was sworn in as the Assistant Secretary of Labor, and quite a busy year it’s been for the head of the Employee Benefits Security Administration, which is responsible for administering, regulating and enforcing provisions of ER…

1
Jania Stout 12:48

7M ago12:48

12:48

When you want to gain insight about what’s going on in the retirement industry, you want to talk to someone who’s in the loop and immersed in the business. We can’t think of someone who fits that description better than Jania Stout. 401(k) Specialist’s “Top Advisor by Participant Outcomes” in 2020 is now the Senior Vice President, Retirement + Weal…

1
Jennifer Flitton 11:57

7M ago11:57

11:57

Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January. To learn where things stand on a …

1
Andrew Biggs 17:24

8M ago17:24

17:24

Andrew Biggs Explains Why There is Really Is No Retirement Crisis In an environment where Americans are repeatedly told by mainstream media that they are facing a serious retirement savings crisis because they aren’t saving enough, there’s one person who repeatedly stands up to refute these claims. Andrew Biggs, Senior Fellow at the American Enterp…

1
Derek Fiorenza 15:14

8M ago15:14

15:14

Building Client Relationships with Advisor Derek Fiorenza Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain the somewhat unique approach he has to building client and participant relationships. Fiorenza, who serves as the Vice President, COO and CCO of Summit …

1
Joe Hendrickson & Brian Lenz 17:35

9M ago17:35

17:35

Lifetime Income Solutions in 401(k)s Allianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market Momentum In-plan guaranteed lifetime income solutions, such as annuities, have received plenty of attention in the wake of the SECURE Act of 2019 and 2022’s SECURE 2.0 legislation, which made it significantly easier to add these types of s…

1
Fred Reish 17:20

9M ago17:20

17:20

Fred Reish’s DOL Fiduciary Rule Update The retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its fiduciary rule, and whether or not a retirement plan-to-IRA rollover recommendation made by an advisor who is a fiduciary to a plan or participant constitutes a fiduciar…

1
Rebecca Hourihan 13:14

10M ago13:14

13:14

Retirement Advisor Marketing with Rebecca Hourihan We were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) marketing efforts these days, and what kind of investments in time and resources they are making in efforts to grow their business. For answers, we checked in with Rebecca Hourihan, Founder and Chief Market…

1
Justin Livengood 16:54

11M ago16:54

16:54

Exploring the Mid-Cap Market with Invesco’s Justin Livengood Our guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment menu, and explains why most 401(k) participants are probably not aware of just how overly exposed they are right now to just a handful of the biggest…

1
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors 22:39

12M ago22:39

22:39

The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work and role of financial advisors moving forward. High-profile advisor Michael Kitces—the “Chief Financial Planning Nerd” at Kitces.com, Head of Planning Strateg…

1
Sheri Fitts 13:05

12M ago13:05

13:05

Why Financial Advisors Need Personal Branding: Sheri Fitts Anyone who attends a retirement industry event knows there’s a pretty good chance Sheri Fitts is speaking at it. Today we’ve got the well-known branding consultant and founder of Sheri Fitts & Co. with us to talk about the need for and importance of personal branding among 401(k)-focused fi…

1
Kevin Holt 16:15

1y ago16:15

16:15

Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt After underperforming growth for years, value equities finally had their time in the sun in 2022. While both value and growth stocks declined last year, growth stocks fell much further than value thanks in large part to rising interest rates. In this …

1
John Lettieri 17:40

1y ago17:40

17:40

EIG’s John Lettieri Refutes ARA Claims of Proposed Bill’s Challenge to Private Retirement Plan System When American Retirement Association CEO Brian Graff told attendees at the recent NAPA 401(k) Summit in San Diego that a new bill expected in Congress soon could mark the beginning of a “year’s long battle” over the future of America’s retirement s…

1
Michael De Feo 10:01

1y ago10:01

10:01

Talking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De Feo Guaranteed lifetime income in retirement plans is a hot topic these days, with study after study revealing that Americans want to know more about it and view these products as a good fit to help them reach their financial objectives. While 401(k) plan sponsors are showi…

1
Centum 2:54:57

1y ago2:54:57

2:54:57

Episode 100!! we do 100 shots of beer in 100 minutes. The centurion challenge. Mike Hanson joins us to attempt this impossible, mind boggling, daresay man defying feat...ok, we just did it.By Wayne Toland Corey Edlin

1
David Ranney 13:50

1y ago13:50

13:50

5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans. This week we’re focusing squarely on some hot-button issues specifically related to small 401(k) plans, and to help us do that we’re joined by an expert in the…

1
#99 Big Ketchup 1:04:30

1y ago1:04:30

1:04:30

Wayne's new job, Isaac turns 21, Wayne hates on Mike, Corey mentions some life struggles, plans for the future and so much more...By Wayne Toland Corey Edlin

1
#98 2023 54:34

1y ago54:34

54:34

Wayne, Corey, Mike Hanson, Jade Keller, and Isaac Edlin sit down for a quick convo to break the podcast ice of 2023.By Wayne Toland Corey Edlin

1
Pete Swisher 12:22

1y ago12:22

12:22

Pete Swisher Deciphers SECURE 2.0’s Complex Startup Tax Credit The new SECURE 2.0 legislation has brought with it plenty of questions and confusion about its 92 different provisions, and few might be more confusing—or impactful—than the startup tax credit provision for small employers. Independent fiduciary expert Pete Swisher of Group Plan Systems…

1
Laurel Taylor 16:48

1y ago16:48

16:48

Tackling Student Loan Debt Relief Issues with Candidly’s Laurel Taylor Student loan debt has gotten plenty of attention lately, thanks not only to the great news about the student loan debt repayment provision in SECURE 2.0, but also because of the ongoing pause on federal student loan payments, President Biden’s controversial student debt forgiven…

1
Josh Itzoe 14:45

1y ago14:45

14:45

Josh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the Benefits Former TAPO honoree Josh Itzoe is now spending his days helping other 401(k) advisors. As the Founder & CEO of FiduciaryWor(k)s and its FiduciaryRx platform, he focuses on developing insights, research, technology, fiduciary consulting, and practice management coaching in the area…

1
Bonnie Treichel 10:36

1+ y ago10:36

10:36

Bonnie Treichel Talks Retirement Income Solutions, the New ESG Rule and SECURE 2.0 There’s a select few people in the retirement business who seem like they’re just about everywhere, and are involved in just about everything. Bonnie Treichel from Endeavor Retirement is one of those people. As the Chief Solutions Officer of Endeavor Retirement, she …

1
Jake Eigner 14:12

1+ y ago14:12

14:12

The Groom Law Group’s Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts Groom Law Group Attorney Jake Eigner—a rising young star in the ERISA community—highlights some of the sticking points that need to be worked out in finalizing the SECURE 2.0 retirement reform package on Capitol Hill, including differences in the three bills m…

1
Jamie Hopkins 15:44

1+ y ago15:44

15:44

The Carson Group’s Jamie P. Hopkins is a busy guy. A nationally recognized writer and researcher who frequently speaks at events around the country, Jamie is the Managing Partner of Wealth Solutions at the Carson Group, and he’s also a Finance Professor at Creighton University’s Business School. On top of that, he’s got a new book this month, “Find…

1
Greg Jenkins 10:39

1+ y ago10:39

10:39

Surprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins Our friends at Invesco recently released a voluminous new study exploring 401k plan participant and plan sponsor preferences for generating long-term retirement income. The research unearthed some rather surprising findings, including that only a very small …

1
David Musto 13:07

1+ y ago13:07

13:07

What Excites, Intrigues Ascensus CEO David Musto about the Industry? What’s happening with sequence-of-return risk, inflation, and the possibility of more delayed retirements? There are few better to answer than Dave Musto, CEO of independent recordkeeping giant Ascensus. Musto joins us to talk about these topics and more, and as Halloween approach…

1
Jeff Hull 14:31

1+ y ago14:31

14:31

Here's the Skinny on President Biden's Student Loan Debt Relief Long expected, it's finally happened. President Biden declared student loan debt relief for certain borrowers through what the administration calls targeted cancellation. We wanted to know what it meant for borrowers and retirement savers and what impact it might have on employee benef…

1
Shannon Maloney 9:27

1+ y ago9:27

9:27

SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist for the 2022 Top Advisor by Participant Outcomes. Shannon joined us to talk about ESOPs and defined benefit plans, which are two areas of her expertise. She also …

1
Aaron Schumm 9:22

1+ y ago9:22

9:22

Vestwell CEO Aaron Schumm on Who Owns the Participant and What’s Next for Recordkeeping We pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a hard follow-up. True to form, he deftly fielded both. The digital 401(k) recordkeeper is on a tear of late, raising money from major players, and is now named to I…

1
Deb Boyden 11:13

1+ y ago11:13

11:13

Schroders’ Deb Boyden on Alternative Assets, ESG, and Other Investment Menu Hot Button Issues Developing an effective investment menu for 401(k) plan sponsors is always a tricky yet interesting proposition. Include too few options and it lacks proper diversification, but add too many, and plan participants are quickly overwhelmed. Schroders’ Deb Bo…

1
Grant Arends 11:08

2y ago11:08

11:08

intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the company’s Co-Founder and President of Retirement Services, also happens to be our Top Advisor by Participant Outcomes (TAPO) for the month of July…

1
Faith Teope 9:42

2y ago9:42

9:42

Recordkeeper Revolutionary Faith Teope on Combating Financial Abuse Faith Teope is a multimedia journalist, advocate, and retirement industry expert with a passion for helping others. Her fascinating story includes going from executive assistant to CEO of Texas-based TPA and recordkeeper Leverage Retirement. She’s dedicated to combating financial a…

1
97 HOT ONES 1:29:42

2y ago1:29:42

1:29:42

97 HOT ONESBy Wayne Toland Corey Edlin

1
Tyrone Ross, Jr. 11:29

2y ago11:29

11:29

This week, we’re joined by high-profile advisor Tyrone Ross Jr., whose outspokenness on controversial topics has gotten him noticed of late. After a surprising, and as of yet, unexplained exit from the crypto platform he co-founded, he’s back with two new endeavors, which he explains in the latest issue of our magazine. He also talks about bitcoin …

1
Nicole Corning 11:29

2y ago11:29

11:29

Nicole Corning is a published author, podcaster, blogger, former political strategist, and managing partner with Buckman & Corning Financial Strategies Group. If that isn't enough, she also happens to be our Top Advisor By Participant Outcomes (TAPO) for the month of April. Among other topics, she joins us to discuss a particular retirement plan ca…

1
Mike Webb 12:32

2y ago12:32

12:32

We all know the dangers of using too many industry buzzwords, but Mike Webb of CAPTRUST found some surprises when doing his own research. We have to say Webb or Webby to friends and colleagues is one of our more enjoyable conversations recently due to his infectious energy. He joined us to discuss a niche market of particular success, one of the wo…

1
Sri Reddy 11:01

2y ago11:01

11:01

Recent market volatility has people thinking about guaranteed income sources in retirement, and there’s not a bigger one for most Americans than Social Security. But when to claim and how to best pair it with other retirement income sources are critically important questions, which thankfully Sri Reddy, Senior Vice President with Retirement and Inc…

1
Chris Roper 11:23

2y ago11:23

11:23

Here’s a little Monday morning and Monday afternoon inspiration, Chris Roper has a lofty goal of helping one million people over the course of his career, and so far, he’s on track to do so. It’s one of the reasons Roper, with Kansas-based Qualified Plan Advisors, is one of our Top Advisors by Participant Outcomes. He tells us about how, specifical…

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