401(k)ouple Podcast

Find Nevin on LinkedIn - https://www.linkedin.com/in/nevinadams/ In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with Nevin Adams, Retirement industry thought leader, author, speaker and 401(k) champion. 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: sal...

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: sales@hunterbenefits.com #401...

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: sales@hunterbenefit...

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: sales@hunterbenefits.com #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 pla...

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 conve...

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,...

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 o...

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: sales@hunterbenefits.com #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....

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, th...

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 of...

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 equ...

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...

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 an...

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 audit...

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...

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 he...

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...

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 concept...

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.