401(k)ouple Podcast
Business & Finance
About
The 401(k)ouple Podcast from Hunter Benefits brings you real-world conversations about 401(k) compliance, small business retirement plans, and the evolving retirement industry. Hosted by Christopher and Katherine Tipper, this podcast pulls back the curtain on what’s working—and what’s not—in the world of plan administration. Whether you're a financial advisor, business owner, or industry insider, you’ll find insights, laughs, and straight talk to help you navigate the complexities of retirement plans with confidence.
Episodes
- A Conversation With Financial Advisor Richard Becker
In this episode of The 401(k)ouple Podcast, hosts Christopher and Katherine interview financial advisor Richard Becker, CEO of Texas Retirement Planners and CFP®.
- Retirement Tech and Modern Record Keeping with Mahesh Natarajan
In this episode of The 401(k)ouple Podcast, Christopher and Katherine interview Mahesh Natarajan, Chief Revenue Officer at Congruent Solutions, discussing retirement technology and modern record keeping.
- The Biggest 401(k) Misconceptions - With the 401(k)Girls
The 401(k)ouple Podcast features hosts Christopher and Katherine in conversation with The 401(k)Girls, Jessica Porter and Hayley Porter, discussing common misconceptions about 401(k)s.
- What Most Businesses Get Wrong About 401(k) Plans With JoAnn Cassell
In this episode, Christopher and Katherine talk with JoAnn Cassell, an ERISA compliance expert, about common mistakes businesses make when running 401(k) plans. They also discuss the impact of technology and AI on audits and fiduciary risk.
- Jason Wroblewski on Fintech, Content, and the Future of 401(k)s
This episode features Jason Wroblewski, the 401(k) Guy, discussing content resonance, advisor communication clarity, and the emergence of fintech 401(k) plans. The conversation offers industry perspective for plan sponsors, advisors, and r…
- Davis-Bacon Act Explained + The Retirement Industry Today - 401(k)ouple Podcast
This episode of the 401(k)ouple Podcast features Daniel Sargent discussing the current state and future of the retirement industry. They cover the Davis-Bacon Act and prevailing wage plans, offering practical insights for advisors and plan…
- Building Trust and Relationships in the Financial Industry
Christopher and Katherine interview Robin (43 years experience) and Kalin (new to the industry) from Hunter Benefits. They discuss what it takes to build trust in the complex financial industry, offering insights for retirement plan profes…
- The Evolution of The Retirement Industry and Tech With the 401(k)ouple
Christopher and Katherine discuss the evolution of technology in the retirement industry. This episode aims to be helpful and inspiring.
- Succession Planning and 401(k) Plans With Sue Dawson
In this episode, The 401(k)ouple interviews Susan Dawson about business succession planning. They discuss the importance of a solid plan, the connection between retirement plans and business value, and the role of employees in business con…
- Leadership and TPA Success With Tristan Smith
Tristan Smith shares insights on leadership, the financial services industry, and the importance of TPAs. She also discusses the impact of venture capital and effective questioning for business growth.
- Personal Branding in The Financial Industry With Sheri Fitts
Sheri Fitts joins the 401(k)ouple Podcast to discuss marketing, personal branding, and leadership within the financial industry. She shares insights on her journey, building a strong personal brand, and client connection strategies.
- Setting Boundaries and Saying No With Melissa Terito
In this episode of the 401(k)ouple Podcast, Melissa Terito discusses the importance of setting boundaries and saying no for better balance and leadership. Key takeaways include empowering teams and setting clear expectations.
- LinkedIn Secrets For Financial Pros and Small Businesses With Lia Bliss
The 401(k)ouple Podcast features guest Lia Bliss, a LinkedIn expert, discussing strategies for financial professionals and small businesses on the platform. The episode aims to provide insights into the retirement industry and LinkedIn.
- Why You Need A Retirement TPA For Your Business With The 401(k)ouple
This solo episode from the 401(k)ouple Podcast explains the importance of hiring a retirement TPA for businesses. A TPA ensures legal compliance, prevents costly mistakes, and helps manage your 401(k) plan effectively for your business and…
- 401(k) Horror Stories and Large Plan Audits - Deep Dive With Travis Jack CPA, QKA
This episode features Travis Jack CPA discussing 401(k) plan audits, including new requirements, auditor experience, and challenges for plan sponsors. Key topics include audit quality, compliance failures, and regulatory changes in the ret…
- Critical Retirement Plan Updates for 2025 With Kevin Spaeth
The 401(k)ouple Podcast features Kevin Spaeth discussing significant retirement industry changes expected in 2025. Kevin Spaeth shares his perspective on the current state of the retirement industry.
- Branding And Standing Out In The Retirement Industry With Sue Kirchner
In this episode, the 401(k)ouple discusses branding and differentiation within the retirement industry as guests on Sue Kirchner's Turbo Branding Show. The conversation aims to provide insights into navigating this professional landscape.
- The Retirement Industry Is Changing - Record Keeper Podcast With Ralph DelSesto
The 401(k)ouple Podcast features Ralph DelSesto discussing the evolving retirement industry, focusing on the relationship between record keepers and TPAs.
- The Importance of a Fiduciary With Eric Dyson
The 401(k)ouple Podcast features Eric Dyson discussing fiduciary responsibility. The episode details five common fiduciary shortcomings, including issues with revenue sharing, delegation, meeting minutes, committee dynamics, and plan docum…
- 401(k) Laws Explained With Jennifer Wiczynski
This episode of the 401(k)ouple Podcast features Jennifer Wiczynski explaining 401(k) laws, including the effects of the Chevron Supreme Court decision and the distinction between settled and unsettled law in retirement plans.
- The Golden Age Of Retirement Wasn't What You Thought - The 401(k)ouple Podcast
The 401(k)ouple podcast discusses ERISA's 50-year impact on the retirement industry and examines the historical perception of a 'Golden Age of Retirement'.