401(k) Roundtable

401(k) Roundtable

Hosted by Rick Unser · Rick Unser

4.7from 81 ratings

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71Podcast AuthorityScore out of 100 · How it is scored
274
Episodes
15
Transcribed
81
Ratings
Monthly
Cadence
2016
First episode
808K
YouTube views

About 401(k) Roundtable

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.

Publisher
Rick Unser
Category
business · news
Language
en
Explicit
No
First episode
3 Feb 2016
Latest episode
7 Oct 2026
Apple PodcastsSpotifyWebsiteRSS feed

Latest episodes

15 of 274 episodes have a transcript.

  1. 7 Oct 2026TRANSCRIPT

    The 401(k) Accounts Left Behind: What Plan Sponsors Need to Know

  2. 18 Aug 2026TRANSCRIPT

    The Future of Investing: Adapting to a New Market Reality

  3. 30 Jun 2026TRANSCRIPT

    Behind the Scenes: How AI Is Transforming Retirement Plans

Inside a recent episode

The 401(k) Accounts Left Behind: What Plan Sponsors Need to Know

Published 7 Oct 2026 · Transcript excerpt

[…] That's one way folks are involuntarily separated from their money. The second way is through plan terminations. And as Rick mentioned, and this was new to me just in the last year or so, there are thousands and thousands of plans that terminate each year in the United States. I didn't understand that, but I do now in the sense that you go back 10 or 20 years, many acquirers of companies would merge plans. And that made a lot of sense at the time. It seemed really efficient. It seemed like the better thing for the participant was to merge the plan. But over time, what they came to understand, the acquirers came to understand was that they were inheriting a lot of tail risk, a lot of fiduciary risk by bringing those former participants in the old plan to the new plan. […]

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Who has been a guest on 401(k) Roundtable

Names identified in recent episode analyses. Showing up to five guests.

  • Peter De Silva
  • Jean Boivin
  • Greg Hamilton
  • Nikki Susman
  • Brian Casmano

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views
807,796
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.7 / 5
77 ratings
Spotify
4.8 / 5
4 ratings

Podcast Authority Score: 71 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality
84
Social presence
0
YouTube
93
Engagement
51

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Questions about 401(k) Roundtable

Who hosts 401(k) Roundtable?

Rick Unser host the show. Published by Rick Unser.

How often do new episodes come out?

The show publishes monthly, based on its RSS feed.

Where can I read transcripts?

15 of 274 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.

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