How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

The 401k Playbook

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by Grant Ellis

5.0(11 reviews)

10 episodes

Updated Bi-weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality10

Social0

YouTube0

Engagement71

Learn more

Podcast Overview

The 401k Playbook is a podcast for advisors, by advisors...or one advisor to be specific. This podcast is for any advisor looking to get into the 401k space, grow their 401k business, or learn more about what it means to be a 401k advisor. In this podcast, Grant interviews 401k advisors, thought leaders, and experts about their journey in the 401k space. But this isn't just about making more money. This is about people and stories. We will talk about the best parts of our work and the hardest parts of both our work and our journey. Grant Ellis has been in the 401k space since 2005. He has worked for a recordkeeper, owned a TPA firm, consulted for the largest brokerage firm in the world, and owned multiple 401k and wealth management practices. He has deep experience and knowledge in the 401k advisory world, but more than anything he loves connecting with people and hearing their stories.

Language

🇺🇲

Publishing Since

3/27/2024

Visit Website View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

Instant mention tracking

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Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality10

Social0

YouTube0

Engagement71

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

15 minutes

Performing excellently!

good

Show Notes Quality

3.0/5

Recommendations available

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poor

Publishing Consistency

Every 54 days

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Recent Episodes

July 30, 2026

401k Fees: Stop The Insanity

401k's are complex enough without the industry adding more complexity on top. Today we are discussing 401(k) fees and why they are becoming increasingly difficult to understand. We'll talk about how to find out what your 401(k) fees are, who is getting paid, and how.

September 16, 2025

State Of The Industry: Noise, Chaos, and Confusion

If you've seen the 401k headlines recently, you know that the 401k industry is noisy right now. It feels like new legislation comes out daily, along with a million new tools and options that 401k plan sponsors have to choose from. Plan sponsors are overwhelmed with all of the "information." They don't know what they need to be addressing or when they need to be addressing. They also don't know who should be walking them through these scenarios to help them make informed decisions for their plan and their participants. In this episode of the 401k playbook, I talk about the state of the industry (hint: noisy) as well as how we handle this type of environment for our clients. Whether you are an advisor in the 401k space or a 401k plan sponsor, I hope the information is helpful. If you have any questions or simply want to connect, the easiest place to find me is on LinkedIn.

June 5, 2025

All Things 401k Sales, Marketing, and Prospecting

Host Brian O'Connell explores effective strategies for 401(k) sales, marketing, and prospecting, revealing common pitfalls and essential foundations for building a sustainable business.

10 total episodes available

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Frequently asked questions

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What is The 401k Playbook?: The 401k Playbook is a podcast for advisors, by advisors...or one advisor to be specific.

This podcast is for any advisor looking to get into the 401k space, grow their 401k business, or learn more about what it means to be a 401k advisor.

In this podcast, Grant interviews 401k advisors, thought leaders, and experts about their journey in the 401k space.

But this isn't just about making more money. This is about people and stories. We will talk about the best parts of our work and the hardest parts of both our work and our journey.

Grant Ellis has been in the 401k space since 2005. He has worked for a recordkeeper, owned a TPA firm, consulted for the largest brokerage firm in the world, and owned multiple 401k and wealth management practices.

He has deep experience and knowledge in the 401k advisory world, but more than anything he loves connecting with people and hearing their stories.
How often does this podcast release new episodes?: This podcast updates bi-weekly.
Where can I listen to this podcast?: This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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