Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO, and Cheryl Morrison Deutsch, the company’s Chief Experience Officer, to explore how modern automation, integration, and design thinking are helping small businesses launch and manage 401(k) plans more efficiently than ever before. Key Insights Driving Financial Equity Through Innovation By integr...
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Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO, and Cheryl Morrison Deutsch, the company’s Chief Experience Officer, to explore how modern automation, integration, and design thinking are helping small businesses launch and manage 401(k) plans more efficiently than ever before. Key Insights Driving Financial Equity Through Innovation By integr...
Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
401(k) Specialist Podcast
16 minutes
2 months ago
Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administration, many advisors, plan sponsors and fiduciaries are understandably hesitant to jump in. To get a better idea of what private equity investments can bring to the table, we speak with Maura Reilly Kennedy and Michelle Rappa of investment manager Neuberger Berman, a pair of highly accomplished subject matter experts when it comes to private eq...
401(k) Specialist Podcast
Technology is transforming the small-plan retirement market—and fast. In this episode of the 401(k) Specialist Podcast, we sit down with Sue Hardy, Head of Plan Operations at Sandy, Utah-based 401GO, and Cheryl Morrison Deutsch, the company’s Chief Experience Officer, to explore how modern automation, integration, and design thinking are helping small businesses launch and manage 401(k) plans more efficiently than ever before. Key Insights Driving Financial Equity Through Innovation By integr...
