401(k) Fridays Podcast

I am happy to welcome back another guest who seemingly had predictive powers in prior episodes to briefly reflect on that prediction and give his crystal ball another look. Joining me is Jason Roberts, CEO of Pension Resource Institute and Retirement Law Group and managing partner at Group Plan Systems. Jason also shares input on evaluating some services plan sponsors use that are tougher to compare than say a large cap growth fund. Lot’s of food for thought today, I hope you get as much out of the conversation as I did.    Coming up on the podcast, we are going to delve into the conversation of whether auto everything works in retirement plans, check in on the markets and economy and much more. If you have ideas for a future guest or topic, please send me a message on LInkedIn and we will take it from there.    Guest BIo Jason C. Roberts is an attorney who focuses on the intersection of tax, ERISA and securities laws and regulations.  He is the founder and CEO of Pension Resource Institute, LLC (PRI) – a con