The Retirement Promise
The private retirement system in the US serves tens of millions of people, but our industry has yet to truly live up to its potential.
These are conversations about the quality of vision, investment, and commitment we need if we’re going to help even more people achieve a successful retirement outcome.
Hosted by iJoin CEO, Steve McCoy
Episode 12: Shawn O’Brien
Head of Retirement Insights, Data, and Analytics at Broadridge
Join Steve and Shawn as they discuss the growing convergence of retirement plans and wealth management, exploring how data-driven strategies and technology are transforming participant engagement. They dive into the challenges and opportunities in leveraging participant data, scaling personalized advice, and the evolving role of managed accounts in the retirement industry.
Episode 11: Fred Barstein
CEO of The Retirement Advisor University, The Plan Sponsor University, and 401kTV
Join Steve and Fred as they explore key trends shaping the retirement industry, from the growing convergence of retirement, wealth, and benefits to the challenges of advisor shortages and recordkeeper consolidation. They discuss the evolving role of technology, AI, and fintech in scaling advice and improving participant engagement, while also predicting the future of the market in the face of rapid change.
Episode 10: Jeff Cullen
Chief Executive Officer, Strategic Retirement Partners
Join Steve and Jeff as they dive into the biggest trends shaping the retirement industry, including provider consolidation, technology modernization, and the convergence of retirement, wealth, and health benefits. Discover how personalization, new tech solutions, and forward-thinking strategies are driving better outcomes for participants and redefining the advisor’s role.
Episode 9: Kevin Murphy
Senior Vice President, Head of Institutional Retirement & Strategic Growth, Franklin Templeton
Join Steve and Kevin as they talk about the convergence of workplace retirement and wealth management and how this is reshaping the financial advisory landscape.
Episode 8: Matt Gray
Assistant Vice President, Worksite & Middle Markets, Allianz Life
Join Steve and Matt as they talk about the opportunity and challenges posed by annuities and other solutions in 401k’s.
Episode 7: Cindy Dash
General Manager & Senior Vice President, Broadridge
Join Steve and Cindy as they talk about tech trends and how advisors be more successful by helping deliver on better outcomes.
Episode 6: Philip Chao
Managing Member and CIO, Nexus338
Join Steve and Philip as they talk about his focus on personalized TDF’s and how his collaboration with PIMCO supports our shared vision of helping produce better retirement outcomes for millions of savers.
Episode 5: Dick Darian
Founding Partner, Wise Rhino Group
Join Steve and Dick as they talk about the reality of industry consolidation and the technology challenges facing companies working at the intersection of individual wealth and plan advice.
Episode 4: Marko Ungashick
Chief Executive Officer, GoalPath Solutions
Join Steve and Marko as they talk about some of the opportunities and challenges of making financial wellness and coaching an effective part of how we can create better outcomes for more investors.
Episode 3 Part 2: Todd Kading
Chief Executive Officer, LeafHouse Financial
Steve and Todd continue their talk about the opportunities and challenges of delivering managed account programs.
Episode 3 Part 1: Todd Kading
Chief Executive Officer, LeafHouse Financial
Steve and Todd talk about the opportunities and challenges of delivering managed account programs.
Episode 2: Michelle Richter
Principal, Fiduciary Insurance Services
Steve and Michelle talk about the opportunities and challenges of delivering guaranteed income products.
Episode 1: Micah DiSalvo
Chief Revenue Officer, EDGECo Holdings / American Trust
Steve and Micah talk about the opportunities and challenges of delivering BPO recordkeeping services.