401(k) Roundtable

Rick Unser

Booking Overview

This is an interview-focused retirement and financial-services podcast featuring external experts, typically senior investment, benefits, retirement-plan, and corporate leaders. Agencies could credibly pitch retirement-income specialists, fiduciary and plan-governance experts, investment strategists, benefits executives, and responsible-AI leaders with practical 401(k) applications; booking difficulty is high because recent guests include prominent executives and strategists from major firms.

Metrics

Episodes: 274

Frequency: Monthly

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Neutral

Location: USA

YouTube: 80.0k subscribers

Instagram: 7.2k followers

Contact Information

Publicly listed emails

richardunser@gmail.com

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Host

Rick Unser - Retirement-plan industry veteran with expertise in the design, oversight, and operation of successful 401(k) plans.

Booking Intelligence

Booking Requirements

high

Typical Credentials:

Senior professionals in retirement-plan administration, investment management, employee benefits, financial services, corporate finance, or responsible financial technology, with direct expertise relevant to plan sponsors and fiduciaries.

Required Achievements:

Executive leadership at major financial-services, investment-management, healthcare, or corporate organizations, Responsibility for retirement-plan strategy, investment research, benefits programs, mergers and acquisitions, or financial-services innovation, Recognized expertise in retirement income, markets, asset allocation, fiduciary oversight, or technology applied to retirement plans

Recent Guest Discussions

Greg Hamilton - Changing Market Conditions, Macroeconomic Forces, Asset Allocation, Risk Management, Private Markets, Infrastructure, And Long-term Investing.

Jean Boivin - Macro Forces Reshaping Markets, Asset Allocation, Risk Management, Artificial Intelligence, Energy Transition, Geopolitical Fragmentation, Private Markets, Infrastructure, And Income-generating Assets.

Brian Cosmano - Artificial Intelligence In Retirement-plan Onboarding, Fraud Detection, Participant Advice, Security, Compliance, Product Development, And Responsible Governance.

Nikki Susman - Artificial Intelligence In Retirement-plan Onboarding, Fraud Detection, Participant Advice, Security, Compliance, Product Development, And Responsible Governance.

April Bettencourt - Mergers And Acquisitions In Healthcare, Benefits Integration, Employee Communication, Organizational Culture, Due Diligence, And Managing Multiple Retirement-plan Structures.

Recent Topics

Finance, Retirement Planning, 401(k) Plans, Fiduciary Responsibility, Investment Management

Episodes

Here's the recent few episodes on

401(k) Roundtable

The Future of Investing: Adapting to a New Market Reality

August 18, 2026

The future of investing isn't just about numbers—it's about embracing a seismic shift in how markets, macro forces, and innovation like AI reshape the landscape. In this episode, Jean Boivin of BlackRock Investment Institute and Greg Hamilton, CIO of a Financial Holding Corporation, reveal how a "fundamentally different" macro environment is transforming asset allocation, risk management, and the very fabric of portfolios. They unpack the five mega forces driving this change, from AI and ener...

Behind the Scenes: How AI Is Transforming Retirement Plans

June 30, 2026

AI is transforming the future of retirement planning — but what does that really mean for plan sponsors and participants today? In a landscape where AI capabilities evolve faster than regulations can keep up, how can financial services stay responsible without falling behind? Rick Unser hosts industry experts Nikki Susman and Brian Cosmano to unveil how AI is already reshaping every facet of retirement plans — from onboarding and fraud detection to personalized participant advice and real-tim...

Behind the Curtain on Mergers & Acquisitions

May 19, 2026

In this episode of The 401(k) Roundtable, host Rick Unser goes behind the curtain on mergers and acquisitions with two seasoned leaders who live this work every day. Casey Craig, Executive Vice President and Head of the Large, Mega, NfP, and PEO Markets at Empower, and April Bettencourt, Vice President of Global Employee Benefits at VSP Vision, share real‑world insights on M&A across financial services and healthcare. Together, they explore why M&A has become such a powerful growth strategy, ...

Publicly listed emails

richardunser@gmail.com

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