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The 401(k)lub POD

The 401(k)lub POD

By 401JA(k)E

Welcome to The 401(k)lub POD, hosted by the ambitious, passionate, 401(k) practitioner Jake Rushton, AIF. On this podcast you will hear from 401(k) industry leaders, business owners, employees, and other influencers to help you win more business efficiently and effectively. You will also hear ideas about sales, operations, marketing, personal branding, and lifestyle design. The content we cover will be useful for anyone in the 401(k) industry including advisors, wholesalers, TPAs, auditors, and plan sponsors. Get ready to take your 401(k) practice AND YOUR LIFE to a new level!
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How to respond to 401(k) tax fears.

The 401(k)lub PODJun 10, 2020

00:00
23:55
Modern Content Creation with Lara Acosta from LA Digital

Modern Content Creation with Lara Acosta from LA Digital

Lara is crazy sharp when it comes to content and social media algorithms. We cover ideas to hopefully light a fire under your a$$ to take some action. 

Connect to Lara here: https://www.linkedin.com/in/laraacostar/

Or check out her agency here: https://www.ladigital.club/



Jul 22, 202221:27
Start Selling Compliance on YOUR Vision!

Start Selling Compliance on YOUR Vision!

Too many times I hear our industry blame compliance. We need to change this and it starts with you. Make the sale to compliance on the vision you have and why it's necessary that you produce content for the world. 


https://www.linkedin.com/groups/13923293/

Jun 30, 202207:25
Venrollment with Justin Tarantin

Venrollment with Justin Tarantin

Helping employees enroll is a critical part of every 401(k) plan. Now with more employees working remote the old fashioned cafeteria meetings are dying quick. And what about the new employees who aren't eligible yet. Don't you think in a the modern world where we all have phones in our pockets we should find a better way? Well, one of the newest platforms available for you is Venrollment. On the show today we walk through the experience for employees and advisors. Check it out and connect with Justin here for more info: https://www.linkedin.com/in/jtarantin/

Jun 24, 202230:23
Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo
Jun 25, 202135:05
Jeanne Fisher - The ROTH 401(k) Battle

Jeanne Fisher - The ROTH 401(k) Battle

Um... if you don't follow Jeanne where have you been? She is the 💣.


See you in the 401(k)lub!

Jun 04, 202140:00
Good Advisors Finish First with John Stadtmueller
May 28, 202142:06
How to help more Dentists with Dr. Dan Nelson DMD
May 21, 202127:28
Instant Cash Balance Plan Illustrations with Dan Harding - WealthPrime Founder
Apr 30, 202130:28
Options in a conservative 401(k) portfolio?! John Ruth from Build Asset Management explains how.
Apr 23, 202156:44
Don't miss the Linkedin opportunity with MARC VANJA MIŠANOVIĆ
Apr 16, 202154:01
Was your CRM made for the 401(k) Industry? If not, check out this episode

Was your CRM made for the 401(k) Industry? If not, check out this episode

The Force Manager 5500 CRM is really gaining momentum in the 401(k) space. I know how hard it is for sales people to really love a CRM, so when I saw this one it really impressed me with some of the ways it SAVED me time instead of taking more of it. 

Reach out to Luke White and Lou Ritchie to learn more. 


Make sure to join the 401(k)lub today!



Mar 28, 202140:52
New 2022 rules for health insurance broker compensation - Steve Watson CPA, SHRM-SCP
Mar 25, 202135:40
Josh Itzoe - How to REALLY build a winning 401(k) practice.

Josh Itzoe - How to REALLY build a winning 401(k) practice.

Josh Itzoe drops some of the most incredible ideas in this show. You will learn how to manage your time and team. How to scale and if writing a book is really worth it. 


Jump in the (k)lub today!

https://www.401klub.com/

Mar 19, 202137:41
Bradford Kadelski - Executive Compensation Solutions

Bradford Kadelski - Executive Compensation Solutions

Brad Kadelski

Brad is an expert in non-qualified deferred compensation plans. He also specializes in key man strategies. These are often a great tool for your clients to reduce risk.

Text 401JA(k)E at 385-220-8548

https://www.401klub.com/

Mar 12, 202127:51
Chad Johansen - How to win control and affiliated service groups.

Chad Johansen - How to win control and affiliated service groups.

Chad is one of the biggest names in the 401(k) industry on the hit show Retireholiks. He has an insane amount of plan design (k)nowledge and will be helping us better understand control and affiliated service groups. 


Text 401k to: 385-220-8548

Mar 06, 202156:57
David Alsop - Better ways to work with HR

David Alsop - Better ways to work with HR

David Alsop is currently the Head of HR for Ultradent, a manufacturing company with over 1,400 employees. He is also the founder of Jumpspark, a new movement in HR. David will be teaching us how to approach HR and spark change to the 401(k). 

Check out the video of this episode here. 

Text me 385-220-8548 to (k)eep in touch. 


Mar 01, 202155:51
Steve Watson - Finding more $$$$ in Healthcare for 401(k)s
Feb 20, 202145:15
Elise Micheals - Leadership Mindset

Elise Micheals - Leadership Mindset

Stop trying to do everything yourself!  A real leader knows how to manage expectations and communicate. Elise Micheals explains her thoughts around this today. 

Text me at: 385-220-8548 for more 401(k)lub updates!

https://www.401klub.com/

Also, I'm on clubhouse @401JA(k)E 


Feb 12, 202132:43
Rebecca Hourihan's 401(k) Marketing Magic

Rebecca Hourihan's 401(k) Marketing Magic

I rarely find an advisor in the 401(k) space that hasn't heard Rebecca Hourihan. She is THE AUTHORITY in marketing for anyone looking to do 401(k) business. She is the CMO at her firm, 401(k) Marketing. They provide help for advisors who need a full brand, brochures and sales processes. They also offer ongoing 401(k) content creation.  

In this episode we cover a lot of ground with ideas for you to use in 2021 and beyond. Enjoy the show and connect with Rebecca!  


Dec 21, 202056:37
Win on Linkedin with Chaz Horn

Win on Linkedin with Chaz Horn

I met Chaz on Linkedin. His content caught my attention and then he took it step further and engaged with me through a direct message and a video. He has nearly 30 years experience in B2B sales and it's very apparent he knows what he is doing. Now, I get hundreds of these direct messages each month, but not like this. Chaz adds the human element into social media, specifically Linkedin,  in a way you need to hear and execute on. Linkedin is on fire right now and I don't want you to miss out. You have never had an easier opportunity to gain trust with total strangers who need your help with their business.   

You can connect with Chaz here: https://www.linkedin.com/in/chaz-horn/

Dec 15, 202054:49
Changing the status quo with Ary Rosenbaum

Changing the status quo with Ary Rosenbaum

Early in my career I spent hours learning online and one source kept showing up from the one and only Ary Rosenbaum. I'm sure you have had a similar experience while looking for an answer to a tough 401(k) plan question. Ary has been consistently sharing some of the most direct and useful content for a decade. Recently he started "That 401(k) Conference" where he originally brought together advisors and other industry professionals at Major League Baseball Stadiums for a fun event which includes a professional athlete and a tour. I've attended two of these and it was a great time. Covid has changed these to virtual, which has increased the attendance.  I'm thrilled to be speaking at his next National event in January 2021. 

Connect with Ary here: https://www.linkedin.com/in/ary-rosenbaum-1135a41/

The 401(k)lub is open now through November 25th: https://www.401klub.com

Nov 20, 202044:59
Strategic Benefit Plan Design with Aaron Pottichen

Strategic Benefit Plan Design with Aaron Pottichen

Aaron Pottichen is one of biggest influencers in the 401(k) Industry! It doesn't take long to see why. His approach to find ways to help his clients create savings to fund the most advantageous 401(k) plan designs is a strong talent his clients benefit from. It includes creative complete benefit plan designs with his parters at Alliant (https://www.alliant.com/pages/default.aspx).  

Aaron has also won every award possible including the 401(k) Specialist Magazine "Top Advisor Participant Outcomes" Award (2018) as well as the Reireholiks Advisor Brawl. It will be exciting to see what Aaron does next.  

 Connect with him on Linkedin here: https://www.linkedin.com/in/aaronpottichen/  

Also, check out the 401(k)lub launching this WEEK!!! https://www.401klub.com/

Nov 10, 202050:42
Niching down and bring more value with James Hou, JD
Nov 05, 202044:04
Next level thin(k)ing with Alex Assaley
Oct 31, 202057:53
Dan Kravitz teaches us how you can bring REAL VALUE with a Cash Balance Plan.

Dan Kravitz teaches us how you can bring REAL VALUE with a Cash Balance Plan.

Dan Kravitz has been in the industry for over 25 years. In this episode you will learn why cash balance plans are an account you need to learn and know how to explain.  Dan tells us why and how he build the strongest cash balance brand in the country. He also covers how you can get started or take your cash balance practice to the next level. He mentions a few webcasts covering a variety of topics including one of the hottest right now, Strategic Plan Termination.  I strongly urge you to spend some time on his website learning as much as possible on how to use this powerful account to help your clients. https://www.cashbalancedesign.com/


I'll see this Friday Oct 30 at 3:30est at the Excel Conference with Matt Jackson and Jania Stout. Register here:  https://app.livestorm.co/advisor2x/how-to-avoid-burnout-and-manage-stress?utm_source=Livestorm+company+page


Finally, make sure to sign up to be notified of the 401(k)lub launch next month: https://www.401klub.com/




Oct 27, 202053:05
How Wealthy Tiffany went from a 401(k) participant to a successful wealth mentor by age 38.

How Wealthy Tiffany went from a 401(k) participant to a successful wealth mentor by age 38.

This episode was a fun look at the 401(k) experience from the eyes of a participant. Tiffany Thomas is an old friend of mine who was sick of working in her 9-5 job so she took action and found a way to not only be financially independent, but she is also helping others do the same. She is now known as Wealthy Tiffany and we can learn a ton from what motivated her to do what most never dare. 

You can connect with Tiffany here:

https://www.wealthytiffany.com/

https://www.linkedin.com/in/wealthytiffany/

https://www.youtube.com/wealthytiffany?sub_confirmation=1

https://www.instagram.com/wealthytiffany/

https://www.facebook.com/WealthyTiffany/


MAKE SURE TO SIGN UP TO BE NOTIFIED ABOUT THE 401(k)lub!! 

https://www.401klub.com/



Oct 09, 202027:08
Why you MUST partner with the right TPA. A deep dive with Shannon Edwards.
Oct 05, 202050:39
How YOU need to react to the CalSavers program with Tom Frost.

How YOU need to react to the CalSavers program with Tom Frost.

Tom Frost is a 401(k) advisor is southern California doing something super valuable and honestly very unique. He is the founder of The 401(k) Plan Company. His mission is simple, to help employers provide a better solution and avoid the expensive penalties for not offering a retirement plan. The problem is, there are over 750,000 employers in California alone and he needs more help. Check out his great ideas he is executing.   

More information on the SECURE ACT and it's impact in California.  

Look for more information on your specific state here!

Cycling (k)its Here

Sep 29, 202042:11
What makes a TOP Retirement Plan Third Party Administrator? (A convo with Ronald Stair)

What makes a TOP Retirement Plan Third Party Administrator? (A convo with Ronald Stair)

I had an amazing conversation with Dr. Ronald Stair from Creative Plan Design.  If you are looking for some ideas on how to approach the retirement industry as an advisor, wholesaler, or administrator this is the right podcast for you. Connect with Ronald here on Linkedin

Sep 25, 202053:32
Life and practice advice from Rockstar Matthew Jackson

Life and practice advice from Rockstar Matthew Jackson

This episode was so much fun for me! Matthew Jackson is so genuine and experienced. He is driven with a "WHY" that will push you to be at your best. Check out what he is doing in the managed account space at 401(k) Maneuver. Or you can even find his bestselling book on Amazon.
Sep 23, 202048:22
Does your proposal process suck? We have Scott Buffington here to help you fix this!

Does your proposal process suck? We have Scott Buffington here to help you fix this!

I always hate staying up late to fix and review a proposal to get it just right. Seems like a huge wast of time and honestly very old fashioned. Lucky for us, I'm not the only one who feels this way. Scott Buffington, the Founder and CEO of 401plans.com spent some time with me today explaining his solution and how it can help you. We cover both angles as an advisor and a wholesaler.
Make sure to get your 401JA(k)E cycling kits ordered today. The store closes Sep. 30th. Use code "401k" for $40 off!
voltcyclewear.com/pages/401jake
Sep 08, 202047:22
3 Reasons a NO MATCH 401(k) PLAN still makes sense.
Aug 25, 202007:57
How to win MORE 401(k)'s with Benefits Brokers! Starring Katie Wood
Aug 20, 202052:11
What's going on with HSA's?
Aug 18, 202021:54
Top 3 qualities to look for in a TPA

Top 3 qualities to look for in a TPA

You know how much I value a top notch TPA (Third Party Administrator) partner. They can help you win more plans with plan design help than almost any other way. They can come in the form of a CPA firm, a specialists firm, or inside of a recordkeeper. So how can decided who to trust to help your clients? After all, they are getting paid the client just like the advisor and recordkeeper.  

In this episode I dive into this topic with Coleton Hutchins, QKA from The Ryding Company. Connect with him on Linkedin.  


Sign up fo the (k)lub Sesh here: https://www.401jake.com  


You can find me all over social media too: 

Linkedin: https://www.linkedin.com/in/jakerushton/ 

Instagram: https://www.instagram.com/401jake/ 

Facebook: https://www.facebook.com/401jake 

Twitter: https://twitter.com/jakerushton

Aug 04, 202031:30
How to review 401(k) record-keepers.

How to review 401(k) record-keepers.

A HUGE value you must bring to the table in your advisor role is knowing which record-keepers to recommend. In this episode I discuss the key points to review and consider when you start to look for a better home for your 401(k) plans. You must consider the service, technology and pricing. A small fee difference could lead to you loosing or keeping a plan when you don't value the other important aspects.   


https://www.401jake.com/  

You can find me all over social media too: 

Linkedin: https://www.linkedin.com/in/jakerushton/ 

Instagram: https://www.instagram.com/401jake/ 

Facebook: https://www.facebook.com/401jake 

Twitter: https://twitter.com/jakerushton

TikTok: @jakerushton401k


Jul 17, 202028:36
Should we pay attention to PEP 401(k) Plans? Special Guest Brendon Moore
Jul 10, 202040:48
The MEGA 401(k) plan experience with Klodian Mitri
Jul 03, 202037:38
(k)now your role!
Jun 30, 202008:41
Retirement Roc(k)star Joey Ossey is changing the 401(k) world!

Retirement Roc(k)star Joey Ossey is changing the 401(k) world!

Joey Ossey is one of a kind. His story of following his passions is contagious. You will learn how he combined his love for the drums with the 401(k) space to bring a valuable solution for advisors all over the country.   

Follow him here:  

https://www.linkedin.com/in/joey-ossey-aif®-crps®-6959583a 

https://www.instagram.com/retirementrockstars 

https://twitter.com/401kRockstar  


And don't forget to join the (k)lub at: https://www.401jake.com/sesh

Jun 23, 202001:01:57
Ta(k)e the BIG JUMP today!

Ta(k)e the BIG JUMP today!

What’s stopping you from reaching your goals? Most of us know exactly what we need to do, however, we feel safer following the status quo doing the same things daily. It’s time to get out and take action. 

If you are looking for help, I've posted my top 5 secrets for 2020 over at https://www.401jake.com  

Make sure you attend the (k)lub Sesh this Friday! https://www.401jake.com/sesh

Jun 23, 202014:38
(k)ick taxes with Chad Johansen
Jun 17, 202045:07
How to respond to 401(k) tax fears.

How to respond to 401(k) tax fears.

It's obvious no one likes taxes, but to say the 401(k) is a bad tax move makes ZERO sense to me. In this episode I discuss why some people try to use taxes to scare people into other financial products, when in fact they should do the opposite and try to understand how to maximize tax savings in their 401(k) with the proper distribution strategies.

Jun 10, 202023:55
Plan design with the 401(k) Builder Nate Salisbury
Jun 04, 202035:58
Why do ties SCARE people?

Why do ties SCARE people?

I've found I connect way more with 401(k) participants when I'm not in a suit and tie. Why is that? Does it really matter what the advisor is wearing?

Jun 02, 202005:58
How do I win 401(k) plans with the right cadence!

How do I win 401(k) plans with the right cadence!

You need to listen, be patient, and adapt. Every client is very different!

May 29, 202019:29
What can we learn from SGN? Come on JIM!

What can we learn from SGN? Come on JIM!

Audience is key. How do you create an audience? Let's dig in.

May 26, 202021:01
Is there 401(k) influencer marketing?

Is there 401(k) influencer marketing?

Why is everyone thinking they have a secret weapon? The product isn't your weapon, your value is. 

May 19, 202025:56
What is a 401(k) blackout?

What is a 401(k) blackout?

Blackouts sound scary, but they really aren't that bad if you focus on communication. 

May 15, 202014:23
Three steps to a great 401(k) enrollment meeting

Three steps to a great 401(k) enrollment meeting

Have you ever been to a boring 401(k) meeting? I have and it sucked and made me avoid starting a 401(k) for years. I want to share with you how I've made improvements to see better outcomes for employees.

May 07, 202014:08