The 401(k) Podcast
The 401(k) Podcast
Fernando Rincon Jr., QKA
My name is Fernando Rincon Jr., QKA and ​I am a retirement plan consultant that administers 401(k) plans. My goal is to educate business owners and working professionals about their retirement plan options. This podcast is designed to inform plan sponsors and participants about the benefits, features and rules of 401(k) plans. I will answer questions that are asked by plan sponsors and participants in a clear manner without the technical jargon. As well as answering technical administrative questions such as, "How do I avoid failing the IRC 416 top heavy test?" and much more. Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Episode 15 - COVID-19 (Part 2)
Our 15th podcast episode is now available for your enjoyment.    On this episode we interviewed Lisa Petronio. She is the "Managing Director" of Strategic Retirement Partners. In our interview we discuss how COVID-19 and The CARES Act have affected recordkeepers, TPAs and wealth management firms.   In the meantime, visit my website www.the401kpodcast.com  _________________________________________  Podcast URL:  Amazon: https://music.amazon.com/podcasts/ea14e488-37e6-40e7-a288-f8a3b6805ede/The-401k-Podcast   Apple: https://lnkd.in/e5qpghC   Google: https://lnkd.in/gVzWS2b   Spotify: https://lnkd.in/gURts5w   Website: https://lnkd.in/g_jpakT   YouTube: https://youtu.be/nSnIW4g4mM4  _________________________________________   #The401kpodcast #fernandorinconjrqka #Lisapetronio #Retirementplan #ASPPA #401K #Charlesschwab #Fidelityinvestments #Retirement #Retirementplans #Pension #Johnhancock #Nationwide #Tdameritrade #Transamerica #Barackobama #Vanguard #Vanguardgroup #Empower #Voya #Ascensus #Tdameritrade #Morganstanley #Goldmansachs #Leggmason #TIAA #Lazard #Blackrock #ETrade #Ernstyoung #Deloitte #KPMG #PWC #COVI19 --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Oct 1, 2020
22 min
Episode 14 - COVID-19 (Part 1)
Our 14th podcast episode is now available for your enjoyment. On this episode we interviewed Aliya Robinson. She is the “Senior Vice President of Retirement and Compensation Policy” for The ERISA Industry Committee. In our interview we discuss COVID-19 and The CARES Act. If you would like to support the 401(k) Podcast please visit our Patreon page by clicking on https://lnkd.in/gXhsHmp and donate $2. Thank you. YouTube Video - https://lnkd.in/gQjvgFc _________________________________________________________________ Music Credit: Author - Quincas Moreira Song - Love or Lust Youtube - https://lnkd.in/gyP7k-Q In the meantime, visit my website https://lnkd.in/g_jpakT _________________________________________________________________ Podcast URL: Apple: https://lnkd.in/e5qpghC Google: https://lnkd.in/gVzWS2b Spotify: https://lnkd.in/gURts5w YouTube: https://lnkd.in/g_eNurc _______________________________________________________________ #Retirementplan #401K #Charlesschwab #Fidelityinvestments #Retirement #Retirementplans #Pension #Johnhancock #Nationwide #Tdameritrade #Transamerica #Empower #Voya #Ascensus #Tdameritrade #Lazard #Blackrock #ETrade #Ernstyoung #Deloitte #KPMG #PWC #COVI19 #AliyaRobinson #ERIC --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Aug 7, 2020
20 min
Episode 13 - Q&A For a Financial Advisor
Our 13th podcast episode is now available for your enjoyment. On this episode we interviewed David Medina. He is a certified financial planner, certified wealth strategist and a certified plan fiduciary advisor with over 25 years of experience in the financial industry service. David works as a senior financial advisor with D.A. Davidson & Co., member SIPC. In our interview we discuss various topics regarding retirement. If you would like to support the 401(k) Podcast please visit our Patreon page by clicking on https://lnkd.in/gU_6DBU and donate $2. Thank you. YouTube Video - https://lnkd.in/gYkYrNR _________________________________________________________________ Music Credit: Author - Quincas Moreira Song - Love or Lust Youtube - https://lnkd.in/gyP7k-Q In the meantime, visit my website https://lnkd.in/gY4VFzh _________________________________________________________________ Podcast URL: Google: https://lnkd.in/gVzWS2b Spotify: https://lnkd.in/gURts5w YouTube: https://lnkd.in/g_eNurc _________________________________________________________________ #The401kpodcast #fernandorinconjrqka #Davidjmedina #Retirementplan #401K #Charlesschwab #Fidelityinvestments #Retirement #Pension #Johnhancock #Nationwide #Tdameritrade #Transamerica #Vanguard #Money --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
May 18, 2020
27 min
Episode 12 - The 401(k) Father
Our 12th podcast episode is now available for your enjoyment. On this episode we interviewed Ted Benna, also known as "The 401(k) Father". He is the first person to sponsor a 401(k) plan in U.S. history. Ted is also the author of several books such as "401(k)s for Dummies", "Tips for Successfully Managing Your 401(k)" and "401k - Forty Years Later". In our interview we discuss Ted's origins in the pension industry. If you would like to support the 401(k) Podcast please visit our Patreon page by clicking on https://lnkd.in/gU_6DBU and donate $2. Thank you. YouTube Video - https://lnkd.in/gw-4YcF _________________________________________________________________ Music Credit: Author - Quincas Moreira Song - Love or Lust Youtube - https://lnkd.in/gyP7k-Q In the meantime, visit my website https://lnkd.in/gY4VFzh _________________________________________________________________ Podcast URL: Google: https://lnkd.in/gVzWS2b Spotify: https://lnkd.in/gURts5w YouTube: https://lnkd.in/g_eNurc _________________________________________________________________ #The401kpodcast #fernandorinconjrqka #Tedbenna #Retirementplan #401K #Charlesschwab #Fidelityinvestments #Retirement #Pension #Johnhancock #Nationwide #Tdameritrade #Transamerica #Vanguard #Money --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Apr 1, 2020
22 min
Episode 11 - The 401k Lady
Our 11th podcast episode is now available for your enjoyment.   On this episode we interviewed Jeanne Fisher, also known as "The 401(k) Lady". She is the managing director of Strategic Retirement Partners. In our interview we discuss her prior conversation with The Retireholi(k)s regarding before-tax and ROTH 401(k) contributions.    Please let us know what type of 401(k) contributions you prefer to use; before-tax or ROTH?   If you would like to support the 401(k) Podcast please visit our Patreon page by clicking on https://lnkd.in/gU_6DBU and donate $2.  Thank you.   YouTube Video - https://lnkd.in/gHPg8fA _________________________________________________________________  Music Credit: Author - Quincas Moreira  Song - Love or Lust  Youtube - https://lnkd.in/gyP7k-Q  In the meantime, visit my website https://lnkd.in/gY4VFzh  _________________________________________________________________  Podcast URL:  Anchor: https://lnkd.in/gvNceJk  Breaker: https://lnkd.in/gzPPJTD  Google: https://lnkd.in/gVzWS2b  Radio Republic: https://lnkd.in/gMzV6RM  Spotify: https://lnkd.in/gURts5w  Website: https://lnkd.in/g_jpakT  YouTube: https://lnkd.in/g_eNurc _________________________________________________________________  #The401klady #Pension #Retireholiks #JDCarlson --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Mar 1, 2020
19 min
Episode 10 - Common Financial Sense
Our 10th podcast episode is now available for your enjoyment.  On this episode we interviewed Harris Nydick. He is the co-author of Common Financial Sense and co-owner of CFS Investment Advisory Services, L.L.C. In our interview we discuss his AMAZING book Common Financial Sense and simple methods to save for retirement. Harris was also kind enough to provide us with 3 hard copies of his excellent book Common Financial Sense. Which we will giveaway to the first 3 listeners that comment on our video. To purchase a copy of Common Financial Sense, please click on the link below. https://www.amazon.com/Common-Financial-Sense-Strategies-Successful-ebook/dp/B07BQDRZ96 If you would like to support the 401(k) Podcast please visit our Patreon page by clicking on https://www.patreon.com/the401kpodcast and donate $2. Thank you. YouTube Video - https://www.youtube.com/watch?v=RWS_Sg0Fq8k&feature=youtu.be _____________________________________________________________________________________________Music Credit: Author - Quincas Moreira Song - Love or Lust Youtube - https://www.youtube.com/channel/UCL1zFMJb0sthwdAlGjGbdyg In the meantime, visit my website https://www.the401kpodcast.com/  _____________________________________________________________________________________________ Podcast URL: Anchor: https://lnkd.in/gvNceJk Breaker: https://lnkd.in/gzPPJTD Google: https://lnkd.in/gVzWS2b Radio Republic: https://lnkd.in/gMzV6RM Spotify: https://lnkd.in/gURts5w Website: https://lnkd.in/g_jpakT YouTube: https://lnkd.in/g_eNurc _____________________________________________________________________________________________ #The401kpodcast #fernandorinconjrqka #QKA #Rickunser #401kspecialistmag #Retirementplan #ASPPA #401K #Retireholiks #Brittneycastro #Charlesschwab #Fidelityinvestments #Retirement #Retirementplans #Vegan #LGBT #Pension #Johnhancock #Nationwide #Tdameritrade #Transamerica #Barackobama #Vanguard #Harrisnydick #Commonfinancialsense #401KPodcast #fernandorinconjr #401kfridays #Schwab #Empower #Voya #Lincolnfinancial #Vestwell #sequoiaconsulting #Fintech #Guideline #Forusall #401klady #Ascensus #Kaiserpermanente #Merrilllynch #Humaninterest #Weaverpartners #Kobebryant #Kobe #Bryant --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Feb 2, 2020
36 min
Episode 9 - The SECURE Act
Our ninth podcast episode is now available for your enjoyment. Please watch our video to learn about the SECURE Act. If you would like to support the 401(k) Podcast please visit https://lnkd.in/gvNceJk and donate $1, $5, or $10. Thank you. YouTube Video - https://www.youtube.com/watch?v=7_ftin6UBSc #The401kpodcast #401KPodcast #fernandorinconjr #fernandorinconjrqka #QKA #Rickunser #401kspecialistmag #Retirementplans #401k #ASPPA #Pension #Retireholiks #401kfridays #Charlesschwab #Schwab #Fidelityinvestments #Vanguard #Tdameritrade #Johnhancok #Nationwide #Transamerica #Empower #Voya #Lincolnfinancial #Vestwell #sequoiaconsulting #Fintech #Guideline #Forusall #Brittneycastro #401klady #Ascensus #Kaiserpermanente #Merrilllynch #Humaninterest #Vegan #Barackobama #Weaverpartners --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Jan 4, 2020
20 min
Episode 8 - 401(k) Resources
Please watch our video to learn about 401(k) resources in order to obtain reliable and verifiable information.   If you would like to support the 401(k) Podcast please visit https://lnkd.in/gvNceJk and donate $1, $5, or $10. Thank you.   YouTube Video - https://lnkd.in/gdwYvB3  Music Credit:  Author - Quincas Moreira  Song - Love or Lust  YouTube - https://lnkd.in/gyP7k-Q #fernandorinconjrqka #QKA #ASPPA #401K #Retireholiks #401klady #Rickunser #401kspecialistmag #401kfridays #Charlesschwab #Fidelityinvestments  --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Nov 22, 2019
10 min
Episode 7 - 401(k) & Pension Contributions
Our seventh podcast episode is now available for your enjoyment. Please watch our video to learn about the basic differences between 401(k) and pension contributions.  If you would like to support the 401(k) Podcast please visit https://lnkd.in/gvNceJk and donate $1, $5, or $10. Thank you.   YouTube Video - https://youtu.be/Z2ivlFD5l84  Music Credit:  Author - Quincas Moreira  Song - Love or Lust  Youtube - https://lnkd.in/gyP7k-Q #fernandorinconjrqka #QKA #ASPPA #401K #TheAmericanSocietyofPensionProfessionalsActuaries  --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Oct 29, 2019
7 min
Episode 6 - 401(k) Hardship Withdrawal
Our sixth podcast episode is now available for your enjoyment.   Please watch our video to learn about 401(k) hardship withdrawals.   If you would like to support the 401(k) Podcast please visit https://anchor.fm/fernando-rincon-jr-qka and donate $1, $5, or $10. Thank you.   YouTube Channel - https://www.youtube.com/channel/UCDS_gLbCVYtkGR4F6b0Ya4w?view_as=subscriber  Music Credit:  Author - Quincas Moreira  Song - Love or Lust  Youtube - https://lnkd.in/gyP7k-Q --- Send in a voice message: https://anchor.fm/fernando-rincon-jr-qka/message Support this podcast: https://anchor.fm/fernando-rincon-jr-qka/support
Oct 20, 2019
18 min
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