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Indhold leveret af Gordon Asset Management, LLC, Gordon Asset Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Gordon Asset Management, LLC, Gordon Asset Management, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Cloud Realities
1:02:15
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1:02:15There is huge potential for the leverage of data (and AI) to provide the most modern Citizen digital experiences, but that has to be balanced with managing deep legacy challenges and, of course, security risk. In a special episode this week, Dave and Rob talk to Craig Suckling, UK Government Chief Data Officer about modern public services, the challenges and opportunities in unleashing data in a safe and secure way, how AI fits into all of this and how Governments can lead the way in secure and ethical AI implementation. TLDR: 01:56 The Chief Software Officer?! 05:40 Cloud conversation with Craig Suckling 57:55 Christmas with the kids and Lego! Guest: Craig Suckling: https://www.linkedin.com/in/craigsuckling/ Hosts: Dave Chapman: https://www.linkedin.com/in/chapmandr/ Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ Guest host Sandeep Kumar: https://www.linkedin.com/in/sandeepkumar99/ Production: Marcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/ Dave Chapman: https://www.linkedin.com/in/chapmandr/ Sound: Ben Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/ Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ ' Cloud Realities' is an original podcast from Capgemini…
#42 - Q423 Retirement Plan Update w/ Todd Zempel
Manage episode 397460581 series 2792741
Indhold leveret af Gordon Asset Management, LLC, Gordon Asset Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Gordon Asset Management, LLC, Gordon Asset Management, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.
Kapitler
1. Intro (00:00:00)
2. 2023 Market Recap (00:00:34)
3. 2024 401k Contribution Limits (00:02:26)
4. 401k Litigation Updates (00:03:08)
5. The Future of 401k (00:04:43)
6. Potential Health Plan Litigation? (00:05:46)
7. Important Disclosures (00:07:45)
44 episoder
Manage episode 397460581 series 2792741
Indhold leveret af Gordon Asset Management, LLC, Gordon Asset Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Gordon Asset Management, LLC, Gordon Asset Management, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.
Kapitler
1. Intro (00:00:00)
2. 2023 Market Recap (00:00:34)
3. 2024 401k Contribution Limits (00:02:26)
4. 401k Litigation Updates (00:03:08)
5. The Future of 401k (00:04:43)
6. Potential Health Plan Litigation? (00:05:46)
7. Important Disclosures (00:07:45)
44 episoder
Alle episoder
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The Gordon Asset Management Podcast
1 #44 - Mid-Year 2024 Market and Retirement Plan Update w/ Todd Zempel 10:17
10:17
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10:17Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first half 2024 market performance and discuss the retirement plan provisions most likely to be adopted by plan sponsors according to PlanSponsor.com.
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The Gordon Asset Management Podcast
1 #43 - Q124 Retirement Plan Update w/ Todd Zempel 12:30
12:30
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12:30Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.
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The Gordon Asset Management Podcast
1 #42 - Q423 Retirement Plan Update w/ Todd Zempel 8:45
8:45
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8:45In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.
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The Gordon Asset Management Podcast
1 #41 - Market Brief - November 20, 2023 w/ Glenn Moore 4:04
4:04
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4:04As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ. Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pinpoints the contraction of bank lending growth and an alarming rise in delinquencies in consumer debt, particularly among younger demographics, as potential omens of a rocky road ahead.…
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The Gordon Asset Management Podcast
1 #40 - Protecting Your Company from Costly Retirement Plan Lawsuits w/ Todd Zempel 8:02
8:02
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8:02As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits? In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges. From the implications of these lawsuits to the robust solutions available, we're bringing you an enlightening conversation that's essential for every business owner or management team overseeing company retirement plans. Tune in, stay informed, and protect your business.…
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The Gordon Asset Management Podcast
1 #39 - T. Rowe Price Capital Appreciation Revisited w/ Ira Carnahan 32:22
32:22
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32:22The Gordon Asset Management Podcast welcomes back Ira Carnahan to the show. Ira Carnahan is a portfolio specialist working on the Capital Appreciation Fund at T. Rowe Price Investment Management. We've invited Ira back on to give an update on the T. Rowe Price Capital Appreciation fund and discuss their new Capital Appreciation Equity ETF (TCAF). For more information, please visit troweprice.com. Please refer to the important disclosures at the end of the podcast. Outro music compliments of Id Obelus: https://idobelus.bandcamp.com/…
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The Gordon Asset Management Podcast
1 #38 - March 2023 Market Review & Outlook with Centre Funds' James Abate 34:28
34:28
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34:28Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equity fund (DHANX). For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.…
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The Gordon Asset Management Podcast
1 #37 - Energy Update with Brad Olsen, Portfolio Manager for Recurrent Advisors 47:16
47:16
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47:16Join Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund. On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor. For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.…
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The Gordon Asset Management Podcast
1 #36 - Fall 2022 Market Review & Outlook with Centre Funds' James Abate 54:38
54:38
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54:38Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a turnaround, and portfolio positioning within the Centre American Select Equity fund (DHANX). For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.…
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The Gordon Asset Management Podcast
1 #35 - Spring/Summer 2022 Market Review & Outlook with James Abate 45:04
45:04
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45:04Please join us for a spring/summer 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.
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The Gordon Asset Management Podcast
1 #34 - Macro Musings with Glenn & Z (05.06.22) 37:38
37:38
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37:38Join Glenn and Z as they contemplate recent market volatility, fed rate hikes, and factors indicating we could be on the cusp of a recession. For more information about the firm, please visit WealthQB.com.
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The Gordon Asset Management Podcast
1 #33 - Russia/Ukraine update: What's the deal with oil? w/ Brad Olsen of Recurrent 40:00
40:00
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40:00What's the deal with oil? The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Brad's take on the situation and opportunities for investment amidst the turmoil. For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.…
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The Gordon Asset Management Podcast
1 #32 - Sustainable Target Date Fund Investing w/ Natixis 32:13
32:13
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32:13Join us for a discussion about sustainable/ESG investing via target date funds with Jonathan Rickets from Natixis. For more information about Natixis, please visit im.natixis.com.
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The Gordon Asset Management Podcast
1 #31 - Fall/Winter Investment Outlook with James Abate 11.19.21 30:44
30:44
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30:44Please join us for a fall/winter '21-'22 investment outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.
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The Gordon Asset Management Podcast
1 #30 - Weekend Update with Glenn & Z (11.12.21) 35:39
35:39
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35:39On this special weekend update edition of the podcast, join Glenn & Z as they discuss inflation, the Rivian IPO, ESG investing, the liquidity-induced NFT craze, and other hot topics of the week. For more information about our firm, please visit www.WealthQB.com Music compliments of Id Obelus: https://idobelus.bandcamp.com/…
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The Gordon Asset Management Podcast
1 #29 - The anatomy of a balanced fund wsg/ T. Rowe Price's Ira Carnahan 37:38
37:38
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37:38The Gordon Asset Management Podcast welcomes Ira Carnahan to the show. Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund. T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers. On the podcast Ira explains the management philosophy behind the fund and highlights some potential areas of growth. For more information, please visit troweprice.com. Music compliments of Id Obelus: https://idobelus.bandcamp.com/…
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The Gordon Asset Management Podcast
1 #28 - QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit 3:46
3:46
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3:46Is your personal data a plan asset or can service providers use this data to cross-sell financial products? In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. For more information about our firm, please visit www.WealthQB.com
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The Gordon Asset Management Podcast
1 #27 - The 4th Industrial Revolution is Here w/ Tom Snyder, Executive Director of RIoT 26:27
26:27
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26:27The Gordon Asset Management Podcast welcomes Tom Snyder to the show. Tom is the executive director of Raleigh NC's RIoT organization. RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space. On the podcast Tom discusses what happening at RIoT, the business climate in North Carolina, and upside potential for technology during the 4th Industrial Revolution. For more information about Tom or RIoT, check out www.riot.org.…
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1 #26 - A growthy way to invest in real estate w/ Burland East 37:06
37:06
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37:06The Gordon Asset Management Podcast welcomes Burland East to the show. Burl is CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund. On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potential for growth. For more information about Burl, please visit aacadvisers.com.…
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1 #25 - Entrepreneur legend Scot Wingo opines on everything 36:24
36:24
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36:24The Gordon Asset Management Podcast welcomes Scot Wingo to the show. Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups. On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy. For more information about Scot check out his podcast, the Jason & Scot Show at www.retailgeek.com or follow Spiffy at www.getspiffy.com.…
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The Gordon Asset Management Podcast
1 #24 - The State of Free Enterprise w/ Northwood University's Dr. Dale Matcheck 34:30
34:30
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34:30The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show. Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system. On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well as the shortfalls of higher education. For more information about Dr. Matcheck or Northwood University, please visit Northwood.edu.…
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1 #23 - What is Responsible Investing? wsg/Megan Fielding, Senior Director of Responsible Investing, TIAA/Nuveen 28:31
28:31
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28:31The Gordon Asset Management Podcast welcomes Megan Fielding to the show. Megan is Senior Director of Responsible Investing for TIAA/Nuveen. On the episode Megan breaks down what Responsible Investing (also known as ESG or Sustainable Investing) is and the potential opportunity it has created for investors. For more information about Megan or TIAA/Nuveen, please visit nuveen.com.…
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The Gordon Asset Management Podcast
1 #22 - "Meme Stonk" Special Report with James Abate, former hedge fund manager who co-authored the book on short selling 36:55
36:55
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36:55Join the Gordon Asset Management Podcast for a special 'meme stonk' special report with James Abate. James is a former hedge fund Manager and author of the book "Short Selling: Strategies Risks and Rewards". James is also founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast, we discuss the wild action this week in 'meme stonks' like GameStop and the potential for knock-on effects in other areas of the market. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.…
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The Gordon Asset Management Podcast
1 #21 - TIAA Target Date Fund Update wsg/Stephen Noll & Kyle Wall, Portfolio Managers, TIAA/Nuveen 27:12
27:12
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27:12The Gordon Asset Management Podcast welcomes Stephen Noll & Kyle Wall to the show. Steve and Kyle are Portfolio Managers for TIAA/Nuveen's Multi Asset (target date) team. TIAA/Nuveen has been recognized by Lipper as the "best mixed asset large fund company" 5-years in a row (2016-2020). On the podcast Steve and Kyle lay out the philosophy behind the construction and management of TIAA/Nuveen's target date fund series which has resulted in stellar performance relative to their peers. For more information about TIAA/Nuveen, please visit nuveen.com.…
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The Gordon Asset Management Podcast
1 #20 - Small-Cap Growth Update wsg/Samantha Lau, Co-CIO at Alliance Bernstein 25:46
25:46
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25:46The Gordon Asset Management Podcast welcomes Samantha Lau to the show. Samantha is , Co-Chief Investment Officer for Small and SMID Cap Growth Equities at Alliance Bernstein. On the podcast Todd Zempel and Samantha discuss the process she and her team employ which has resulted in substantial outperformance in her investment strategies. For more information about Samantha or Alliance Bernstein, please visit https://www.alliancebernstein.com/…
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The Gordon Asset Management Podcast
Join Todd Zempel and Joe Gordon as they discuss bright spots in the market and widening breadth of the market recovery including a resurgence in energy, industrials, and financials.
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The Gordon Asset Management Podcast
1 #18 - American Funds Target Date Fund update wsg/John Doyle, SVP & Retirement Strategist, American Funds 31:40
31:40
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31:40The Gordon Asset Management Podcast welcomes John Doyle, Senior Vice President & Retirement Strategist for Capital Group / American Funds to the show. On the podcast we discuss the past, present, and future of Target Date Fund solutions, differentiators among TDF providers, and considerations for TDF suitability. For more information about Capital Group / American Funds, please visit https://www.capitalgroup.com/.…
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The Gordon Asset Management Podcast
Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the widening breadth of the market recovery, the COVID stimulus bill, potential problems in the labor market, and other market moving events of the week.
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The Gordon Asset Management Podcast
1 #16 - Special Guest: Brian Graff, CEO of the American Retirement Association 24:10
24:10
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24:10The Gordon Asset Management Podcast welcomes Brian Graff, CEO of the American Retirement Association ("ARA") to the show to discuss the current retirement plan regulatory landscape. For more information about Brian, the ARA, or current retirement advocacy efforts, please visit usaretirement.org or araadvocacy.org.…
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The Gordon Asset Management Podcast
1 #15 - 401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of Vestwell 25:49
25:49
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25:49Join Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping. With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, please visit vestwell.com.…
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The Gordon Asset Management Podcast
Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss more vaccine-induced euphoria, the employment situation, and other market moving events of the week.
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The Gordon Asset Management Podcast
Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the vaccine-induced euphoria that led to a record-breaking rally in the stock market during November 2020.
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The Gordon Asset Management Podcast
1 #12 - A Brief History of the 401(k) wsg/Ted Benna, The Father of the 401(k) 40:20
40:20
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40:20Join Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on Ted, please visit http://benna401k.com/.…
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The Gordon Asset Management Podcast
1 #11 - Guest Interview: James Abate of Centre Asset Management, LLC 30:24
30:24
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30:24Joe Gordon and Todd Zempel welcome James Abate to the show to discuss his views on the market, potential investment opportunities on the horizon, and James' philosophy on managing money. James A. Abate, MBA, CPA, CFA, is the Chief Investment Officer of Centre Asset Management, LLC, and the portfolio manager of the firm's American Select Equity and Global Listed Infrastructure Strategies. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.…
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The Gordon Asset Management Podcast
Join Joe Gordon, Todd Zempel, and Glenn Moore to recap the news and events of the week. Topics include the election, electoral college voting process, Pfizer's news about a COVID-19 vaccine, stimulus efforts, and potential for inflation.
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The Gordon Asset Management Podcast
1 #9 - ELECTION EDITION: 11.03.20 Market Update 30:54
30:54
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30:54Join Joe Gordon and Todd Zempel for a special 11/3/2020 election edition of the Gordon Asset Management Podcast. Tune in to hear their thoughts on the market and the possible fallout from either a contested election or landslide victory.
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The Gordon Asset Management Podcast
Join Joe Gordon, Todd Zempel, and Glenn Moore as they discuss the week's news and market action. Topics include an update on employment, stimulus efforts, a look at the monetary supply & inflation, and the upcoming election.
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The Gordon Asset Management Podcast
Join Joe Gordon, Glenn 'Macro View' Moore, and Todd Zempel to discuss the week's market activity including an update on US COVID-19 cases, the DOJ Sherman Anti-Trust Act action against Google, Treasury deficits, and inflation prospects.
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The Gordon Asset Management Podcast
Join Joe Gordon and Todd Zempel as they discuss the week's market activity and economic news. During the podcast they will touch on the rally in mega-cap tech stocks, small caps, the recent uptick in COVID-19 cases, as well as the upcoming election and its investment implications.
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The Gordon Asset Management Podcast
Please join Joe Gordon and Todd Zempel as they discuss the week's market and economic activity including Trump's COVID diagnosis, the Russell 2000 rebound, and more.
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The Gordon Asset Management Podcast
1 #4 - Hot take on the 1st Presidential Debate 16:11
16:11
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16:11Glenn Moore and Todd Zempel discuss the 1st 2020 presidential debate and the takeaways for the markets & economy (or lack thereof).
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The Gordon Asset Management Podcast
Join Joe Gordon and Todd Zempel as they discuss market performance, economic developments, coronavirus cases, and the upcoming presidential debate.
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The Gordon Asset Management Podcast
Join Joe Gordon, Glenn Moore, JT Stilley, and Todd Zempel as they discuss the questions clients are asking. How do I invest ahead of the election? How do I manage volatility? Where can I find shelter from market volatility?
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The Gordon Asset Management Podcast
Join Joe Gordon and Todd Zempel as they cover important financial news and information.
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