PULL TO REFRESH
The fireside-style Clubhouse room for the 401k industry experts to get curious, sometimes challenge the way of things, and ultimately influence positive progress for everyone.
“One of the most enjoyable resources on the Internet you can sink your teeth into…Competence, Conversation, Controversial”—Drew Tirney, 401kInABox
“Everyone should start their week with Faith”
—Jake Rushton
“Pure caffeine without the headache”
Bill Presson
The live recordings of the weekly banter:
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The Pace of Progress
Final live show, June 26, 2023
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Lessons From A Volcano
Discussing the near impossibility of putting yourself in their shoes - with guest expert Lisa Zakrzewski
Live on Monday at 10am ET June 12, 2023 -
Things to Come
Live on Monday at 10am ET June 5, 2023
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Uncertainty
Live on Monday at 10am ET May 22, 2023
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Mother's Day Edition | Meet Nena, my mama
Live on Monday at 10am ET May 15, 2023
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ESOP Conversations
Live on Monday at 10am ET May 8, 2023
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Running at Full Capacity
Live on Monday at 10am ET April 24, 2023
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Modern or Mayhem? Guest expert Brent Teague on Smooth 401k
Live on Monday at 10am ET April 17, 2023
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Live from NAPA 401k Summit with Bill Presson
Live on Monday at 10am ET April 3, 2023
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The Transitional Mindset
Live on Monday at 10am ET March 27, 2023
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The Promises of NAPA Summit
Live on Monday at 10am ET March 20, 2023
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Crutches or creatine: The well-intended advice we give
Live on Monday 10am ET March 13, 2023
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Retirement With the Future in Mind
Live on Monday 10am ET March 6, 2023
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Old White Cootie Herring
Live on Monday 10am ET February 27, 2023
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The Forgotten Side of Fintech
Live on Monday 10am ET February 20, 2023
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The Lies You've Been Told About Recordkeepers | Guest Expert: Jason Wroblewski
Live on Monday 10am ET February 13, 2023
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Secure 2.0 & The 60% with Caroline Markle Hammond
Live on Monday 10am ET February 6, 2023
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It's Business: Planning for Future Participants
Live on Monday 10am ET January 30, 2023
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When Ethics Loses Luster
Live on Monday 10am ET January 23, 2023
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Challenging The Top 10 of Secure 2.0
Live on Monday 10am ET January 16, 2023
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The Future of Peer-to-Peer Discussion
Live on Monday 10am ET January 9, 2023
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Resolutions Against All Odds with Lisa Zakrzewski
Live on Monday 10am ET January 2, 2023
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Retirement Unusual
Live on Monday 10am ET December 12, 2022
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Advice Not Taken
Live on Monday 10am ET December 5, 2022
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Robots Vs. Design
Live on Monday 10am ET November 28, 2022
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Secondhand Data with Bill Presson
Live on Monday 10am ET November 14, 2022
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The Media Influence with Samara Zarco Goytortúa
Live on Monday 10am ET November 7, 2022
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Nevin Adams
Live on Monday 10am ET October 31, 2022
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Change of the Guard
Chief Content Officer of American Retirement Association, Nevin Adams, passes the baton to Editor-in-Chief of 401(k) Specialist Magazine, John Sullivan
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Live from ASPPA Annual
Nevin Adams, Mary Ann Rocco
Live on Monday 10am ET October 24, 2022
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Live From Wealth At Work
Holly Knight, Apryl Pope, and Jake Rushton
Live on Monday 10am ET October 17, 2022
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RCH Auto Portability
Live on Monday 10am ET October 10, 2022
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Are Conferences Necessary
Live on Monday 10am ET October 3, 2022
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Finance Insights on OnlyFans
Live on Monday 10am ET September 26, 2022
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Greenwashing or ESG Investing
Live on Monday 10am ET September 19, 2022
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"Coverage for All" is not the call?
Live on Monday 10am ET September 12, 2022
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Announcement
Pull to Refresh, wraps up one year of airing with an announcement for the next season.
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The 2022 Recordkeeping Survey
Live on Monday 10am ET August 29, 2022
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What Value Do Relationships Have in the Digital Space | Guest Experts from Vestwell and 401kInABox
w/ guest experts Jordan Weiss (Vestwell) and Drew Tirney (401kInaBox)
Live on Monday 10am ET August 22, 2022 -
Gorilla vs Boutique with Guest Expert Jim Graham
Live on Monday 10am ET August 15, 2022
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Undressing the Mind with Holly Knight
Live on Monday 10am ET August 8, 2022
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The 401k Dating Scene
Live on Monday 10am ET August 1, 2022
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Is It Wrong to Retirement Party
Live on Monday 10am ET July 25, 2022
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Acceptable Vacation Mode
Live on Monday 10am ET July 18, 2022
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Risk, Worry, Longevity
Live on Monday 10am ET July 11, 2022
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Crypto
Live on Monday 10am ET June 27, 2022
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RISE & SHINE...and EARN
Live on Monday 10am ET June 20, 2022
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Social Security. How can we fix it?
Live on Monday 10am ET June 13, 2022
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LGBTQ 401k [recap]
Faith and Jake debrief from the live-only event to give a summary of what was discussed.
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LGBTQ 401k with Amy Garman
Live on Monday 10am ET June 6, 2022
A live-only event. -
LinkedIn Live Chaos & Conditions
Live on Monday 10am ET May 16, 2022
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Because I Said So
Live on Monday 10am ET May 9, 2022
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Crypto, Fidelity, Sen. Tuberville, and the Department of Labor
Live on Monday 10am ET May 2, 2022
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Inflation in Retirement. Will It Take Care of Itself?
Live on Monday 10am ET April 25, 2022
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The New Networking: A lightyear look beyond LinkedIn
Live on Monday 10am ET April 18, 2022
With guest expert, Megan Burke Roudebush, CEO + Founder, keepwith. There’s a new era of networking and it’s not Zoom or LinkedIn.
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Where 401k Marketing Falls Short
Live on Monday 10am ET April 11, 2022
With special guest expert, Jake Rushton AKA 401Ja(k)e, on taking 401k social.
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Hot From NAPA Summit
Live on Monday 10am ET April 4, 2022
We went live from NAPA Summit and tore into the insights from psychology, technology and behavioral economics brought in by Shlomo Benartzi regarding engaging individuals in their financial engagement -
Abuse, Coercive Control, and Spousal Consent in the 401k
Live on Monday 10am ET March 28, 2022
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The Price is Right
Live on Monday 10am ET March 21, 2022
Are companies like Penelope, Guideline and Human Interest telling the world that 401ks should be cheap? Or have they solved a problem that did not exist? We’re going to duke this out.
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Cryptocurrency
Live on Monday 10am ET March 14, 2022
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Life Expectancy
Guest cohosts: Nevin Adams, COO American Retirement Association, and JD Carlson, Host of Retireholics
Live on Monday 10am ET March 7, 2022
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Team Lock or Team Grant Access
Live on Monday 10am ET February 28, 2022
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Climate change impact on retirement
Live on Monday 10am ET February 21, 2022
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401k Communication: A request for tech
Live on Monday 10am ET February 14, 2022
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The 401k of the Future
Live on Monday 10am ET February 7, 2022
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Employer Mandate. Who should pay attention?
Live on Monday 10am ET January 31, 2022
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Open Banking. Open Finance. Open Retirement.
Live on Monday 10am ET January 24, 2022
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Retirement Account Leakage. What's it telling us?
Live on Monday 10am ET January 17, 2022
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Record-keepers Are All the Same, Aren't They?
Live on Monday 10am ET January 10, 2022
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What's Going Well in the Industry: A positive look for what's ahead
LIVE at 10am ET on January 3, 2022
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A Look at the NAPA Black Book 2021
Live on Monday 10am ET December 27, 2021
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The Impact of Expertise-Focused Efforts
Live on Monday 10am ET December 13, 2021
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The Job Market
Live on Monday 10am ET December 06, 2021
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The 4% Rule
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Women in Retirement
November 15, 2021
We discussed the direction of feminism and the big picture impact in our advocacy efforts of women’s rights. We got to hear from Erika Goodwin , ARA’s Advocacy Engagement Manager, who shared with us powerful aspects about the Women In Retirement Conference that are not advertised. -
Merger of Ascensus and Newport Group
November 8, 2021
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Mega Roth for side-hustlers
November 1, 2021
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Generational marketing
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Domestic Violence & Retirement Policy
October 25, 2021
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ASPPA Annual
October 18, 2021
Live from the conference. -
Proxy Voting
October 11, 2021
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Retirement Policy Alignment
October 4, 2021