401(k) Roundtable

Rick Unser

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.

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401(k) Roundtable

Episodes (272)

Tue May 19th Behind the Curtain on Mergers & Acquisitions
Apr 16th Has the Moment for Retirement Income Finally Arrived?
Feb 10th The Resilient Market: What 2025 Taught Us About Long-Term Investing

401(k) Roundtable

May 19, 2026
51 minutes
47 MB

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, how organizations think beyond scale to focus on clients and participants, and what can drive se...

401(k) Roundtable

Behind the Curtain on Mergers & Acquisitions

Rick Unser

00:00 -50:51