In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman welcomes Jania Stout, the National Retirement Practice Leader at Prime Capital Financial. Jania shares her extensive experience in the retirement plan industry and discusses important strategies for financial advisors to help their clients transition into retirement. The conversation covers the significance of financial education, the role of financial wellness programs, and the integration of private markets in 401k plans. Jania also provides insights into effective communication with plan participants and the importance of building long-term relationships. Watch now for valuable tips and expert advice on retirement planning!

00:00 Introduction and Welcome
01:18 Meet Jania Stout: Retirement Expert
04:01 Challenges in Retirement Planning
06:38 Engaging and Educating Participants
14:03 Scaling Financial Wellness Programs
20:51 Private Markets in 401(k) Plans
25:30 Conclusion and Contact Information

Learn how Zephyr can help financial advisors build fund lineups for employer-based retirement plans here.
Learn more about Prime Capital Financial here: