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Interviews

Exclusive Interview: Dale Neibert Explains 21st Century 401k Plan Design

    Exclusive Interview: Dale Neibert Explains 21st Century 401k Plan Design

If you want to understand how sophisticated plan sponsors think, you need to talk to sophisticated plan sponsors. For many years, Dale Neibert served as part of a two-man operation that headed one of the nation’s most sophisticated 401k plans. He explains how this plan sponsor incorporated advance behavioral finance techniques, and how it avoided some of today’s most dangerous fads.

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Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

    Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

“We have reached a watershed moment for retirement planning and saving.”

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Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

    Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”

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Exclusive Interview with Ron Rhoades: “I am opposed to the entire concept of government-run plans”

    Exclusive Interview with Ron Rhoades: “I am opposed to the entire concept of government-run plans”

The retirement world will change, whether the industry wants it to or not. One thing is for sure, though, “financial literacy efforts, while effective for such matters as personal budgeting and proper use of credit, can’t overcome the huge knowledge gap that exists between individual investors and those who stand ready to prey upon them.”

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Exclusive Interview with Ted Benna: Quits Supporting Fiduciary Rule, says “Not Sufficient”

    Exclusive Interview with Ted Benna: Quits Supporting Fiduciary Rule, says “Not Sufficient”

Ted Benna says ERISA/PBGC – not the 401k – killed pension plans and that pensions no longer make sense given our current job-hopping demographics. He also says a lot more in this must read interview.

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Exclusive Interview with Wade Pfau: Distribution Strategy Just as Important as Savings

    Exclusive Interview with Wade Pfau: Distribution Strategy Just as Important as Savings

Oft-quoted professor Pfau also says you can’t turn back fiduciary, Rule or No Rule, and there’s still no easy way to compare reverse mortgage options.

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Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

    Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

“Millennials seek instant gratification. Putting money away today to live off of forty years from now isn’t nearly as sexy as a trip to Thailand with your girlfriends or tickets to the World Series. I’m not saying there’s anything wrong with that, but you’ve got to strike a balance between today and tomorrow.”

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Exclusive Interview with fi360’s Blaine Aikin: DOL’s Fiduciary Rule “Takes Advisors to a Fork in the Road”

    Exclusive Interview with fi360’s Blaine Aikin: DOL’s Fiduciary Rule “Takes Advisors to a Fork in the Road”

Aiken says “There is no turning back” on DOL’s Fiduciary Rule as its momentum is “unstoppable” and regulation is “a lagging indicator.”

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Exclusive Interview with Phyllis C. Borzi: Independent “Business Decisions” May Lead Companies to Apply Fiduciary Standard Broadly

    Exclusive Interview with Phyllis C. Borzi: Independent “Business Decisions” May Lead Companies to Apply Fiduciary Standard Broadly

The DOL’s Assistant Secretary reveals how she and her staffed learned from initial attempts and why it led to a much stronger Conflict-of-Interest Rule.

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