âPerhaps the continued confusion can be expected given that the term âbest interestâ is not defined in Reg BI and the word âfiduciaryâ is not used in defining the new standard. It makes it harder to understand.â
Interviews
Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?
When is a “problem” not really a problem? And what can be better than success, even if no one knows about it.
“Encouraging lifetime income distributions was one of my major initiatives at DOL and my biggest regret was that I was not able to move the ball forward as much as I wanted during my time there.” Here she explains why.
Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?
In the coming ascendency of 401k PEPs, here’s what might surprise you, and here’s what might disappoint you.
“Our review of the academic literature found that ESG was either unrelated or had a negative relationship to investment performance…The only studies that I know of that report positively about ESG are white papers by asset management firms.”
The 2020 Frankel Fiduciary Prize Award winner leaves nothing untouched on this wide-ranging interview that will amaze and delight you.
“That is one of the key weaknesses of the SECâs Reg BI. It allows brokers to claim they are working in an investorâs best interest without being held to a legal duty of loyalty”
He also reveals the greatest misconception regarding MEPs, what the SECURE Act really did, and when we might begin to see the mass media start paying attention.
