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Interviews

Exclusive Interview with Fred Reish: 401k Plan Sponsors Who Fail to Properly Evaluate Fees “at Risk”

“High” fees are not necessarily “bad” fees, and plan sponsors who don’t know why this is so may be in for some trouble.

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Exclusive Interview with Tamar Frankel: DOL Should Return to ERISA’s Original Definition of Fiduciary

The DOL changed the original ERISA definition of Fiduciary to exempt marginal players. Those players are no longer marginal.

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Exclusive Interview with fi360’s Blaine Aikin: Competitive Forces Favor Fiduciary Standard

Investors who understand the fiduciary standard demand it, and practitioners who fail to embrace it will find themselves at an increasingly competitive disadvantage.

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Exclusive Interview with CFA’s Barbara Roper: Why a Fiduciary Standard Helps All Investors and 401k Plan Sponsors

America’s leading investor advocate explains why we need a fiduciary standard and why we should have never been having this debate in the first place!

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Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Final Take

As bad a some industry players are, it’s always caveat emptor. Both plan sponsors, in their role as fiduciaries, and 401k investors must assume personal responsible and be accountable for their own retirement.

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Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Ugly

In choosing ratings points over debate points, Smith sacrificed the logic of the straight-forward for the pyrotechnics of a religious argument, and, in doing so, lost credibility with that portion of his audience that knew better.

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Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Bad

In that drive for ratings points, producers often – willingly or unwillingly – must make a pact with the devil.

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Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Good

If they only stayed on the straight and narrow path, they would have proved their point.

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Exclusive Interview with fi360’s Duane Thompson: Dual Registration’s Impact on the Fiduciary Standard

In many ways, the fallout of the Merrill Rule made this debate what it is today.

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Exclusive Interview with Ary Rosenbaum: The 3 Biggest Compliance Obstacles for 401k Plan Sponsors

Here’s a quick overview of the most important facts surrounding key regulatory laws and rules, with some practical legal advice thrown in.

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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.