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Interviews

Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’

    Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’

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?

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Exclusive Interview: Nevin Adams on “Fake Research” and Underreported Good News

    Exclusive Interview: Nevin Adams on “Fake Research” and Underreported Good News

When is a “problem” not really a problem? And what can be better than success, even if no one knows about it.

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Exclusive Interview: In A Sneak Preview, Phyllis Borzi Speaks Frankly On ESG And Projected Income Mandate

    Exclusive Interview: In A Sneak Preview, Phyllis Borzi Speaks Frankly On ESG And Projected Income Mandate

“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.

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Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

    Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?

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Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise”

    Exclusive Interview: Terrance Power Says 401k PEPs Showing “Upmarket Surprise”

In the coming ascendency of 401k PEPs, here’s what might surprise you, and here’s what might disappoint you.

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Exclusive Interview: Jean-Pierre Aubry Explains Research That Concludes ESG Investments Do Not Belong In Retirement Plans

    Exclusive Interview: Jean-Pierre Aubry Explains Research That Concludes ESG Investments Do Not Belong In Retirement Plans

“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.”

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Exclusive Interview: Ron Rhoades Warns Millennials Still Afraid Of Stocks And Suggests What To Do About It

    Exclusive Interview: Ron Rhoades Warns Millennials Still Afraid Of Stocks And Suggests What To Do About It

The 2020 Frankel Fiduciary Prize Award winner leaves nothing untouched on this wide-ranging interview that will amaze and delight you.

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Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

    Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

“That is one of the key weaknesses of the SEC’s Reg BI. It allows brokers to claim they are working in an investor’s best interest without being held to a legal duty of loyalty”

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Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)

    Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)

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.

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Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain

    Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain

“As far as adopting employers, I would recommend an ERISA attorney because an MEP isn’t the right fit and fiduciary solution for every plan sponsor.”

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