Fiduciary News

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Interviews

Exclusive Interview: Dr. Peter C. Earle Answers Whether Index Funds Are Too Much Of A Good Thing

    Exclusive Interview: Dr. Peter C. Earle Answers Whether Index Funds Are Too Much Of A Good Thing

“This lack of active involvement could lead to inefficiencies, reduced liquidity, and potential market instability, as prices may not accurately reflect the underlying value of securities.”

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Exclusive Interview: Sheryl Garrett Says We Aren’t Doing Enough To Mitigate Conflicts-Of-Interest

    Exclusive Interview: Sheryl Garrett Says We Aren’t Doing Enough To Mitigate Conflicts-Of-Interest

I don’t think the plan service providers should provide participant advice. Advice to participants should be provided by a non-related third-party fiduciary.

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Exclusive Dueling Interviews: Jack Towarnicky vs. Larry Starr on 401k Plan Loans (And More!)

    Exclusive Dueling Interviews: Jack Towarnicky vs. Larry Starr on 401k Plan Loans (And More!)

Should 401k plans allow participants to take loans from their retirement savings accounts? Is pre-retirement access to 401k assets constructive or destructive?

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Exclusive Interview: Expert Witness Scott Simon Testifies On Common Trust Law And The ERISA Fiduciary

    Exclusive Interview: Expert Witness Scott Simon Testifies On Common Trust Law And The ERISA Fiduciary

“The ERISA plaintiffs’ bar has overlooked the potential value of the Restatement’s prudent investor rule and its application to litigation involving 401k plans.”

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Exclusive Interview: Nevin Adams On Being RINO—‘Retired In Name Only’

    Exclusive Interview: Nevin Adams On Being RINO—‘Retired In Name Only’

A major retirement industry thought leader collects his gold watch. Here’s his inside story. And he’s sticking to it.

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Exclusive Interview: Harold Evensky: Reg BI ‘Makes Absolutely No Sense’

    Exclusive Interview: Harold Evensky: Reg BI ‘Makes Absolutely No Sense’

“I was [once] a major skeptic of the use of annuities, I have subsequently changed my mind regarding the efficacy of low-cost fixed and variable annuities in both personal and retirement accounts.”

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Exclusive Interview: Robert Weiss Says We’ve Become ‘A Nation Of Watchers’

    Exclusive Interview: Robert Weiss Says We’ve Become ‘A Nation Of Watchers’

You probably need three to five to 10 videos for each one of those topics or personas that you have. You might have one topic that somebody who is in their early twenties versus their early fifties, is looking at very, very differently.

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Exclusive Interview: Terrance Power On Challenges And Surprises Of 401k PEPs In 2021

    Exclusive Interview: Terrance Power On Challenges And Surprises Of 401k PEPs In 2021

Beyond the usual gestation period, here are some specific “trigger points” which plan sponsors have reacted to that have accelerated their decision to move into a PEP?

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Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions

    Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions

How do we design and administer retirement plans?

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Exclusive Interview: Spencer Williams Says Post Separation Leakage “A Huge Problem”

    Exclusive Interview: Spencer Williams Says Post Separation Leakage “A Huge Problem”

In theory, 401k plans were always intended to be highly portable, but that’s not what happened. “Portability” only evolved to the extent that the most-attractive balances were picked off and rolled over to IRAs, and everyone else was left holding the bag.

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