Interviews
Exclusive Interview (Part II): Phil Chiricotti says Lobbying to Replace 401k is “Lunacy”
“[S]kewed articles with sensational headlines have become the norm… 401k plans are the most successful savings vehicle in history.”
Exclusive Interview: Harold Evensky says Robo-Advisors “Roadmap to a Rocky Future”
The Dean of the financial service industry speaks out on robo-advisors, consumer confusion, and the “You” test.
Exclusive Interview: Ron Surz Says Regulators Can’t Solve Target Date Fund Problems
“Advisers should be very scared of being implicated in the lawsuits that will happen.”
Exclusive Interview: Ric Edelman Answers Child IRA Question and Reveals Today’s Investors’ Biggest Question
“In the future, people will look back on today’s era with wonder and astonishment, finding it hard to believe there once was a time when the standard was not applied – just as people today look back at racial segregation, women’s suffrage and similar eras.”
Exclusive Interview: ASPPA Head Brian Graff Blasts ‘Stupid’ Retirement Suggestions from Capitol Hill (and Others)
A leader of the field pulls no punches.
Exclusive Interview: Quinn Curtis Reveals True Intent of the Curtis/Ayres 401k Fee Paper
The headlines may highlight “High Fees,” but the authors really want to change the court’s view of “fiduciary.”
Exclusive Interview: Treasury Senior Advisor Mark Iwry Explains the Early History of the 401k and Where We Might be Heading
The DOL might get all the press, but the IRS has played – and continues to play – a significant role in the evolution of the 401k.
Exclusive Interview with Investor Advocate Kathleen McBride: SIFMA Seeks to Protect Business Model Where Client Serves Broker, Not the Fiduciary Model Where the Broker Protects the Client
“There’s a relatively simple solution to this. Eliminate the broker-dealer exemptions and the ERISA exceptions.”
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