Interviews
Exclusive Interview: Omnipresent Marcia Wagner on All Things ERISA
“I see the greatest exposure in not being clear as to what the fees are and what they are for.”
Exclusive Interview: Industry Veteran Greg Carpenter Draws a Line Against Too Much 401k Paternalism
“If you’re comfortably middle class, you can make the 401k work as a retirement vehicle.”
Exclusive Interview with Roger Wohlner: On Annuities, Target Date Funds and the Fiduciary Standard
“Studies have shown that the largest factor in determining the success level of retirement savers is their level of savings.”
Exclusive Interview with Phyllis C. Borzi: Why Plan Sponsors Shouldn’t Treat Their 401k Plans Like Cheap T-Shirts
Borzi: “…the average person would prefer to work with people who are legally required to provide unbiased investment advice and put the client’s interests first.”
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.
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.
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.
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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