Interviews
Exclusive Interview: Christopher Carosa Explains 2 Ways Hey! What’s My Number? Can Increase the Odds Retirement Savers Will Retire in Comfort
Answers to the questions you’ve all been asking these past six years.
Exclusive Interview: Skip Schweiss Calls Disclosure “Terrible,” Says It Would “Confuse” Investors
Schweiss says forcing brokers to abide by a fiduciary standard probably is “not a good strategy any more” and the government is no longer a viable part of the fiduciary solution.
Exclusive Interview: Don Trone Reveals 401k Plan Sponsors Want This Instead of a Fiduciary
Discover why “fiduciary” is the last word you want to bring up to 401k plan sponsors.
Exclusive Interview: Jerry Schlichter Reveals 3 Ways 401k Plan Sponsors Can Avoid a Fiduciary Breach
“If diversification of products in the annuity is limited, the product may result in a fiduciary breach because…”
Exclusive Interview: Knut Rostad says Fiduciary Debate “80% Political”; Advocates Out-Lobbied by Wall Street Opponents
“If we can’t explain to investors how they benefit from fiduciary advice, frankly, we don’t deserve their confidence, much less their business.”
Exclusive Interview (Part I): Phil Chiricotti to Retirement Industry: Outsource Fiduciary and combine with HSA or Die!
Industry veteran identifies the most critical issue facing employers today and plan sponsors’ job #1.
Exclusive Interview (Part IV): Phil Chiricotti Sees MEPs as THE Fiduciary Solution for Small Plans
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
Exclusive Interview (Part III): Phil Chiricotti Offers Surprising Comments on the Fiduciary Standard
“ERISA needs a statutory fix… or [we need] a DOL that employers can trust.”
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