Joey Santos-Jones
55 posts
Secretary Acosta’s Fiduciary Rules, Resignation and Future
Secretary of Labor Alexander Acosta announced his resignation Friday amid criticism of actions taken in a sex-crimes case…
July 12, 2019
On the Spot: How Do You Define Financial Wellness?
John Tabb, co-founder and president of Questis, breaks it down. This video features an interview with John Tabb…
May 12, 2019
Help in Valuating a 401k Advisory Business
Accurately valuing an advisory business can be tricky. Thankfully, Christine Stokes and Nuveen are here to help. Stokes,…
May 7, 2019
Two Major 401(k) Trends Happening Now
Cheri Belski from T. Rowe Price zeros in on what’s happening and why. Belski is a vice president…
May 6, 2019
401k Technology and Integration Pays Off
Jerry Bramlett with FuturePlan by Ascensus makes a big announcement about the firm. The video features an interview…
May 5, 2019
401(k) Education: Know Your Participant Demographic
It still (still!) needs to be said—Millennials and Baby Boomers send and receive information differently. Think it might…
May 5, 2019
Why Corporate Social Responsibility is Getting Attention
Cara Duke from Resources Investment Advisors clues us in.
May 3, 2019
How 401k Plan Design is Changing for the Better
David Hinderstein from Strategic Retirement Group explains what it means.
May 2, 2019