Browsing Tag
NAPA 401(k) Summit
86 posts
2016 401k Summit: Don Trone Disses Fiduciary Rule
Don Trone isn’t happy—and it isn’t a pretty sight. The fiduciary bulldog and CEO of consulting firm 3ethos…
April 18, 2016
A 401(k) Bear Market for Bonds?
“The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly…
April 18, 2016
The Next Phase of 401(k) Financial Education is …
Bill Chetney doesn’t hold back on where he sees 401(k)s go right—and wrong. The former LPL exec and…
April 17, 2016
2016 401(k) Summit: CEO Brian Graff ‘In Your Face’ About Fiduciary Rule
American Retirement Association CEO Brian Graff employed a simile at the organization’s 401(k) Summit in Nashville on Sunday…
April 17, 2016
2016 401k Summit: Music City Madness with a Bit of Fiduciary Fun
The Department of Labor’s final fiduciary rule is sure to be top of mind (and subject matter) at…
April 16, 2016
2016 401(k) Summit: Millennium Trust Like What it Sees
A little over a week after the release of the DOL’s final 401(k) fiduciary rule to great fanfare,…
April 16, 2016