Browsing Tag
Opinion
321 posts
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DOL in Open Revolt Over Fiduciary Rule Delay
Russia, immigration, health care—Trump has bigger fish to fry, so don’t expect much movement with the fiduciary rule one way…
April 13, 2017
What the United Airlines Incident Says About Fiduciary Excellence
When do you do your best work? When someone tells you what and how to do it, or…
April 11, 2017
A Surprising 401(k) Defense From an Unlikely Source
401(k) system working well, says Mother Jones, defending flexibility against Wall Street Journal concerns over retirement leakage.
April 10, 2017
Dumbing Down Smart Beta in 401(k)s
Smart beta is a term straight from a dystopian bestseller, as if a mathematical measure of a security’s volatility possesses anthropomorphic intelligence.
April 4, 2017
How Trump Tax Tragedy Will Terrorize 401(k) Advisors
Now it’s just getting weird. Regulatory rollbacks have market soaring, something most 401(k) advisors would applaud. But one…
March 22, 2017
Is Alicia Munnell a 401(k) Fan or Not?
Defined contribution outcomes review asks if a 30+ year shift from DB to DC delivers comparable income and successful participant results.
March 14, 2017
Why Do Sponsors of Small 401(k)s Get Hosed?
The overall message in a recent article regarding declining 401(k) fees is positive. However, it notes the following:…
March 10, 2017
Braindead Dems Strike 401(k) Fear: Opinion
Illinois pension debt crisis deepens as state pushes a mandatory IRA plan while lawmakers focus on zombies over finances.
March 7, 2017
Here’s Why 401(k) Wellness and Education Matter
401(k) education seminar empowers employees with tailored advice, boosts participation, and ensures ERISA Section 404(c) compliance.
March 5, 2017
Is 401(k) Financial Wellness a Waste of Time?
Over the past three years, I have had the opportunity to speak in front of hundreds of advisors…
March 4, 2017