Browsing Tag
Phyllis Borzi
7 posts
Borzi Sounds Alarm on Trump’s 401(k) Alternatives Order
Former EBSA head says offering private assets in DC plan investment lineups may expose fiduciaries to a range of potential ERISA liabilities
Phyllis Borzi, Mark Iwry and David Kasiarz Earn 2024 Lifetime Achievement Awards from EBRI
Employee benefits industry leaders honored for careers devoted to preserving, protecting and enhancing retirement security and health benefits
Senate Confirms Rutledge to Key Department of Labor Post
On Thursday, the full Senate confirmed Preston Rutledge to serve as Assistant Secretary for the Employee Benefits Security Administration.…
Just Who is Trump DOL Nominee Preston Rutledge?
Preston Rutledge nomination raises questions on his EBSA leadership style, comparing his approach to Phyllis Borzi’s regulatory legacy.
Fiduciary Frustration Finds Audience in 401(k) Advisors
“I’ve been in a room with Phyllis Borzi where she said 90 percent of all rollovers were imprudent,”…
Bureaucrat Borzi Blunt About Fiduciary, Fees, Fears
Phyllis Borzi fiduciary rule insights shared at Fi360, highlighting challenges, public engagement, and lasting impact on financial services.
‘Father of 401(k)’ Ted Benna Sounds Off on DOL Fiduciary Rule
Ted Benna wants to make something absolutely clear; a warning for 401(k) advisors specifically, and the industry in…