Alex Assaley
With a total of roughly $1.7 trillion, student loan debt is a major issue for many Americans. Whether or not it’s an actual impediment to retirement saving, participants often believe it is, acting as...
10 Mai 202114min
Wade Pfau
Dr. Wade Pfau is a Professor of Retirement Income with The American College of Financial Services. Pfau’s low-key, academic style belies his groundbreaking research in the area of retirement income, m...
26 Apr 202114min
Jake Rushton
Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are o...
9 Apr 202111min
Ric Edelman
Private equity and retirement plans – do they belong together? It’s a complicated issue, with needed yield and diversification on the one hand and complexity and the potential for abuse on the other. ...
22 Mar 202113min
JD Carlson
Pooled employer plans are getting a lot of attention, but do they live up to the hype? JD Carlson has strong feelings on the subject. The CEO of California-based TPA Plan Design Consultants is also th...
8 Mar 202116min
Jean Chatzky
Is financial wellness actually working and is the general public even familiar with the term? Jean Chatzky is CEO and co-founder of HerMoney.com and the financial editor of NBC’s “Today” show. She’s a...
22 Feb 202112min
Fred Reish
Fred gets frank about fiduciary. It’s a new year, a new Congress, and a new direction with so many of the issues that affect the 401(k) and retirement plan space. This week, we turn to the one and onl...
8 Feb 202115min
David Blanchett
We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-date funds—do investors need to be “all in” in the...
25 Jan 202111min
