Teresa Ghilarducci
Teresa Ghilarducci once called the 401k an immature, underdeveloped child that needs help over a mudpuddle to the curve when crossing a street. While we disagree, we love the imagery. A labor economis...
23 Aug 202116min
Marcia Wagner
Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the go-to person to explain complex regulatory guidance to the layperson, one reason the law firm she founded is so succ...
9 Aug 202110min
Ross Marino
We just have to ask if anyone knows if Ross Marino has time to sleep. Advisor2X, the firm he founded in 2010, has held over a thousand events in 50 cities, all focused on advisory practice growth. The...
19 Juli 202114min
Jania Stout
It’s difficult to find a better ambassador for the retirement plan space than Jania Stout, founder of Fiduciary Plan Advisors, a OneDigital company. Her enthusiasm and engagement are infectious and wh...
5 Juli 20219min
Barbara Roper
Barbara Roper is an outspoken advocate for effective regulation to protect the public from predatory practices, and she’s often critical of watered-down rules friendly to the industry. As director of ...
25 Juni 20219min
Samantha Russell
Samantha Russell is chief evangelist with Twenty Over Ten, a digital marketing platform for financial professionals. Russell’s practical yet insightful digital marketing tips and techniques have helpe...
7 Juni 202114min
Michael Finke
As pandemic restrictions evaporate and the U.S. economy looks to fully reopen, many 401k-focused advisors are predicting big things for the rest of 2021 as plan sponsors and participants refocus on re...
24 Maj 202119min
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 Maj 202114min
