Author: John Iekel

Article Index

Working Together for Better Outcomes

“It really isn’t about technology vs. humans. It’s about working together for better outcomes,” said Cynthia Loh, GM of Betterment for Business, one of the panelists in a March 19 NAPA 401(k) Summit “super session” on the intersection of technology and high-touch.   Read More

Financial Services Firm Sues CFPB

An unnamed financial services company is suing the Consumer Financial Protection Bureau (CFPB) in the U.S. District Court for the District of Columbia over the CFPB’s exercise of power and the plaintiff’s contention that it is unchecked.   Read More

The Taxman Cometh, Graff Warns

What’s the retirement plan industry’s biggest concern in the coming election? American Retirement Association CEO Brian Graff addressed the issue in the opening session of the 2016 ASPPA Annual Conference at National Harbor, Md. Oct. 23.   Read More

Industry Preps for DOL Fiduciary Rule

Panel discussions at the June 20-21 SPARK National Conference in Washington, DC offered insights into the effects the DOL’s final rule is already having and how the retirement industry can prepare in the 10 months remaining before the rule’s effective date.   Read More