Author: John Iekel

Article Index

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

Kmak: Stop the Race to the Bottom on Fees

There are plenty of financial pressures on DC plans, providers and sponsors. Not to mention the importance clients place on fees when considering whether to drop an investment manager. In a June 20 session at the 2016 SPARK National Conference held in Washington, D.C., Tom Kmak, CEO of Fiduciary Benchmarks, offered some ideas on how that can be addressed.   Read More

Retirement Readiness: Risks and Perceptions

How financially ready are most Americans for retirement? What threatens pre-retirees’ financial stability during the accumulation phase? A May 5 session at LIMRA’s 2016 Retirement Industry Conference offered some hard data on perceptions of — and risks to — retirement readiness.   Read More

5 Keys to a Successful Web Platform

Increasingly, a 401(k) plan’s digital platform — both website and mobile — is becoming participants’ main point of contact with the plan, upping the ante on the quality and efficiency of the user experience. What can consumer research tell us about doing a better job of fulfilling users’ digital expectations?   Read More

Things Plan Sponsor Clients Won’t Tell You

“It’s all about communication.” That sums up the core message that Chatham Partners Managing Director Joshua Dietch and UBS Financial Services Senior Vice President for Wealth Management Harris Gignilliat conveyed in an April 18 workshop presentation at the 15th annual NAPA 401(k) Summit.   Read More

Graff: Meet the New Reality

“We can’t walk away from this. It’s not going anywhere.” Opening the 2016 NAPA 401(k) Summit April 17, American Retirement Association CEO and NAPA Executive Director Brian Graff captured the new environment ushered in by the Department of Labor in its final fiduciary rule.   Read More

The ROI of Financial Wellness

Improving financial wellness is a matter of behavioral economics, according to Ramsey Solutions’ Brian Hamilton and Stonestreet Advisor Group’s founder and Principal Barbara Delaney. The two spoke at an April 17 workshop session at the NAPA 401(k) Summit in Nashville.   Read More