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 Jun 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 Jun 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 Mai 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 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
