MiB: Financial Engines’ Jeff Maggioncalda
This week on our Masters in Business interview, we speak with Jeff Maggioncalda, co-founder and former CEO of Financial Engines....
Retirement Inequality
In the Republican presidential debate Wednesday night, the issue of income inequality came up with surprising frequency. Why that...
Nudge? More Savings, Less Choice
Firms are boosting automatic retirement-savings rate, but there is some pushback from employees: Click for ginormous graphic...
Firing a Researcher on Fiduciaries for Breaching A Fiduciary Duty
Over the years, I have written and spoken positively about the fiduciary standard (see e.g., this or this or this). Simply stated, a...
401Ks Should Not be Complicated or Expensive
Over the years, I have been critical of the way 401(k)s are created, administered and managed. They can be expensive and filled with...
The Fiduciary Standard is Coming!
In 2011, the Securities and Exchange Commission published a study, mandated by the Dodd-Frank Act, which concluded that all financial...
Investor Friendly Tax Policy Both Parties Can Like
It’s tax day. Perhaps like millions of your fellow Americans, you waited to the last minute to file and will be trudging off to the...
Attention Fiscal Conservatives: New IRA/401k Fiduciary Rules...
Fiscal Hawks Should Love Cheaper Retirement Plans Changes in rules governing retirement-plan managers and advisers will lower their fees,...