401(k) Fridays Podcast

Phyllis Borzi: Lessons From Eight Years At The DOL & Forecasting The Future of Retirement Plans

Informações:

Synopsis

This episode was a real treat for me and hopefully will be for you. I am excited share my conversation with The Honorable Phyllis Borzi, the former Assistant Secretary of Labor for the Employee Benefits Security Administration under President Obama.  We covered a range of topics that regardless of your involvement with workplace retirement plans should keep your interest. I am also proud that while we talked about her time at the DOL, the majority of our focus was looking forward and exploring how her experience can help employers today and those who want to shape the future of the workplace retirement system.  We also hit on two pieces of unfinished business Phyllis wished she had more time to work on while she was at the DOL, what the Perez Principle is and whether employers also suffer from choice overload in retirement plans.  Finally, we cover a few topics near and dear to her heart and what she thinks of some of the current retirement proposals in front of congress today to reform the retirement system.