401(k) Fridays Podcast

Employers and Retirement Plan Fiduciaries have the difficult task of selecting retirement plan advisors. The names and titles alone can be incredibly confusing! Of the 100,000 practicing advisors, 3,000 are active in the retirement market and may be considered "DC Specialists" as my guest Robin Green, SVP & Head of Data & Analytics at Ann Schleck & Company | Fi360 would call them.  She breaks down DC specialists into three sub-categories: The Broker, the Cowboy, and the Consultant.  Additionally, we discuss: Three types of fiduciaries and what it means when an advisor claims 3(21), 3(38), and participant level fiduciary status. Three important questions to ask your current advisor in light of the new DOL rule. Weighing the difference between cost and value, and How model portfolios, retirement solutions, fees and expertise should be considered while benchmarking and selecting advisory services.  Episode Guest Robin Green is Senior Vice President and head of Data & Analytics at Ann Schleck &a