D.C. Pension Geeks Brian Graff

Department of Labor Chief Operating Officer and senior staff member Tim Hauser joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final fiduciary rule, officially called the Retirement Security Rule.This frank and factual conversation between two fiduciary rule veterans tackles any questions or criticisms about the rule head-on.

Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known. Aron Szapiro, Head of Government Affairs with Morningstar, joins American Retirement Association CEO Brian Graff for a wide-ranging discussion about the rule and its future implications, as well as recent attacks on the country’s private retirement savin...

Defined contribution plans, and 401(k)s specifically, are increasingly under attack, criticized by think tanks and academics for perceived (yet easily refuted) flaws. What—and who—is behind the effort? Are the criticisms resonating and why are they happening now? Does the industry need to do a better job defending itself and are we effectively illustrating the 401(k)’s value proposition?Michael Davis, Head of Global Retirement Strategy for T. Rowe Price and a former Deputy Assistant Secretary...

‘Retirement provocateur’ Kathleen Kennedy Townsend played an instrumental role in the debate over retirement issues, resulting in significant policy ideas. A founder of the Georgetown University Center for Retirement Initiatives, the 40-year political veteran and former Maryland Lieutenant Governor joins American Retirement Association CEO Brian Graff for a provocative discussion about making it easy to save, state auto IRAs, national retirement plan proposals, and why people just don’t want ...

Academics are on the march, coming for the defined contribution retirement savings system with policy prescriptions that would fundamentally change employer-sponsored plans and what they’re designed to do. The system is failing; it only benefits the wealthy and doesn’t produce adequate retirement income, which is the chorus of commonly heard criticism.American Retirement Association CEO Brian Graff is joined by Peter Brady, a senior economist for retirement and investor research at the Invest...

Calling the latest iteration of the fiduciary rule “the third installment of a long running regulatory series,” American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about the Retirement Security Rule.The two fiduciary regulation ‘veterans’ sit down for a (very) comprehensive discussion the primary reasons EBSA thought it necessary to update the regulatory definition of investment advice and the goals and objectives in doing so.