Retirement Crisis in America Al Jazeera America May 14th, 2014 *click the image or hyperlink to view the interview and feature story
Fiduciary News Exclusive Interview: Brian Graff Blasts Stupid Retirement Suggestions from Capitol Hill
Excerpt: “FN: At the NAPA Summit in New Orleans recently, you got into a debate with Teresa Ghilarducci about her idea to require all 401k plans to include index funds. Can you give us a recap of her position and why you disagree with it? [For background, readers may be interested in reviewing “Does the… Continue reading
NAPA Taps Dimitriou as NAPA President for 2014-2015
Steven Dimitriou, AIF, AAMS, PRP, has been named President of the National Association of Plan Advisors. At the opening session of the 2014 NAPA 401(k) Summit March 23, Marcy L. Supovitz, NAPA’s founding president, passed the gavel to Dimitriou, who will serve as president for 2014-2015. Dimitriou, a managing partner at Mayflower Advisors, LLC, in… Continue reading
NAPA Honors Kathleen Kelly with 401(k) Advisor Leadership Award
The National Association of Plan Advisors is proud to honor Kathleen A. Kelly, CRPS, AIFAwith NAPA’s prestigious 401(k) Advisor Leadership Award at the annual NAPA 401(k) Summit. The award designates the best advisor in the industry excellence in leadership, career achievement and client service. “This is among my favorite moments throughout NAPA’s year. Honoring and… Continue reading
Obama’s 2015 Budget Is a House of Cards
The following is a statement from Brian H. Graff, Executive Director/CEO of the American Society of Pension Professionals & Actuaries (ASPPA) in response to the proposed fiscal year 2015 budget President Barack Obama released today: “Unfortunately, this year’s budget proposal includes the same wrong-headed attacks on employer-sponsored retirement plans as last year. The double tax… Continue reading
Fox Business, Money with Melissa Francis (live): Saving for retirement in the worst-case scenarios
Saving for retirement in the worst-case scenarios ASPPA’s CEO, Brian Graff appeared on FBN’s Money with Melissa Francis to talk about various scenarios in which individual retirement accounts could be injured if Chairman Camp’s tax reform proposal was passed into law.
Fiscal Times: 6 Reasons myRAs Won’t Ease the Retirement Crisis
6 Reasons myRAs Won’t Ease the Retirement Crisis Excerpt: “…require someone whose company doesn’t have any retirement plan to go to their employer and say she wants to do this, and then the employer would have to say ‘OK’ and put it in place,” says Brian Graff, executive director and chief executive officer of the… Continue reading
Financial Times: Don’t Curb ‘Death Master File’ Access for 401(k)s
ICI: Don’t Curb ‘Death Master File’ Access for 401(k)s Excerpt: “The Department of Commerce seems to intend for access to continue as groups go through the certification process, says Judy Miller, director of retirement policy at the American Society of Pension Professionals & Actuaries, another signatory to the letter. “But [the department’s intention] wasn’t clear,”… Continue reading
The Wall Street Journal: Do you know what’s wrong with your 401(k)?
Do you know what’s wrong with your 401(k)? Excerpt: “Experts also say that good advice is personalized and customized. And one way of telling whether the advice personalized is “if the adviser asks questions about (your) situation whether online, on phone, or in person,” said Fred Barstein, the founder and the CEO of the Retirement… Continue reading
Bloomberg Businessweek: Savings Plans for Low-Income Workers Ready by Year-End, Lew Says
Savings Plans for Low-Income Workers Ready by Year-End, Lew Says Excerpt: “This isn’t earth-shattering stuff,” said Brian Graff, chief executive officer of the American Society of Pension Professionals & Actuaries. “But it is a step in the right direction to get more people saving for retirement, which I would think is a bipartisan issue.” “I… Continue reading