Brian Graff
D.C. Pension GeeksEpisodes
Episodes of D.C. Pension Geeks
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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,
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 S
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
‘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 po
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 benefit
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
Robert L. Johnson, founder of RLJ Companies and BET, joins ARA CEO Brian Graff for a fascinating discussion about auto-portability, financial wellness, closing the savings gap, and MUCH more.
How do you expand retirement plan coverage for workers at scale (close the coverage gap), leverage the behavioral benefits of payroll deduction, and not place an undue burden on employers? One solution is increasingly effective—state-facilitate
“Our constituents are critically important to this country,” Investment Company Institute’s (ICI) Eric Pan tells Brian Graff in the latest episode of D.C. Pension Geeks. “They’re critically important not only to the economic success of the coun
Talk about a timely topic—the passage and adoption of state-facilitated retirement savings programs (usually auto-IRAs) continues, with the latest, Minnesota, happening in mid-May.It’s something that the Center for Retirement Initiatives (CRI)
Debt limits, ESG, presidential vetoes—how in the world did SECURE 2.0 pass in an overwhelmingly (and increasingly) partisan Washington? Where does retirement policy go from here, and what about that MAJOR retirement policy proposal that some me
What is on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup provisions?And, more basically, how is a regulation born—the process for develo
Fiduciary tort terror Jerry Schlichter and top ERISA attorney Tom Clark join American Retirement Association CEO Brian Graff for an insightful discussion about retirement plan litigation, record-keeping data, and much more. Here is what Schlich
Brian Graff continues his exclusive discussion with the Department of Labor’s Tim Hauser about what the Biden Administration rule really means for the retirement plan space.After putting its own stamp on the 2020 ESG rule issued by the Trump Ad
“What’s going on with ESG?” is a very big question. It might be easier to ask what isn’t happening with the controversial investment strategy (sector, philosophy, etc.). After putting its own stamp on the 2020 ESG rule issued by the Trump Admin
It’s hardly news about Washington’s political polarization, and many Americans at least say they want more bipartisanship in government. Who better to speak on retirement topics than Fichtner, Vice President and Chief Economist with the Biparti
In the inaugural episode of the DC Pension Geeks podcast, American Retirement Association CEO Brian Graff sits down with Lisa Gomez, the Department of Labor's Assistant Secretary for the Employee Benefits Security Administration (EBSA). In her
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