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Aron Szapiro - The Data, Empirical Information Fueling the Final Fiduciary Rule

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Manage episode 416848575 series 3450220
Content provided by Brian Graff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Graff or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 savings system. This is an episode not to miss.

  continue reading

Chapters

1. Retirement Policy With Morningstar's Aaron Shapiro (00:00:00)

2. Morningstar's Role in Public Policy (00:04:35)

3. Analysis of Small Plan Market Savings (00:14:26)

4. Discussion on Rollovers and Retirement Planning (00:21:57)

5. The Future of Retirement Savings (00:29:29)

6. Geeky Chat on Podcast (00:45:43)

17 episodes

Artwork
iconShare
 
Manage episode 416848575 series 3450220
Content provided by Brian Graff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Graff or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 savings system. This is an episode not to miss.

  continue reading

Chapters

1. Retirement Policy With Morningstar's Aaron Shapiro (00:00:00)

2. Morningstar's Role in Public Policy (00:04:35)

3. Analysis of Small Plan Market Savings (00:14:26)

4. Discussion on Rollovers and Retirement Planning (00:21:57)

5. The Future of Retirement Savings (00:29:29)

6. Geeky Chat on Podcast (00:45:43)

17 episodes

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