Industry Voices

Winning by Default

George White, from Custodia Financial, discusses how the IRS’ new distribution code for retirement plan loan defaults could help inform the retirement industry.

Barry’s Pickings Online: Trump DOL Mid-Term Report Card

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, offers his opinions about retirement plan issues addressed—and not addressed—by the Department of Labor under President Donald Trump.

Barry’s Pickings Online: A Burnt-Out Case

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, discusses the multiemployer pension plan crisis, who may be to blame, and his views on writing off the multiemployer pension system.