# Phyllis Borzi

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Savings Fitness

- Phyllis Borzi, Assistant Secretary of Labor of the Employee Benefits Security Administration - Please call 1-800-388-9700 for a free review of your financial portfolio

Phyllis Borzi: Lessons From Eight Years At The DOL & Forecasting The Future of Retirement Plans

This episode was a real treat for me and hopefully will be for you. I am excited share my conversation with The Honorable Phyllis Borzi, the former Assistant Secretary of Labor for the Employee Benefits Security Administration under President Obama. We covered a range of topics that regardless of y…

Human Capital: Phyllis Borzi Concerned About Fiduciary Rule, Reg BI Alignment

In episode No. 18 of ThinkAdvisor's Human Capital podcast, we talk with the former assistant secretary of the Labor Department's EBSA during the Obama administration. Listen in as Borzi also talks about the current political turmoil surrounding SEC Chairman Jay Clayton, as well as the trouble spots…

How Financial Planning Affects Your Life

-Phyllis Borzi, Assistant Secretary of Labor of the Employee Benefits Security Administration (EBSA) Moe discusses setting aside your emotions, taking decisions in advance and talks to Phyllis Borzi about the Savings Fitness: A Guide to Your Money and Your Financial Future report.

Stocks Lose Steam - How Sound Is Your Financial Plan?

- Phyllis Borzi, Assistant Labor Secretary discusses financial planning - Please call 1-800-388-9700 for a free review of your financial portfolio

INTERVIEW: How Financial Planning Affects Your Life

-Phyllis Borzi, Assistant Secretary of Labor of the Employee Benefits Security Administration (EBSA) - Please call 1-800-388-9700 for a free review of your financial portfpolio

The Vig

On this special ERISA Watch episode, our host Elizabeth Hopkins examines the upcoming Supreme Court argument in the Hughes v. Northwestern University case, which will be held on Monday December 6, 2021. In Hughes, participants in a defined-contribution retirement plan allege the plan paid too much …

Season 1 Episode 6 - Carrots & Sticks: The Impact of Regulations on the Retirement System

While saving for retirement has been simplified and streamlined in recent decades, with tools like auto-enrollment and target date funds, the retirement savings ecosystem is anything but simple. It's a complex confluence of innovators, service providers, employers, workers, consultants, lawyers, an…

Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements

This week, Jamie Hopkins talks with Phyllis Borzi, Former Assistant Secretary of Labor for EBSA, about the importance of (really) putting a client’s best interest first, her time as a public servant under President Obama, and the impact of the redefined DOL fiduciary rule on retirement planning. Yo…

Phyllis Borzi: Lessons From Eight Years At The DOL & Forecasting The Future of Retirement Plans

This episode was a real treat for me and hopefully will be for you. I am excited share my conversation with The Honorable Phyllis Borzi, the former Assistant Secretary of Labor for the Employee Benefits Security Administration under President Obama. We covered a range of topics that regardless of y…