Industry Voices

April 13, 2017

The Role of Families in Lifetime Financial Security

Some who step up to help family members when needed will have adequate resources, creating no impact on their retirement security, but for some others, family help may drain their resources and leave them in a worse or difficult situation for retirement.

April 04, 2017

Barry’s Pickings Online: Roth-only?

Michael Barry, president of the Plan Advisory Services Group, shares his thoughts about lawmakers’ consideration of making the current pre-tax retirement savings system an after-tax system.

October 31, 2016

Barry’s Pickings Online: Intimations of Mortality

Michael Barry questions whether there is a lack of commitment to Social Security as a social insurance system, but rather a desire to use the opportunity presented by the Social Security “crisis” to cook up more schemes for re-distributing income from “rich people.”

October 03, 2016

Barry’s Pickings Online: No More Happy Talk

It’s time to face the reality that saving for retirement is tough, and policies need to address the fact that the cost of saving for retirement is higher and employees don’t have any additional money to save.