In last year's August cover story, "Long Hard Road," we spoke with various members of the industry about what they were seeing and their hopes and expectations for the future. We recently checked back in with Felipe Barganier and Desiree Coleman to get their perspectives on where things currently stand.
Financial professionals Courtenay Shipley at Retirement Planology, Kristen Deevy at Pensionmark, Katrina Bell at Zuna, and Deane Mayerhofer at Strategic Retirement Partners reflect on mentors, challenges, and the 401(k) industry.
If you ask me for one specific thing, one single inappropriate thing that she'd said or done—something concretely wrong—I'd have nothing to hold up to the light of your scrutiny.