Kristin Lee is a Senior Analyst at Innovest Portfolio Solutions LLC, a Denver-based investment consulting firm. In her role, she contributes to retirement plan consulting and investment research.
The Re-Monetization of Retirement Plans with Managed Accounts
It’s advisable to monitor the outcome of recently filed litigation
The Dilution of the Retirement Plan Fiduciary
In recent years, the term “fiduciary” has been tossed out like parade candy. Is my broker a fiduciary?…
Why Creating Income Solutions in Target Date Funds is So Important
The passing of the SECURE Act of 2019 paved the way for increased utilization of lifetime income options. The…