Kyli M. Soto and Troy Jensen
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Kyli M. Soto, AIF, CPFA is a Vice President and Consultant at Innovest Portfolio Solutions. Troy Jensen, QKA, APA is a Principal and Consultant at Innovest Portfolio Solutions. They are members of the Denver-based investment consulting firm's Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to to maximize efficiencies for retirement plan clients. More information on Innovest can be found at www.innovestinc.com.
Should They Stay or Should They Go?
When it comes to 401(k) participants no longer working at a company, Innovest’s Kyli Soto and Troy Jensen take inspiration from The Clash classic in suggesting why plan sponsors might want to provide nudge toward moving those assets out of plan
December 4, 2023