Paul Kubasiak, CFA, serves as Director of Institutional Investment Strategy at TIAA-CREF Individual & Institutional Services, LLC, based in Glenview, Illinois. With over a decade of experience in financial services, he specializes in retirement plan strategy, asset allocation, and investment risk management for institutional clients.
Prior to joining TIAA in 2022, Kubasiak held senior roles at Northern Trust and Sheridan Road Financial, where he advised on portfolio construction and retirement planning. He is a Chartered Financial Analyst (CFA) and holds Series 63 and 65 licenses, authorizing him to provide investment advisory services in Illinois.
Why Participants Should Consider a Roth Conversion During Downturns
A Roth conversion can be a beneficial action for investors who remain calm and thoughtful amidst the market chaos
How to Vet Target-Date Funds
Target date funds (TDFs) differ significantly in terms of asset classes, glide path, fulfillment, and fees. It is a rich variety to choose from and at the same time may add to one’s perplexity. So, how do plan sponsors evaluate a TDF series?
A Staple of 401(k) Plan Investing is Challenged
Saving and investing for retirement requires participants to be steadfast in their contributions and stay the course when…