Pooled employer plans are getting a lot of attention, but do they live up to the hype? JD Carlson has strong feelings on the subject.
The CEO of California-based TPA Plan Design Consultants is also the host of Retireholi(k)s, a fun and informative weekly webcast that combines alcohol, adolescent hijinks, and serious discussions of the issues surrounding retirement plans. It’s attracted some of the biggest names in the business, while also keeping people connected during the darkest times of the pandemic.
Carlson didn’t hold back, giving his frank opinions of PEPs and their retirement plan role moving forward.
We also attempted to get revenge for anyone who’s been in the Retireholi(k)s hot seat but as with everything Retireholi(k)s-related, it didn’t go as planned.
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
