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TSP
224 posts
Target Date Fund Theory and Evidence
Ron Surz argues that 401(k) participants are not getting the protection that academic lifetime investment theory prescribes and are therefore much less protected than they should be near retirement
Bridging the Gap: Staring Down the Retirement Industry’s Biggest Challenge
The problem—and opportunity—facing advisors: Americans who lack of access to a 401(k) at work
Facts Don’t Back Recent Criticism of Voluntary Retirement Plan Market
Op-ed: ICI Chief Economist Sean Collins fires back at critics of the U.S. retirement system who seek to paint it as average or broken
Controversial ‘Retirement Savings for Americans Act’ Reintroduced in Congress
The reestablished bill is now backed by large-scale institutions and tech corporations including Goldman Sachs, SHRM, Uber and DoorDash
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down
SEC Amends ‘Names Rule’ to Fight Greenwashing
The SEC voted to amend a rule that would mandate investment names with sustainable themes to invest at least 80% of its asset into funds
Why a Crash Like 2008 Would Decimate Boomers in TDFs
Ron Surz says a 2008-level stock market crash would be 17 times worse today because so many more Boomers have money in target date funds
401(k) Assets Top $7 Trillion at 2023 Mid-Point
Quarterly ICI data released Thursday shows 4.1% increase during second quarter while total U.S. retirement assets approach $37 trillion
SIFMA Challenges Missouri Rules on Socially Conscious Investments
Under Missouri rules, financial professionals must obtain client signatures on state-scripted documents before providing advice on “social objectives or nonfinancial objectives"
Gen Z 401(k) Balances Spike in Past Year, Fidelity Data Shows
Fidelity Q2 analysis reveals average retirement account balances for 401(k)s, 403(b)s and IRAs all increased by double digits and “401(k) millionaire” ranks swell, thanks to steady contributions and positive market conditions