Browsing Tag
Opinion
263 posts
Truly Managed Accounts are Not QDIAs: Opinion
When is a managed account not managed? When it’s a QDIA,” says Ron Surz
Prediction: A Bleak Retirement for Generation Beta?
Ben Franklin showed how to easily avoid that outcome – but only if YOU act now!
5 for 25
Don Trone says ‘B’ all you can be in 2025 when it comes to improving retirement outcomes
Voldemort and Your 401(k)
A Post-Mortem on the Benartzi-Adams “Debate”
Building a Service Model Dedicated to Healthcare Clients
Addressing the needs of employees in healthcare to promote overall wellbeing and improve retirement outcomes, resulting in increased employee retention
Smart Personalized 401(k) Investments
Ron Surz says personalization is for the wealthy because they do not default. For the poor who do default, the answer is “personalized” safety for all in their QDIA
Lessons Learned, Insights Gained for Staying Ahead of the Marketing Curve
In her latest 401(k) Client Connection column, Rebecca Hourihan tackles advanced marketing tactics, reflecting on what’s worked and a deeper dive into micro changes that have a major impact
Personalized Target Date Accounts Provide Ability to Manage Risk Preferences
Ron Surz says fund managers are coming to market with PTDAs melding target date glidepaths with managed accounts, removing the one-size-fits-all shortcoming of TDFs
VP Debate Again Ignores Social Security Troubles
As in the Sept. 10 Trump-Harris debate, Tuesday’s Vance-Walz debate sidesteps a key issue to undecided voters
Echo Boomers are the Next Retirement Wave. What Will Target Date Funds Look Like for Them?
While Baby Boomers will likely not benefit from TDF improvements, Ron Surz says Millennials should