Browsing Tag
Opinion
321 posts
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The Game is Changing for Target Date Funds
Marginal players fold. Newbies assail whales. Bet on the newbies.
October 18, 2023
ESG Issues Continue to Make Headlines
Groom Law’s George Sepsakos and Jake Eigner describe regulatory and political developments in the ever-shifting environmental, social and governance landscape
October 10, 2023
Best Laid Plans: Let’s Help People Not Go Astray
While we live in a world of uncertainty, LeafHouse’s Todd Kading says there are ways to provide comfort to those who would like to have a plan that doesn’t wildly shift what income they can count on in retirement
October 9, 2023
Managed Accounts Can’t Work for Defaulted 401(k) Participants
Because defaulted participants do not want to engage, you can’t know what they need and want
October 2, 2023
Unlocking the Power of Retirement Plans for Climate Action
In this op-ed, Impact Experience’s Yejide Olutosin and Jenna Nicholas discuss a recently published opinion letter providing a legally defensible framework for evaluating ESG factors in employer-sponsored retirement plans
September 25, 2023
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
September 18, 2023
Focus Shifts to Plan Sponsors as Portability Network Set to Go Live
As operations begin in October, plan sponsors will take center stage as they begin to adopt auto portability and witness its tangible results
September 6, 2023
Nostalgia, Baby Boomers and Target Date Funds
Baby Boomers have spoken. They want to be protected from investment losses. We should listen.
August 22, 2023
An Exemplary Multiemployer 401(k) Plan
Ron Surz says “retire with dignity’ is the guiding mission of this union 401(k), a “poster child” for what he says a defined contribution plan should be
August 16, 2023
Why the Future is Now Brighter for Small-Balance Retirement Accounts
Tom Hawkins explains two key developments that dramatically improve the outlook for retirement accounts with small balances
August 11, 2023