Browsing Tag
Opinion
321 posts
401k Specialist website may include content written by our editors or provided by third parties. All statements and/or opinions expressed in these materials, and all articles and responses to questions and other content, other than the content provided by the Company, are solely the opinions and the responsibility of the person or entity providing those materials. These materials do not necessarily reflect the opinion of the Company.
Why Your TPA’s CRM Shapes Your Results (And How to Talk About It)
Stax.ai Founder & CEO Naru Muraleedharan says advisors live with the ripple effects of whatever software their TPA runs—so make sure your TPA has a modern platform
New Research Shines Light on Saver’s Match Potential
Tom Hawkins says work must be done to ensure new program lives up to enormous possibilities
Private Equity in 401(k) Plans: Policy Shift or Practical Reality?
Executive Order or not, 90 North Consulting’s Eric Dyson stresses that nothing in it requires addition of private equity to a defined contribution plan
Should 401(k) Plans Offer Annuities and Alternative Investments?
Jeff Briskin of Briskin Consulting questions whether private equity options should be included in retirement plan accounts
Small Employers Not Taking Advantage of Plan Startup Tax Credits—And That’s a Big Problem
Recent NBER report shows only 5.5% of eligible firms claim SECURE 2.0-expanded tax credit for starting workplace retirement plans
Managed Account QDIAs are Based Upon Risk Capacity Data — No Communication Whatsoever
Ron Surz says that to actually manage, you need to know risk tolerance, which requires communication because tolerance is emotional
Private Markets Gain Ground in DC Plans; But Education, Legal Clarity Remain Hurdles
As regulatory clarity improves and product innovation continues, Meketa Capital CEO Michael Bell says private markets could play a critical role in shaping the next generation of retirement strategies
Prudence be Damned; School’s Out – It’s a SNO Day!
What fiduciaries need to demonstrate when investing in “Shiny New Objects”
Why Preserving Small Balances Matters (and How Auto Portability Helps)
Tom Hawkins says auto portability is shifting the preservation of small balances from lofty ideal to an operational reality, safeguarding Americans’ futures one balance at a time
Is the Solution to the Retirement Crisis More Debt?
Basic Capital’s Nate Taylor touts the idea of using financing as a tool to help everyday Americans build wealth