Browsing Tag
Opinion
259 posts
The Right Way to Select a QDIA
Fully documenting the process of analyzing and selecting a strategy that aligns with participant demographics provides the highest level of legal protection for your QDIA selection
DOL Final Fiduciary Rules Could Resolve Conflicting Interests in Target Date Funds
Ron Surz warns TDF participants will be the big losers in the next market correction—unless they start using personalized target date accounts
‘401(k) Industry Owns Congress’ Claims POLITICO Report
While detailing extreme effectiveness of retirement industry lobby, exhaustive report calls it out it for providing tax breaks weighted toward wealthy and blowing out deficit
America’s Mobile Workforce Meets Their Saver’s Match
Tom Hawkins says the new program is poised to deliver significant benefits for lower-income savers
Taking a Google Maps Approach to Professional Development
Don Trone explains how AI provides information; Interactive MindMaps provide knowledge that can be instrumental in critical training for fiduciaries
Dispelling Cost Myths of MEPs, PEPs and GoPs
Ron Surz explains how pooled plans can cut down on costs and administrative burdens for small employers looking to sponsor a retirement plan
Unlocking Individuality: Is Your 401(k) Managed Account Tailored to You?
LeafHouse’s Kassandra Hendrix says technology is making an enhanced level of personalization more seamless and cost-effective
Fiduciaries Incite Revenge of the Baby Boomers
New CFA Institute research confirms that target date funds expose Boomers to much greater risk than the theory TDFs pretend to follow
Addressing the Racial/Ethnicity Retirement Plan Gap: It’s More Than Demographics
David Blanchett explores reasons behind the lower than average participation rates of Black and Hispanic workers
Senate Committee Agrees that Social Security is Essential—Not Much Else
Opinion: Why Wednesday’s Senate HELP Committee hearing missed the mark—wrong issue, wrong committee