Browsing Tag
Opinion
262 posts
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
Back to the Future: Conduit (Roth) IRAs
Before “dashboards,” GAO should embrace the Conduit (Roth) IRA—A superior solution for consolidating retirement savings
A More Enlightened Approach to Uncashed Distribution Checks
How auto portability can solve the problem of uncashed checks that draw regulatory scrutiny and could trigger a plan audit
After SECURE 2.0: Rethinking Roth 401(k) vs. Roth IRA
No controversy—Roth 401(k) and Roth IRA are still “better together”
Retirement Preparation Without Tax Preferences? Part 2
Experts say it might be much the same. I doubt that!
Retirement Preparation Without Tax Preferences? Part 1
Experts say it might be much the same. I say that’s foolish!
Forfeiture Litigation Raises New Issues for Plan Fiduciaries
Groom Law Group’s George M. Sepsakos covers allegations and potential implications of recent lawsuits against plan fiduciaries related to the use of plan forfeitures
Reviving Client Appreciation Gifts
Rebecca Hourihan says let's bring back the joy of giving, and in doing so, strengthen bonds with those who matter most—your clients