Browsing Tag
Opinion
321 posts
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What Q1 Stock Setback Means to TDF Investors—Imprudence that was Hiding Until Now
Ron Surz says most target date funds are not diversified, but undiversified concentration in US stocks and bonds was helping until now. Diversified glidepaths perform best in Q1
The Impact Anti-DEI/ESG May Have on Fiduciary Responsibility
To act in the best interests of a client, a fiduciary has a duty to align the client’s goals and objectives with their core values, priorities, and sense of purpose
The Saver’s Match and Auto Portability: A Powerful Combination
Tom Hawkins says combining the power of the upcoming SECURE 2.0 change with the efficiency of auto portability provides a unique opportunity to create a more inclusive, effective retirement savings system
The Yin and Yang of Personalized 401(k) Investments
Ron Surz says personalized products are not all the same. Personalization requires interaction
The Accelerating Adoption of Auto Portability: A Market Adoption Theory Perspective
Tom Hawkins says market adoption theory provides a useful framework for explaining why auto portability is on the cusp of becoming a mainstream feature in retirement plans
The Compelling Case for Women and Auto Portability
Tom Hawkins illustrates how women face unique retirement savings challenges that auto portability can address
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”