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Opinion
327 posts
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What Younger Generations Potentially Miss With HSAs and How Employers can Help
Matt Farrar of Voya explains how plan sponsors can work with participants to take advantage of an employer-provided HSA
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
3 Ways Financial Education Empowers Plan Sponsors and Employees at All Levels
Jeremy France of Morgan Stanley underscores how utilizing financial education can drive better outcomes for plan sponsors and employees
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