Browsing Tag
Retireholi(k)s
8 posts
The Great Debate: Target Date Funds vs. Managed Accounts
Ron Surz shares key points from this week’s Retireholics “Tall can Talks” debate about which is the better QDIA option
401k Market Minute: The Retireholics Finally Get It Right
While hardly a surprise, managing editor Brian Anderson reports that single seniors are having a much harder time…
Episode 34: Retireholi(k)s’ Resident Nerd Chad Johansen on the Biggest Challenges for TPAs and 401ks Advisors
Chad Johansen is a Partner and Director of Consulting with California-based Plan Design Consultants, and he’s also its…
Episode 21: Retireholi(k)s Host JD Carlson on PEP Dangers, Potential Magazine Covers and More
Pooled employer plans are getting a lot of attention, but do they live up to the hype? JD…
Trump Versus Biden on 401k’s Future: Retireholi(k)s
See John Sullivan discuss the presidential candidates on RetireHoli(k)s. What are the presidential candidates saying about the 401(k)?…
Carlson’s Catastrophe: Retireholi(k)s Revamp Banned for Life
In a disaster akin to New Coke, Retireholi(k)s’ pathetic attempt to revamp its stale and struggling brand only…
Nerd Fight! 401k Advisor Brawl Heats Up in Homestretch
Whack the bell and wind the clock, it’s time to decide which upstart advisor will take the belt…
What Issues Are Top 401k TPA JD Carlson Grappling With?
More fun with 401ks at the Fi360 conference in San Diego. The video is a short interview conducted…