Browsing Tag
Ron Surz
82 posts
Coming Soon to a 401(k) Plan Near You: Personalized Target Date Accounts
Why to consider an emerging disruptive innovation that combines managed accounts with TDFs
Beware: Target Date Funds Ignore Sequence of Return Risk
Unlike in 2008, there could be lawsuits for ignoring it
Two Self-Evident Steps to Retire with Dignity
Some say fiduciaries don’t know or care about TDF risk. That will change
A New Door Has Opened in 401(k) Target Date Fund Lawsuits
The plaintiff’s bar is watching and will act in the next 2008-like debacle
Require Disclosure of 401(k) Target-Date Fund Risk Near Retirement
Fiduciaries should make a clear choice. Safe may be suitable for some, while risky is right for others
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'
Worrisome Target-Date Fund Performance Year-to-Date
TDFs should be much safer. Lawsuits would make it so.
How Much Has Been Lost in 401(k)s?
A snapshot of recent investment performance
Target-Date Funds Are Not Safe Because Bonds Are Not Safe
So far this year, near-dated TDFs are losing about as much as long-dated.
The Impact of (More) Inflation on 401(k) Investments
If excessive money is not taken out of the economy with taxes, inflation will escalate beyond control