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Leaders Speak
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THE ANCHOR LEG OF THE DC PLAN: Helping Participants Finish Strong with a “Retirement Tier”
Auto-features and financial wellness seem to dominate industry headlines these days. Article presented by: Franklin Templeton
Focusing on Retirement Income
T. Rowe Price Portfolio Manager Wyatt Lee discusses aligning target date offerings to outcomes for participants.
Sequence of Returns Risk: Why It Matters
T. Rowe Price Portfolio Manager Wyatt Lee explains the importance of sequence of returns risk for retirement investors.
The Importance of Glide Paths
T. Rowe Price Portfolio Manager Wyatt Lee discusses the potential impact of sequence of returns risk on glide path design.
Why ‘Well Off’ 401(k) Participants Are Sometimes Harder to Enroll
Kristina Keck of Woodruff-Sawyer clues us in on how to keep participants focused.
Why CITs Make So Much Sense (Especially Now)
The video titled “Excel 401k – Babu Sivadasan & Bill Chetney,” published on November 9, 2017, features a…
How Quickly is Disruption Happening in the 401(k) Space?
401(k) Specialist interviewed Daniel Satchkov of Rixtrema at the Excel 401(k) Conference and discussed whether disruption is happening…
What’s Happening With 401(k) Advisor Technology?
401(k) Specialist interviews Aaron Schumm, CEO of Vestwell, at the Excel 401(k) Advisors Conference. We talk about technology…
The Critical Difference Between Advisor Value and Value Proposition
401(k) Specialist interviews Craig Rosenthal from Fiduciary Benchmarks at the Excel 401k Conference in Las Vegas, discussing the…