Perhaps, just as plan sponsors have developed onboarding programs for new hires when it comes to saving for retirement, maybe they should add āunboardingā programs as a bookend for those nearing retirement.
Tag "Paul Ruedi"
Whatever the future holds, we live in a present where there is no such thing as a free lunch; thus, the basic notion of caveat emptor continues to hold true.
Itās understandable, given the many hats plan sponsors wear, that mistakes will be made. The challenge is to not dwell on them, but to have a reasoned and determined process to address and correct them.
The numbers suggest the QLAC product isn’t quite ready for prime time.
When it comes to being a fiduciary, the customer is, most assuredly, not always right.
Why have these people failed to learn from history and what can be done to prevent them from hurting themselves?
The future of true asset allocation may lie in understanding its past.
They say less is more, and nowhere is that more true than in 401k participant fee disclosure.
Who needs fee disclosure when you have Jerry Schlichter?
In some distant future, what fossilized evidence of poor judgment will come back to haunt unsuspecting 401k plan sponsors.
