Retirement Guardrails

ISBN-13: 9781316518632 / Twarda / 2023

Quinn (University of Virginia) Curtis

Opis

Uses real plan data to show that retirement plans should limit an employee's ability to unwisely allocate their investments.

Spis treści

Introduction; 1. The case for proactive fiduciaries; 2. Fees and dominated funds; 3. Of lawsuits and letters; 4. What more fiduciaries should learn: Assessing the prevalence of allocation errors; 5. What more fiduciaries should learn: Assessing whether participants portfolios perform poorly; 6. What fiduciaries can do to remedy menu misuse: Different ways to implement streamlining and guardrailing; 7. How should fiduciaries trade-off divergent participant interests?; 8. Can streamlining and guardrailing mitigate allocation error?; 9. The growing misuse of brokerage windows; Conclusion; Index.