As the dust settles following the passage of the SECURE Act 2.0 in late 2022, we thought it would be worth digging into one of its key provisions to highlight how plans and various plan participants might benefit from this legislation.
Tag: retirement
In part 2 of a 2-part series, Sean Fullerton, senior DC (defined contribution) investment strategist at Allspring Global Investments, and Philip Chao, founder and chief investment officer at Experiential Wealth, take a deep dive into the topic of social security and its history, its challenges, and its opportunities.
In part 1 of a 2-part series, Sean Fullerton, senior defined contribution investment strategist at Allspring Global Investments, speaks with Philip Chao, founder and chief investment officer at Experiential Wealth, about what success looks like for defined contribution, or DC, plans and if “success” is even the word we should be using to think about it.
Keeping assets of retired participants in plan is the topic of discussion between Ron Cohen, head of Defined Contribution Investment Only Distribution, and Nate Miles, head of Retirement, here at Allspring Global Investments.
Nate Miles speaks with Ron Cohen on the maturing of the defined contribution marketplace and key trends that he’s seeing in the space.
