Insights


Showing entries with the topic “Communication & Education”.

Show all >


14

Feb 2017

Financial Well-Being: Blending Financial Concepts with Personal Health

As the former Chief Benefits Officer at the University of Kentucky, I had the opportunity to guest lecture to soon-to-be-graduates on Total Compensation.  The lecture was designed to give students an understanding of the components of pay (annual salary, shift differentials, overtime, etc.) and…

Read more

18

Nov 2016

A Primer on Target Date Funds

Over the last decade, the growth in retirement plan assets managed via target date funds (TDFs) has developed into one of the most powerful trends in all of financial services.  A large percentage of these assets are invested through the various defined contribution structures such as 401(k), 4…

Read more