Скачать или смотреть The TDF Lawsuit Trap: Why Your Retirement "Safe" Bet is Actually 90% Risky

Is your 401(k) default investment a ticking time bomb? In this expert debate, we expose the "One-Size-Fits-All" flaw in traditional Target Date Funds (TDFs) and why they are exposing plan sponsors to massive fiduciary liability and participants to devastating losses.

We dive deep into the Safe Landing Glide Path® (SLGP)—the only patented strategy designed to eliminate Sequence of Return Risk (SoRR) during the critical "Risk Zone" near retirement. While standard TDFs keep equity exposure dangerously high at the target date, Soteria’s U-shaped investment path ensures a safe landing.

Key Topics Covered:

Why standard TDFs are "way too high" at the retirement date.

The legal risks fiduciaries face by choosing imprudent QDIAs.

Soteria vs. Managed Accounts: How to get personalized TDF accounts for under 20 bps.

The academic research from Kitces and Pfau supporting the U-shaped glide path.

Protect your participants from the next market crash by implementing a superior, prudent QDIA solution that actually manages risk when it matters most.

Request a Free Trial of Soteria Software: https://babyboomerinvesting.show/soteria

Contact Ron Surz: President, Target Date Solutions Email: [email protected] Phone: (949) 488-8339