401(k) Specialist Issue 1 - 2022 - 2

CONTENT
6
Columns
33 401(k) Investment Insight: 6
Important Takeaways from the First
Year of Retirement
Advisor Bryan Hasling shares the most
important takeaways he's witnessed
in his " regular guy " father's first year of
retirement.
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VOLUME 8 - ISSUE 1 2022
Features
12 401(K) INVESTMENTS: Lester's Legacy: Helping People Save
After three decades with J.P. Morgan Asset Management, target-date pioneer Anne Lester
left to pursue her passion.
18 401(K) BEST PRACTICES: Insulating 401(k)s from Inflation
Rising inflation is currently viewed as the single greatest risk to Americans' retirement plans.
Advisors have an opportunity to help participants mitigate this risk, and here are some
ways to tackle it.
23 401(K) TOP ADVISORS BY PARTICIPANT OUTCOMES: 2021's Final Pair of Honorees
In this issue we honor January TAPO William Hackler, February TAPO Rodney Balbuena and
March TAPO Chris Roper, sharing stories of how each of them make a positive impact for
participants. We also provide an update on August 2018 TAPO Michael Kane.
32 401(K) STRATEGIES: The 4% Retirement Withdrawal Rule: Dead, Alive or
Somewhere in Between?
The widely accepted safe retirement withdrawal strategy has ebbed and flowed since the
early 1990s but experts say it's in immediate need of modern context and a solid reworking.
Let the games, recalculations and the debates begin.
Vol 8, No. 5 ©2022 by 401K Properties, LLC (ISSN: 2379-6405).
All rights reserved. 401(k) Specialist is published quarterly for
a total of 4 issues per year, by 401K Properties, LLC, 6334 S.
Racine Cir., Suite 200, Centennial, CO 80111. POSTMASTER:
Send address changes to 401K Properties, LLC, 6334 S. Racine
Cir., Suite 200, Centennial, CO 80111. Reproduction or reuse
of any part of the work is strictly forbidden without written
permission of the publisher.
Departments
5 Editor's Letter
6 401(k) News You Can Use
10 401(k) Fiduciary File
38 401(k) Stats & Facts
42 401(k) Product Watch
2
ISSUE 1 2022 | 401kSpecialist.com
34 401(k) Client Connection: Are Your
401(k) Clients at Risk? 5 Client
Retention Strategies
Rebecca Hourihan shares ideas that
could have a big impact on how your
clients perceive the quality of your
service, increase loyalty and even
produce inbound referrals.
36 401(k) Income Solutions: How Income
Solutions Help 401(k) Participants,
Sponsors, and Society
David Paul and Michelle Richter explain
the various advantages of institutional
retirement income for traditional defined
contribution plans.
40 401(k) Provider Perspective: National
Urban League, NAACP Endorse 401(k)
Auto Portability
Retirement Clearinghouse EVP Renée
Wilder Guerin shows how endorsements
from the Urban League and the NAACP
dramatically expand a coalition that has
formed in support of auto portability.
44 401(k) End Notes: Side Effect of
Hughes v. Northwestern? Fewer
Investment Options in 401(k)s
There's one weapon in the automatic
features arsenal that can keep participants
of " The Great Resignation " from killing
their chances at a secure retirement.
Brian Anderson explains.
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