Retirement Risk Radar: Fresh ERISA Litigation Highlights
In this episode Jeff interviews Chris Tobe, CFA, CAIA, about the biggest ERISA and retirement-plan risks today: low‑paying fixed annuities that hide large undisclosed insurer spreads, heavy private‑credit exposure inside insurance general accounts, and the hidden fiduciary pitfalls of contract‑based investments (annuities, private equity, crypto). They explain why mid‑sized plans are especially vulnerable, why target‑date […]
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