podcast

This time, Matt Petersen sits down with Justin Harvey from T. Rowe Price to explore the critical role of asset allocation in public sector DC plans. Key topics include: Why asset allocation drives 90% of investment returns How demographics and plan structure shape investment strategies The role of DB plans and Social Security in determining risk tolerance Custom vs. off-the-shelf target-date fund considerations Practical insights for both large and small public plans

In our first episode, NAGDCA Executive Director Matt Petersen sits down with industry expert David Levine from Groom Law Group to explore: The impact of industry consolidation on recordkeepers and advisors. New plan design features, like managed accounts and emergency savings options. Innovations in investments, including personalized target-date funds and income products. Strategies for navigating the unique challenges facing public plans.