Brokers Target Fee Bump in Thrift Savings Rollovers

Brokers Target Fee Bump in Thrift Savings Rollovers

Assessment

Interactive Video

Business, Other

University

Hard

Created by

Quizizz Content

FREE Resource

The video discusses the Thrift Savings Plan, highlighting its cost-effectiveness compared to average stock mutual funds. John Turner, a former economist, shares his experience with companies advising against staying in the plan. The video explores the importance of fiduciary responsibility in retirement planning, the potential pitfalls of rolling over 401Ks, and the benefits of low-cost funds. It also touches on investment strategies, tax considerations, and the broader picture of retirement options, emphasizing the need for informed financial decisions.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What fiduciary responsibilities do advisors have when providing retirement advice?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the general consensus among academic experts regarding the number of investment options in retirement plans?

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