Personalization is the action to design and implement something to meet or anticipate participants’ needs based on individual circumstances. It is offering participants tailored experiences to keep them on track for their own benefit. Data is the lifeblood of...
The Congress, on May 6, 2021, issued a letter[1] to the GAO, stating “[t]he employer-provided retirement system must effectively serve its participants and retirees, and we are concerned certain aspects of TDFs may be placing them at risk. TDFs are often billed as set...
Individualized Glide Path Solution (iGPS) is the brainchild of Philip Chao, founder of Nexus338, an ERISA 3(38) fiduciary investment manager for define contribution plans such as 401(k), 403(b) and 457(b). Nexus338 selected PIMCO to provide the personalized risk...
“An evolutionary offering that changes the landscape for QDIA” LDI-MAP (d.b.a. iJoin) and Nexus338 announced today the launch of iGPS on iJoin’s Managed Account Marketplace. Nexus338’s iGPS (“Individualized Glide Path Solution”) combines the important attributes of...
