Chao Featured Guest — Allspring Global Investments’ Podcast
During the two-part series, Chao provided thought leadership around the concept of measuring retirement plan success. Crafting a successful retirement plan requires more than just one metric or approach. It all starts with an in-depth conversation between the advisor and plan fiduciaries to discuss why the plan exists, which objectives it should fulfill, and how progress will be gauged.
The value of expertise is best highlighted by leading this exploration process without bias; key stakeholders must identify individualized outcomes suited to their specific needs given that each participant has differing requirements. Moreover, it is about having a qualitative discussion and “awakening of sorts” with your plan fiduciaries.