JD Carlson

Pooled employer plans are getting a lot of attention, but do they live up to the hype? JD Carlson has strong feelings on the subject.

The CEO of California-based TPA Plan Design Consultants is also the host of Retireholi(k)s, a fun and informative weekly webcast that combines alcohol, adolescent hijinks, and serious discussions of the issues surrounding retirement plans. It’s attracted some of the biggest names in the business, while also keeping people connected during the darkest times of the pandemic.

Carlson didn’t hold back, giving his frank opinions of PEPs and their retirement plan role moving forward.

We also attempted to get revenge for anyone who’s been in the Retireholi(k)s hot seat but as with everything Retireholi(k)s-related, it didn’t go as planned. You’ll find out why right after these messages.

Sponsored by Capital Group, home of American Funds Target Date Retirement Series.
If you think every target date fund can deliver the same long-term results, let’s retire that thinking.