At this year's Broker Expo, Chelsea Ryckis and Donovan Ryckis explored the past, present and future of the benefits broker ...

The series continues reducing equities through retirement, landing at a 20% equity allocation 30 years after the target retirement date. Short-term bonds and TIPS appear in the portfolio 15 years ...

Most recently in 2022, management increased the equity weight at 20 and 15 years before retirement to smooth the participant’s experience. The series continues reducing risk through retirement ...