RMD Sticker Shock? How to Ease Your Tax Burden

Dec 16, 2022

24:10

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In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans.

00:00 Introduction

00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard

02:04 Campbell cooked up a strong start to the fiscal year

02:55 Chewy chewed up some strong Q3 earnings

04:23 What plan sponsors like employers are required to do when creating retirement plans?

05:30 What was the Trump-era policy concerning ESG funds?

07:13 What are the changes under the Biden era?

08:26 Alyssa just mentioned qualified default investment alternatives, or QDIAs. And employers, sometimes they use these for workers who make retirement contributions but don't make investment choices. What do employers typically pick here?

09:42 How could ESG funds factor into an employer’s decision?

10:59 Different perspectives about the adoption of ESG funds in workplace plans

14:18 Tips on Taking Last-Minute RMDs in 2022

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