Steve Utkus of Vanguard on the Evolution of Retirement Planning

In a recent interview with, Steve Utkus, the director of the Vanguard Center for Retirement Research, presented his views on the conditions regarding retirement planning that are currently evolving due to the shift to passive investing by retirement savers.

Utkus commented on the widening area of concern of retirement plan participants, which now include issues such as healthcare and student debt, rather than mere debt management. Furthermore, in conjunction with this holistic approach to retirement planning, he proposes a similarly connected technological platform or app that allows users to better plan their financial lives.

Posted by Elizabeth Cheung, Associate Editor, Wealth Strategies Journal.