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401(K)s and Their Uncertain Future


1:48 minutes

About this Client Classroom

Are your 401(k)s safe?

Well according to a new article from Bloomberg Opinion, the common retirement plan may be on it's way out.

In this video, dive into the intriguing debate surrounding the future of 401(k) plans with Bloomberg Opinion's latest article, "The Uncertain Future of 401(k) Plans."

Explore beyond the surface of traditional views on retirement savings and tax advantages as experts from diverse backgrounds weigh in.

From potential reforms to alternative retirement models, this article delves into the complexities of securing financial futures.

Don't miss out on this thought-provoking analysis – read more on Bloomberg Opinion and join the conversation on the evolving landscape of retirement planning in America!

John Caserta, Managing Director, MSFS, ChFC®, RICP®, CLU®

Your Instructor

John Caserta, Managing Director, MSFS, ChFC®, RICP®, CLU®

John Caserta is a leading Chartered Financial Consultant with a Masters in Financial Services and a highly-sought after authority on personal finances with a passion for educating people about all-things-money. In addition to regularly appearing on Good Morning Connecticut on WTNH, John has been featured in and authored articles for numerous publications including The Wall Street Journal, US News & World Report, Business Insider, and Advisors Magazine. He has traveled throughout the country educating thousands on how to take control of their personal finances and has spoken at numerous universities including Yale, Sacred Heart, UConn, Vassar, and Ohio State.

Dedication and motivation are no stranger to John with his growing designations. With John's RICP® (Retirement Income Certified Professional), he has the knowledge to assist clients with Social Security, pension plans, annuities, tax-efficient withdrawal strategies, and more! Additionally, John's CLU® (Certified Life Underwriter) provides him with comprehensive training in insurance and risk management. With this knowledge, John can better assess clients' insurance needs and help them select appropriate policies to protect their financial well-being.

In addition to serving as an At-Large Delegate for the Yale Board of Governors, John serves as immediate past President of the Yale Club of New Haven and is the recipient of the Leadership Award for Volunteer Innovation & Service by the Yale Alumni Association. John and his wife Adriana live in North Haven, CT where they recently welcomed their first child Karina Blakaj Caserta on August 30th, 2023!

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