401(k) Roundtable

Thoughts For Employers (& The Retirement Industry) To Better Support The Minority Community


Listen Later

This week I am excited to welcome back Jerome Clark, portfolio manager of the T. Rowe Price Target Date Strategies. For a curveball, we are not going to talk at all about Target Date Funds, instead Jerome shares his insights on how employers can help improve retirement outcomes in the minority community. As you will hear, this is a topic Jerome and T. Rowe Price are both very knowledgable and passionate about. I felt this was a very insightful and impactful conversation, I hope you enjoy it as much as I did.   

Guest Bio

Jerome Clark is the portfolio manager of the Asset Allocation Target Date Strategies and oversees the College Savings Plan portfolios in the Multi-Asset Division. He is also a member of the firm's Asset Allocation Committee and serves on the Multi-Asset Steering Committee. Jerome is a vice president of T. Rowe Price Group, Inc.

Jerome’s investment experience began in 1992 when he joined T. Rowe Price, beginning in the Fixed Income Division, where he was the portfolio manager of the US Treasury Long-Term Bond Strategy. He then began managing asset allocation portfolios in 2001. Previously, he was also a captain in the United States Marine Corps and spent three years as a mathematics instructor at the U.S. Naval Academy.

Jerome earned a B.S. in mathematics from the U.S. Naval Academy and an M.S. in operations research from the Naval Postgraduate School. He also earned an M.B.A. from Johns Hopkins University. Jerome also has earned the Chartered Financial Analyst® designation.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

...more
View all episodesView all episodes
Download on the App Store

401(k) RoundtableBy Rick Unser

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

77 ratings


More shows like 401(k) Roundtable

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,088 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,741 Listeners

Planet Money by NPR

Planet Money

30,850 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,121 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

191 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,897 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

613 Listeners

The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,237 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,501 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,293 Listeners

Capital Ideas Investing Podcast by Capital Group

Capital Ideas Investing Podcast

269 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,004 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,529 Listeners

401(k) Specialist Podcast by 401(k) Specialist Magazine

401(k) Specialist Podcast

23 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

942 Listeners