We are making our way out of Hannukah, into those critical ten days before Christmas Eve, and blasting toward the New Year. If you’re working, you are probably working very hard and in need of a good break. Grab a cocoa-coffee and let’s catch up on the latest from the world of retirement security. We’re going to start with some innovation:

• Guideline’s Jeff Rosenberger and Jeremy Caballero: Starter K, plus a lot

• Fressssh! state metrics 🥁

• States in action: Delaware, Maine, and Virginia

• What’s 2024 got in store for us? Future-think with RSM.

• Hot Sauce - just a dash this week, and

• PIXXXXX!

Let’s face it – “Lifetime Income Disclosures” does not a sexy title make. But the DOL’s new rule is important. We never want the perfect to be the enemy of the good. David Morse, Partner with law firm K&L Gates helps us think through the strengths and weaknesses of what retirement savers will see when they get their first disclosures. Along the way he talks about universal workplace savings, retirement savings “lost and found”, and more ❤. Read on!