Fat City – or Not Quite Ready?
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!
Grant’s Best Practices: Patience, Perseverance and Perspective
How are you doing with your 3P’s -- is COVID trampling your patience, perseverance and perspective? Take a deep breath - we’re going to talk about why these three rank right up there among the best “best practices” for anyone working to develop a state-facilitated retirement savings program. #grantsbestpractices
Retirement Security Matters: November 19, 2020
We talk with NEST's Will Sandbrook about universal workplace savings, emergency savings and the progress of NEST in the UK. We share States' legislative updates: Colorado, Missouri, New York, South Carolina, Tennessee, and Wisconsin. And check out program states rollout updates for CalSavers, Connecticut, Illinois, Maryland, New Jersey, and Vermont.