Retirement Security Matters: February 24, 2022
What financial advisors think about Auto IRAs: Alice Tang in Oregon
What metric has just crossed 50,000? *Fresh* state stats!
Updates from California, Connecticut, Illinois, Maryland, and Oregon
Lorie Latham on Retirement Program oversight: Five Tips from a Pro
Hot Sauce … new proposal, new research, and some fun stuff
Pix of the Week! snow, broken bones, dogs, toilet paper … we got it all
Alice Tang, Advisor: Generations Serving Generations
If you know Alice, you love Alice. She will push you and make you better, gently and yet very firmly. Alice Tang started her financial advisory career in 2000, helping clients define their relationship with money and move toward achieving financial freedom using her financial planning process and leveraging tax-advantaged strategies. Many of her clients are female business owners and executives. Alice shares her current thoughts here.
Five Ideas to Get your Committee Organized for the Year Ahead
This week we are honored to include the expert insights of industry leader Lorie Latham, CFA. Recently retired from T. Rowe Price’s Defined Contribution Team, Lorie’s got some great tips to get and keep your year on track. We’re applying these concepts to retirement programs, but we bet you can find other areas of your work and life to which they apply.