At the end of every year, and as we approach a new one, it’s natural to look back at experiences and lessons learned—and to ponder ways to apply them productively going forward. Here’s some thoughts from 2020 that I hope will help you do just that.
3 Retirement Income Impacts That Can Impact Retirement Income
Most of the focus on retirement savings is on those who haven’t saved enough, or who lack access to the platforms to make saving enough easy. But even those that have done the “right” things can nonetheless have their retirement planning realities tripped up. Here are three retirement income impacts of which (even) “good” retirement savers should be aware.
5 Things People Miss (or Get Wrong) About the CARES Act
Written when the legislation was less than a week old, and amidst the scramble for answers and action(s)—well, it’s inevitable that some things will get overlooked, and other important things will be misconstrued. Here are five things you’ll (still) want to keep straight.
5 Steps to Cyber Security
Recent reports of 401(k) thefts and an ongoing concern about cyber security (should) have everybody on the alert. Here’s some things you, your plan sponsor clients, and their participants should check out—now.
The Best Defense(s)
In a year full of challenges, we’ve seen a spate of litigation against retirement programs like none in recent memory. So, what’s a plan fiduciary to do?
10 Things You Might Have Missed About E-Delivery
The long Memorial Day weekend notwithstanding, many hadn’t yet delved deeply into the Labor Department’s final rule on default electronic disclosure. Regardless, here are some things you might (still) have missed.
5 Ways to a ‘Better’ HSA
There are lessons in positioning and behavioral finance that we “learned” years ago with 401(k)s that might still be holding back the effective utilization of health savings accounts.
Wishing you all a very happy, prosperous, and (at some point) “normal” New Year!
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