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  Listen on iTunes | Listen on Spotify | Listen on Google Podcasts March 2024 Episode Description: With the aging population growing so rapidly and birth rates declining, many industries could face labor shortages. As many employers face a coming wave of baby-boomer retirements, the gaps in... READ MORE
Editor’s Note: This is part II of a two-part series. Part I is available here.  Generation Z is looking ahead and shows a healthy regard and respect for their financial future, long-term. Studies show that they have a strong interest in financial literacy, saving and employer-provided retirement... READ MORE
Millennials are defining retirement by financial independence rather than age, writes John Sullivan in MarketBeat. He cites a survey in which more than half say retirement is defined not by age but by financial independence. READ MORE
Tech Talk addresses the kinds of plan amendments that will not affect an adopting employe’s ability to rely on an opinion letter for a pre-approved plan. READ MORE
As the Department of Labor defends its rule allowing the use of environmental, social and governance (ESG) factors by fiduciaries when selecting plan investments, legislation to restrict the use of ESG in making investment decisions—including for 403(b) and 457 plans—has been reintroduced in... READ MORE
To “get the meeting no one else can,” in a general session at the recent 2024 NTSA Summit Sam Richter offered simple steps for distilling “trillions of data floating around” into tangible tools that can help foster connection with prospects. Describing Google as a vacuum cleaner that “sucks up and... READ MORE
If bills before both chambers of the Wisconsin legislature are enacted, America’s Dairyland will have a retirement plan marketplace to connect individuals and small employers with retirement plans offered by private financial services firms.  Sen. Melissa Agard (D-Madison) introduced SB 1035 in... READ MORE
Prior to the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE), and the SECURE 2.0 Act of 2022 (SECURE 2.0), for state and local governmental employers sponsoring eligible 457(b) deferred compensation plans (457(b) plans), age 70½ was a significant age for the following... READ MORE
While employers strive to address employees’ evolving needs, the results of a new survey find a disconnect between compensation and benefit offerings and employee preferences, writes Ted Godbout in MarketBeat. READ MORE
Tech Talk addresses the amendments providers are required to make under Revenue Procedure 2023-37 to ensure that the form of their plans continues to satisfy qualification requirements or those of Internal Revenue Code Section 403(b). READ MORE

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