Retirement Security Matters: September 7, 2023
Can you believe it? As we say farewell to August, September has blasted in. This week, RSM is dropping the summer s-t-r-e-t-c-h and resuming its bi-weekly schedule. Stop thinking about baseball, or your kids, grab a refreshing beverage, and get ready to ease into fall with some content to make you smarter, better, and faster. We said it.
Fall Season - Getting Ready for 2024! And tips for the rest of 2023
Frrreshhh state metrics vs. the much anticipated $1 billion in assets milestone
Updates from California, Colorado + Maine, Illinois and Massachusetts
Best Practices: We go blue.
Hot Sauce! and some cooool stuff
… PIC of the Week! Just one.
Retirement Security Matters: March 24, 2023
Friends – Spring is finally here with all the hope and promise of renewal that this season always brings. Is all about warmer temperatures, spring cleaning, skinny cocktails, flowers, Easter eggs and new beginnings.
While we both think about that, here’s what’s on deck in the world of retirement savings innovation:
The inimitable Mark Iwry parses SECURE 2.0 - and takes a future focus
Numbers from the states
Key updates from Maine, Massachusetts, and Puerto Rico
Hot Sauce and Cool Stuff
… and Pix of the week!