Retirement Security Matters: May 5, 2022
It’s May, so that means summer is almost here – right?! If the weather starts to warm up where you are, crack those windows open – we hope you’re working remotely -- and let the fresh air waft through your space while you catch up on what is going on in the world of retirement security. You will not want to miss:
Small employer plans, technology, fees, Auto IRAs, and more with insider J.D. Carlson
State metrics – we’ve got the latest!
Updates from California, Colorado, New Mexico, Connecticut, Maine, Virginia, and Hawaii
The Next Generation. Expert Joel Metlen weighs in
Hot Sauce! … 2 events you won’t want to miss TODAY and TOMORROW, plus what’s really working in the DEI space right now, and why you care
And we got your PIX of the Week!
Relevant Irreverence: On the front edge of retirement plan servicing
We like to bring the public and private sector together to share good ideas. Today we’re mashing up the realities of small plan servicing in a technically advancing world with the onset of Auto IRAs with J.D. Carlson of Plan Design Consultants and the bro-style streaming program, Retireholics. Let’s see if the result is more like guacamole (which we love), or English-style mashie peas (no love).