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.
Fall Season: Getting Ready for 2024
We gave you a lot to think about in our last edition – with focus areas ranging across the spaces of legislative advocacy, financial expertise, and tech innovation. And we promised you a little bit more.
With the nip of fall in the air, we are looking forward. It’s conference season, so we’ll see you out and about. And as you are sharing social moments with colleagues, thinking creatively about the future, we’ve got you covered.
If You Incent It, Will They Do It? a Hot Take on SECURE 2.0 and New Plans
This is Part 3 in a series covering key elements of SECURE 2.0, entered into law as part of the 2023 Appropriations Act (Division T).
We’ve just covered Automatic Enrollment and the Saver’s Match, one auto-feature, and one incentive with an auto-feature. Now we’ll focus on straight-out incentives to employers to start new plans.