Retirement Security Matters: December 14, 2023
We are making our way out of Hannukah, into those critical ten days before Christmas Eve, and blasting toward the New Year. If you’re working, you are probably working very hard and in need of a good break. Grab a cocoa-coffee and let’s catch up on the latest from the world of retirement security. We’re going to start with some innovation:
Guideline’s Jeff Rosenberger and Jeremy Caballero: Starter K, plus a lot
Fressssh! state metrics 🥁
States in action: Delaware, Maine, and Virginia
What’s 2024 got in store for us? Future-think with RSM.
Hot Sauce - just a dash this week, and
PIXXXXX!
CITs and 403(b)’s – Good, Bad, or Jury’s Out?
Would CITs make your retirement savings program leaner and less expensive – while preserving the integrity of your investment strategy and providing a high quality experience for your savers? We chat with Aron Szapiro of Morningstar about CITs, ESG, MEPs and PEPs.