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David Morse: What you want to know about the new Lifetime Income Disclosures!

Fresh 🖨 State Auto IRA metrics

Updates from New Mexico, Wisconsin, California and Colorado.

Grant sez: Patience, Perseverance and Perspective win the day

And, Pix of the Week.

Let’s face it – “Lifetime Income Disclosures” does not a sexy title make. But the DOL’s new rule is important. We never want the perfect to be the enemy of the good. David Morse, Partner with law firm K&L Gates helps us think through the strengths and weaknesses of what retirement savers will see when they get their first disclosures. Along the way he talks about universal workplace savings, retirement savings “lost and found”, and more ❤. Read on!

How are you doing with your 3P’s -- is COVID trampling your patience, perseverance and perspective? Take a deep breath - we’re going to talk about why these three rank right up there among the best “best practices” for anyone working to develop a state-facilitated retirement savings program. #grantsbestpractices