Looks like old habits of tenured folks die hard... #401ktrends

napa-net.org/news-info/dail…

I remember when 404(c) was brand new, sigh... #ERISA

plansponsor.com/breaking-down-…

Good question! #457b

verrill-law.com/benefits-law-u…

Fantastic post on market volatility from my colleague Joshua Isley! #volatility

linkedin.com/posts/joshua-i…

A reminder that the Final Fiduciary Rule will not apply to public K-12 403(b) plans, or any other retirement plans that are NOT subject to ERISA. #fiduciaryrule

403bwise.org/blog/entry/blo…

For the record, I scored a 35 #retirementincomeliteracy

thinkadvisor.com/2024/04/26/can…

If anything, with the maturation of autoenrollment, there is more likely to be a boom than a crisis in the coming years, imo. #retirementpolicy

morningstar.com/retirement/the…

Looking forward to seeing everyone in Arlington! Be sure to say hello to me if you're attending. #that401kconference

In the last six months, I have switched my homeowners insurance, car insurance, and smartphone providers for a total savings of $600 per month!! If you can't remember the last time you shopped around for these services, you're probably overpaying... #financialwellness

Imo, this is spot on regarding the key issue with managed accounts. #managedaccounts
Why Managed Accounts Should Transform into Personalized Retirement Strategies: Just Sayin’ napa-net.org/news-info/dail…

Interesting, since the Fiduciary Rule is different than Reg BI, though there are some similarities. #fiduciaryrule
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I find it funny that, when you speak to actual retirees, there's never a retirement crisis. #retirement

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Just wonderful-- hoping g that I will have the opportunity to do this soon as well. #finlitfutures #financialliteracyforkids

linkedin.com/posts/finlitfu…

Check out our firm's latest market update! #markets

linkedin.com/posts/captrust…

I'm late to the party on this one, but just a flat-out fascinating discussion with Daniel Aronowitz on retirement plan fee litigation here, along with my regular Minute with Mike feature at the end. #revampingretirement

captrust.com/resources/epis…

Been waiting for fred reish's hot take on the final fiduciary rule? Your wait is over! #fredreish100

fredreish.com/new-fiduciary-…

Should plan sponsors provide data? Yes. will they? Probably not. #missingparticipants

employeebenefitslawblog.com/just-because-i…

Note that this newly released report is actually taken from four-year-old data, so the autoenrollment figure for large 403(b) plans has no doubt increased from the 35% reported here. #403b

ici.org/news-release/2…

The gambling analogy is so on target, imo. #investing

Not a surprise, given how target-date funds have transformed retirement plan investing... #targetdate

psca.org/news/reconside…