‘Things,’ Remembered – 2018

It is something of a tradition this time of year to look back, to reminisce about past events and lessons learned, and sometimes to look ahead – and who am I to buck that trend? Here’s a look back – and some “things” that I hope will help lay the groundwork for a productive and prosperous 2019 for both you, and those you serve.

5 Things of Which Plan Fiduciaries Need to Be Aware
Whoever said ignorance was bliss surely wasn’t talking about fiduciary litigation.

5 Key Industry Trends You May Have Missed
Here are five key trends highlighted in the Plan Sponsor Council of America’s 60thAnnual Survey of Profit-Sharing and 401(k) Plans that you may have missed.

7 Reasons Retirement Income Solutions Stall
A recent report suggests that participants are “clueless” about decumulation. And who can blame them?

6 Things Those Who Don’t Get the Saver’s Credit Don’t ‘Get’ About the Saver’s Credit 
Here are six things that people who don’t get the Saver’s Credit – and sometimes those who try to help them take advantage – often don’t “get.”

5 Things Plan Sponsors Should Know Before Hiring an Advisor 
Before making a decision to hire an advisor – or for that matter, any decision involving the plan – here are some key considerations that plan fiduciaries should bear in mind.

5 Steps to Retirement Security 
From October: While it might not be on your calendar, in the spirit of National Retirement Security Week – which arguably should be EVERY week – here are five things that can provide just that.

5 Plan Committee Lessons from the Second Continental Congress
Anyone who has ever been on, or tried to lead, an investment committee can surely appreciate these lessons drawn from the experience of the founding fathers…

5 Things That (Should) Scare Plan Fiduciaries 
Halloween is the time of year when one’s thoughts turn to trick-or-treat, ghosts and goblins, and things that go bump in the night. But what are the things that keep – or should keep – plan fiduciaries up at night… all year long?

8 Things to Know About the State of Financial Wellness
For all the buzz around financial wellness, a new survey suggests there is (still) a long way to go.

Here’s wishing you all a very happy and prosperous 2019!

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