2023 QOTW List - by Date

 

November 27, 2023: DB Redo?

November 13, 2023: New Fiduciary Rule: Plan Sponsor Reactions

November 6, 2023: AI in HR

October 30, 2023: Impact of Student Loan Repayments on Retirement Savings

October 23, 2023: Enrollment in Health Savings Accounts

October 16, 2023: Plan Sponsor Discussion Groups

October 2, 2023: ESG, Managed Accounts, Lifetime Income ...  Oh My

September 25, 2023: Artifical Investment Advice?

September 18, 2023: Plan Priorities and Pain Points

September 11, 2023: Will Cuts to SS Change Plan Designs?

August 21, 2023: Graded or Fixed? Why is the question.

August 14, 2023: Diversification Guardrails?

August 7, 2023: Automatic (Re)Enrollment

July 24, 2023: Ready for Roth(ups)?

July 17, 2023: Monthly Installment Payments for Retirees

July 10, 2023: Domestic Violence Emergency Distribution 

July 3, 2023: Holiday

June 26, 2023: Tchotchke Choice?

June 19, 2023: Holiday

June 12, 2023: Cybersecurity Insurance

June 5, 2023: Plan-set RMD Age

May 29, 2023: Holiday

May 22, 2023: ROI on Financial Wellness

May 15, 2023: Mandating Plan Eligibility at Age 18

May 8, 2023: Missing Participants: DIY or Locator Service

May 1, 2023: Analyzing Participant Data by DEI Factors

April 24, 2023: Leakage: A Big Concern but Not a Big Problem

April 17, 2023: (K)rypto?

April 10, 2023: Customized Plan Education

April 3, 2023: Automatic Escalation in Plans

March 27, 2023: FinTech in Financial Wellness Programs

March 20, 2023: Brokerage Windows

March 13, 2023: QBADS 2023

March 6, 2023: LTPT Eligibility SECURE 1&2

February 27, 2023: Distributions for Natural Disasters

February 6, 2023: Employer Contributions as Roth

January 30, 2023: Student Loan Matching

January 22, 2023: Catchups as Roth

January 16, 2023: SECURE 2.0 Emergency Savings Provisions

January 9, 2023: Beneficiary Forms