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While there is a looming retirement-readiness (and weariness) problem as we continue to navigate through 2023, there’s nothing like a shakeup – acquiring a new firm or putting a new leader in a top spot – to perhaps help those in the benefits industry take a new direction to help investors or employers.

Yes, the passage of SECURE 2.0, the sweeping new retirement legislation, has and will continue to have an impact on retirement savings for millions of employees moving forward, but it’s seeing what the competition is up to that can shed light on what administrative or technological adjustments might need to be made, all in the name of guaranteed retirement plans for all employees.

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Lynn Cavanaugh


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