Joey Santos-Jones
By Joey Santos-Jones 4/15/2024
“53% of retirees in the United States go back to work either part-time or full-time,” Mauro Guillén, Vice Dean at the Wharton School, told attendees in a general session at the recent NAPA 401(k) Summit. Guillén emphasized that it's not just a money management issue—it's retirees wanting to feel...
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By Joey Santos-Jones 4/15/2024
Approximately 61% of employees say their organizations actively ensure fairness in hiring, compensation, and promotions through specific policies. However, growth opportunities remain in some areas. Only a third of the workforce reports having dedicated staff members who advocate for Diversity,...
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By Joey Santos-Jones 12/27/2023
A report by The Pew Charitable Trusts released on Dec. 22 revealed that state automated savings programs in the United States have collectively reached over $1 billion in assets as of November. This development is part of a broader initiative to assist private sector workers, especially those...
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By Joey Santos-Jones 10/24/2023
Do you feel confident selling SECURE 2.0 to clients? Some attendees of the Day 3 session "Selling SECURE 2.0" at ASPPA Annual felt so-so about it. The Oct. 24 session featured Executive Director of PSCA Will Hansen, JJ McKinney from EGPS and Kirsten Curry from LRS as they unspun the most talked-...
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By Joey Santos-Jones 10/23/2023
"Do you lead your clients or do they lead you?"
That's the question Melissa Terito, CPA, posed to attendees in her Oct. 23 session at the 2023 TPA Growth Summit inside the 2023 ASPPA Annual Conference.
How are TPAs balancing the high-wire act of professional boundaries with clients while...
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By Joey Santos-Jones 9/27/2023
Tom Finnegan, the inaugural President of the American Retirement Association (ARA), passing in August has left ASEA members to reflect on his unparalleled contributions to our industry. Finnegan was a leader, cherished friend, and colleague to many within the ARA and the broader industry.
Finnegan...
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By Joey Santos-Jones 6/5/2023
At the recent PSCA national conference, ARA CEO Brian Graff and EBSA Assistant Secretary Lisa M. Gomez discussed a wide range of topics, including the many misunderstandings about cyber liability insurance (which could be a huge fiduciary failure) and the ESG rule.
This session follows Graff...
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By Joey Santos-Jones 4/10/2023
It's an unbelievable honor to join the American Retirement Association (ARA) and the American Society of Enrolled Actuaries (ASEA) teams. In my short time with ASEA, I've had the pleasure of working with Alan Stone and Elizabeth Duda, both incredibly talented and working very hard to further the...
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