Rule of Thumb #2: Use Behavioral Lenses to Innovate and Adapt to Changes
Steve Shu Consulting
JANUARY 4, 2023
Last night I had a good dinner and conversation with a long-time friend and colleague. We talked about the recently passed Secure Act 2.0 and potential behavioral implications and impacts on the ecosystem and players. For those unfamiliar with Secure Act 2.0, this legislation covers finance and retirement-related considerations. Just to give some examples without covering the breadth, the Act includes items such as whether employers must provide automatic savings rate escalators in their plans,
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