Rule of Thumb #2: Use Behavioral Lenses to Innovate and Adapt to Changes
Steve Shu Consulting
JANUARY 4, 2023
this legislation covers finance and retirement-related considerations. one way to look at this is in terms of an exogeneous event that constituents have to react to (e.g., Maybe it can be part of a Spring-cleaning or offsite event for your company. We talked about the recently passed Secure Act 2.0 Where does this leave us?
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