Short talk (YouTube) by Mark Simpson advocating an intentional strategy of educating people—particularly those recently laid off—about their retirement-plan options. The speaker notes that rules allowing former employees to take various actions with their retirement plans have existed since 1974, and because many people are unaware, educators become the primary source of that guidance.
Since 1974.
Well, I'll go to people who are recently laid off, which sounds like that doesn't make any sense. Yet. The rules around retirement plan simply say if you're no longer working there, you can do many things with that retirement plan. It's been that way since 1974. But most people don't know it. And because they don't know, we become the educator. And because we educate them, we are often the only outlet they have to express what they just learned. So we intentionally adopt a strategy around educating always.
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