Your retirement committee gets a 40-page deck three days before the meeting. Nobody admits they only read page 12. The vote goes ahead anyway. https://t.co/hTowRGs6iz
The fintech pitch is 'zero-ops.' Your retirement committee has seven logins, three binders, and a review that's been rescheduled since January. https://t.co/hTowRGs6iz
Your 403(b) has 14 providers because each new hire brought their own. HR thinks reconciling them is payroll's job. Payroll thinks it's HR's. https://t.co/hTowRGs6iz
The plan document was amended in 2017. The investment menu got reshuffled in 2023. None of it lives in one place anyone actually checks. https://t.co/hTowRGs6iz
Your retirement plan runs on six vendor portals, seven logins, and one investment policy that nobody can find when the auditor asks. https://t.co/hTowRGs6iz
Fintech just shipped AI agents moving money. Somewhere a retirement committee chair is asking where last quarter's meeting minutes are filed. https://t.co/hTowRGs6iz
Annual fiduciary acknowledgment signed. Box checked. Plan governance complete. Until someone asks what the committee actually did this year. https://t.co/hTowRGs6iz
Three people on a retirement committee. Three different versions of the last decision. Zero of them written down anywhere that matters. https://t.co/hTowRGs6iz
Your retirement committee chair leaves in June. Their inbox takes three years of fiduciary decisions with them. Quorvane keeps the record longer than the rotation. https://t.co/hTowRGs6iz
This is @SandValleyGolf. Another example of treating the customer right and youโll have them for life. Sacrifice a little $$$ in one area, youโll more than make up for it in repeat business. Golf as it was meant to be. BTW loved the whole place.
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