Sustainable DEI change requires both commitment and deliberate action; closing the gap to turn the intangible into actionable DEI initiatives and supporting equity and fairness in the workplace. In order to get there, organizations need to understand the fundamentals of diversity, equity, and inclusion – and how to instill the values of DEI within the […]
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Secure Act 2.0 Signed and More from 2022: Year in Review
What a nail-biting finish to the year! Last night (Dec 29, 2022), President Biden signed into law Secure Act 2.0, including workplace emergency savings – hooray! With that lead unburied, we can finally wrap up the year and celebrate all that we’ve done and accomplished. Thank you for following us – learning why we are […]
HR and People Ops Guide to the SECURE Act 2.0 in 2023
SECURE Act 2.0 guide for employers to know how it affects their business, like changes in employer-sponsored retirement savings & workplace benefits plans.
How Alleghany Uses Sunny Day Fund to Help Their Employees Save for Emergencies
Workplace emergency savings programs and emergency savings accounts (ESAs) are becoming more and more common, especially as Secure Act 2.0 takes effect soon. As employers consider implementing an emergency savings program like Sunny Day Fund, it’s helpful to understand what to expect. As part of a new series of case studies, we are sitting down […]
Sitting Down with Lisa Massena to Talk Emergency Savings
By chance I sat next Lisa Massena at a recent forum on the future of retirement savings. Lisa launched OregonSaves, the original state Auto IRA that has become the template for twelve other states and more to come. Lisa is now the COO of Defined Contribution Institutional Investment Association (DCIIA), which has been conducting great […]
How Sunny Day Fund’s Values Power Our Emergency Savings System
In a previous post, I discussed how we need to evolve our workplace financial security system to include emergency savings and why that starts with values alignment. And so it makes sense for me to talk about our own values. Sunny Day Fund was born to help more Americans achieve financial security sooner. We’ve shaped […]