Publisher’s Letter
We open this quarter’s edition with a joint contribution
from Diana K. Powell, Esq. and Gabriel Potter, MBA on
the legal and ethical considerations surrounding fiduciary
duty.
In our recurring interview feature 9½ Questions, we
have a fascinating discussion with Lisa Storey, Benefits
Manager at Samaritan Medical Center in Watertown, NY
on the challenges of a regional health care organization in
filling skilled and non-skilled positions in an economically
tested part of northern New York State. Lisa discusses the
creative ways Samaritan has prepared for growth within
the organization and what the future holds for Samaritan.
The calendar says “Spring” but the unseasonably cold
weather we are experiencing in western New York says
otherwise. The days are getting longer, the Spring bulbs
are pushing up their shoots, and Spring will not be held
back – just delayed.
of us choose to save early on, some wait until we’re halfway there, and still others wait until the last minute to
squirrel away savings with the hopes that it will carry them
through the fall and winter of their lives.
his predicitions of what the future of retirement will be.
retirement
readiness,
(American Society of Pension Professionals & Actuaries) ,
Brian H. Graff, Esq., about why congress is a threat to our
retirement fund and what we can do to help prevent this.
Last but not least, Gabriel Potter will provide an overview
and analysis of income replacement options available to
We’ve dedicated this issue of Confero to various
around
ING’s National Training Consultant. Robert will discuss
The article, Short-Sighted Solutions, talks with ASPPA’s
So to it is with retirement. We are all getting older, some
discussions
Our cover story includes an interview with Robert Kaplan,
401(k) plans.
planning,
We hope you enjoy this issue and we continue to
government/regulatory influences, and the challenges that
appreciate your comments and support in our mission to
employers have in preparing a less than engaged workforce
provide timely and valuable information from a variety of
for retirement. With the decline of traditional pension
sources to you our clients and friends.
plans and the ever-increasing reliance on employeedriven retirement savings vehicles, 401(k) providers
Enjoy Spring!
and employers are searching for the silver-bullet that
finds its target and produces the results that everyone
wants: sufficient retirement planning accountability and
adequate savings behavior that spell success for millions
of Americans.
2 | April-June 2013
Tom & Sean