IRA Provider Insights

Dana Sheehan

Dana Sheehan believes in using her marketing powers for good. She is the owner and principal of Little Birdie Communications, a boutique marketing agency that specializes in working with nonprofit organizations and small businesses to help them realize their full potential and make the world a better place.
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Recent Posts

How do SMBs Feel About the Government Running Auto-IRA Plans?

Posted by Dana Sheehan on Feb 28, 2017 9:18:22 AM

Over the past few weeks, I have looked at and broken down a recent report by the Pew Charitable Trusts called Small Business Views on Retirement Savings Plans. Pew surveyed more than 1,600 small- and medium-sized businesses (either owners or managers) to learn more about their challenges and reasons for providing retirement savings plans for their employees. To get a full picture, they surveyed employers who both did and did not provide plans.

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Topics: auto-ira

How Do SMBs Feel About Auto-IRAs and What Features Do They Like?

Posted by Dana Sheehan on Feb 16, 2017 10:07:12 AM

Small-and medium-sized businesses make up 99.7% of American businesses, with nearly 29 million businesses employing 56 million people. But only 40% of full-time employed Americans have the opportunity to participate in an employee-sponsored retirement savings program.

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Topics: Auto-IRAs

Why Don't SMBs Offer Retirement Plans & What Would Change Their Minds?

Posted by Dana Sheehan on Feb 6, 2017 9:08:27 AM

When I was a recent college graduate who had gotten her first “real job” in 1999, I received some solid “real world” advice: start saving for retirement now. I saw the projected numbers, and at 22 years old I was ready to start putting money aside, but the small business I worked for didn’t offer a retirement plan. That first year my salary was less than $20,000, I was newly engaged and my money was directed towards a wedding and an apartment. Even with the best of intentions, taking a portion of my paycheck and setting it aside simply didn’t happen.

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Topics: Retirement Plans

Will the President Trump Dodd-Frank?

Posted by Dana Sheehan on Dec 21, 2016 10:57:10 AM

In an effort to grow the economy through pro-business policies, President-elect Donald Trump has promised to pare down big government in favor of fewer regulations. There are many question marks as we roll into 2017, many of which won’t be answered for months to come.

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Topics: Automatic IRA Rollovers, Dodd-Frank, Inspira, Payroll IRAs, Outsourced IRA Recordkeeping

Will the President Trump State-Run IRAs?

Posted by Dana Sheehan on Dec 15, 2016 11:04:39 AM

Last week President-elect Donald Trump announced his pick for Secretary of Labor, fast-food executive Andrew Puzder. During the campaign, both Trump and Hillary Clinton stated they would support state-run IRA programs once in office. Does the appointment of Puzder change this?

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Topics: State Run IRAs, Payroll IRAs

Will the President Trump the Fiduciary Rule?

Posted by Dana Sheehan on Dec 7, 2016 9:21:30 AM

As we roll into December, the election is nearly a month behind us and the country is waiting to see what President-elect Donald J. Trump’s administration will do over the next four years. Trump and his transition team are in the process of selecting Cabinet members, of which only a few have been announced (this New York Times article) has a list that is regularly updated). As of this blog post, one of those positions that hasn’t been announced yet is Secretary of Labor. So there are quite a few unknowns. Will the President Trump the Fiduciary Rule?

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Topics: fiduciary ruling, fiduciary rule, Payroll IRAs, Outsourced IRA Recordkeeping

State-Run Retirement: A Look at Oregon's Retirement Program

Posted by Dana Sheehan on Nov 29, 2016 8:51:31 AM

This post is the eighth in our series focusing on individual state-run retirement programs and it looks at Oregon, the Beaver State. If you missed them, catch up on the first seven posts, plus an overview of state-run retirement programs: Connecticut, Maryland, New Jersey, Washington, California, Illinois, and Massachusetts.

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Topics: state-run retirement, Payroll IRAs

State-Run Retirement: A Look at Connecticut's Retirement Program

Posted by Dana Sheehan on Nov 14, 2016 1:11:35 PM

We turn our attention to the Constitution State this week as we look at Connecticut’s state-run retirement program. Here are the previous posts in this series: Maryland, New Jersey, Washington, California, Illinois, Massachusetts, and an overview of state-run retirement programs.

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Topics: state-run retirement, Payroll IRAs

State-Run Retirement: A Look at Maryland's Retirement Program

Posted by Dana Sheehan on Nov 2, 2016 12:51:03 PM

Maryland, our nation’s seventh state, is the focus of this week’s state-run retirement plan series. Check out previous blog posts: New Jersey, Washington, California, Illinois, Massachusetts, and an overview of state-run retirement programs.

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Topics: state-run retirement, Payroll IRAs

State-Run Retirement: A Look at New Jersey's Retirement Program

Posted by Dana Sheehan on Oct 26, 2016 9:51:31 AM

This week’s state-run retirement plan series focuses on the Garden State of New Jersey. Past blog posts: Washington, California’s, Illinois, Massachusetts, and an overview of state-run retirement programs.

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Topics: state-run retirement, Payroll IRAs

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