SURVEY SAYS: Will Thanksgiving Traditions Resume in 2021?

PLANSPONSOR NewsDash readers share what they are thankful for.

The pandemic caused many people and families to put Thanksgiving traditions on hold.

Last week, I asked NewsDash readers, will you resume your Thanksgiving traditions this year? I also asked them to share some things they are thankful for.

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Fifty-two percent of responding readers work in a plan sponsor role; 22% are/work for recordkeepers/TPAs/investment consultants; 22% are advisers/consultants; and 4% are CPAs.

Nearly six in 10 responding readers (59%) reported that they had to put their Thanksgiving traditions on hold last year, while the rest did not. Seventy-eight percent are resuming their Thanksgiving traditions this year. Thirteen percent are resuming them with modifications, and the rest are not resuming their Thanksgiving traditions.

In verbatim comments, readers expressed excitement for resuming a more “normal” Thanksgiving this year. And, for some of those not resuming Thanksgiving traditions, it wasn’t just about the pandemic. There is no Editor’s Choice this week, but I’m wishing the best to the person whose home caught fire this year.

A big thank you to everyone who participated in the survey!

Those who shared some things they are thankful for said:

  • Job, family (children, grandchildren…), friends, all the beauty around us that God blesses us with every day.
  • The many blessings God has given to my family and me. Good health for the family and protection, especially during the pandemic. A good job that is fulfilling, provides for the family and great people to work with.
  • My husband, my family, the ability to have these things to be thankful for.
  • Family, Friends, and good Health
  • family, health, job (w/ flexibility to work remotely)
  • The wellbeing of my family.
  • I am thankful that my family is fully vaccinated and has not been affected by COVID. I pray that continues and that our country can heal.
  • HEALTH, family, friends, food and safe, warm place to live
  • family
  • I believe that being able to celebrate Thanksgiving is both a gift and a blessing. I am thankful for our great country giving us this gift and keeping it alive.
  • Life, liberty and the pursuit of happiness. Health and vaccines. And that we only have 12 months left before the next election.
  • Staying healthy, the receding of Covid
  • I am so thankful that although I have cancer I am living a full life, still working and playing as much as I can!!!
  • I am thankful for God’s grace and mercy; and thankful for my family and friends!

Verbatim

We did not change, but some family members chose not to join us and may still do the same this year.

Too many died this year to resume “normal”. This year we figure out what the “new” normal will be.

Just like with everything else, I feel like everything should be approached cautiously. We can’t just go all out and expect no consequences, we still have to be aware of what is still going on.

We keep it small every year, so we’ve been able to manage “the usual” without interruption. Everyone is careful about taking COVID-related precautions.

It will be nice to see family again, but some are so political it might be a stressful day!

So happy my whole family is vaccinated and we can share the day together! It seems even more special after all the disruptions of 2020 and early 2021.

family

We celebrated Thanksgiving last year as we always did in the past and will in the future.

The resumption of our traditions have been disrupted this year, but not (technically) by COVID. Rather, it’s about the kids being older (and having to share the holidays with in-laws in different states, and COVID’s dissipation has freed those travel restrictions), as well as our parents being older (and in one case, having moved in with us). Time for some NEW traditions…

I am working to have a normal Thanksgiving even though my home caught on fire and we are in the midst of repairs. I just love this time of year.

Looking forward to the Thanksgiving fellowship, good food and watching football with family and friends!

NOTE: Responses reflect the opinions of individual readers and not necessarily the stance of Institutional Shareholder Services (ISS) or its affiliates.

Retirement Industry People Moves

WIPN announces 2022 board composition and Aviva Investors adds to global high-yield team.

WIPN Announces 2022 Board Members

WE Inspire Promote Network (WIPN) has announced its 2022 board members. Lisa Smith, senior vice president and head of national accounts at Fidelity Investments Workplace Investing, is the incoming president, assuming the role from past president, Jennifer Norr, vice president at CUNA Mutual Group.

“Over the past year under Jennifers leadership, WIPN rose to the challenge of expanding our support and resources to meet the unique needs of women in our industry and met a tremendous growth milestone of over 1,500 members. Im excited to take over a thriving organization at a societal inflection point regarding the advancement of diversity, equality and inclusion [DE&I] initiatives for women in the retirement industry,” Smith says. “WIPNs proprietary research findings, which focused on the value of networking and mentoring, the significance of a clear career path and culture of inclusion, and clarity around compensation and work-life balance, will be expanded upon in 2022 to give us a platform to further the conversation of positive, accelerated progress for women in the retirement industry.

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Additional board members for 2022 include:

  • Vice president: Jennifer Mulrooney, American Century Investments vice president and regional retirement consultant
  • Treasurer: Lauren Hill, national accounts at John Hancock Retirement
  • Board secretary: Lisa Allen, Advisor2X chief revenue officer
  • National events: Sheri Fitts, Sheri Fitts & Co. CEO
  • Programming and research: Theresa Conti, Sunwest Pensions president
  • Membership: Tina Schackman, BFSG LLC principal
  • Diversity, equity and inclusion: Rosalyn Brown, PNC senior business development officer
  • Mentorship: Jean Martone, T. Rowe Price executive relationship manager
  • Strategic Marketing: Christina Tunison, financial adviser at LPL Financial
  • Sponsorship: Mindy O’Connor, Ascensus head of business development
  • Eastern regional chapters: Pam Brooks, Oswald Financial Inc. senior client manager
  • Western regional chapters: Ivana Polonijo, Fiduciary Decisions chief client officer

Aviva Investors Adds to Global High-Yield Team

Aviva Investors, the global asset management business of Aviva, announced it has strengthened its global high-yield team with the appointment of Sau Mui as a fund manager.

Mui has joined as a fund manager on the global high-yield, short-duration global high-yield, and U.S. high-yield strategies. Based in Chicago, Mui reports to Brent Finck and Sunita Kara, global co-heads of high-yield funds at Aviva Investors.

Prior to joining Aviva Investors, Mui was a portfolio manager for PPM America in Chicago, where she managed the firm’s core-plus and credit-plus strategies. Before assuming that role in 2019, Mui was a senior credit research analyst with the same firm, responsible for researching global investment grade and high-yield corporates in the financials sector.

Her prior experience includes positions as a credit research analyst with Harris Associates and as a high-yield research associate with Putnam Investments.

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