Retirement Security Matters: July 2, 2020

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Greetings! Welcome to Retirement Security Matters

a forum for retirement readiness innovation by states, supporters, and service providers

In this edition, in honor of the upcoming 4th of July holiday, we are taking it easy and giving you some light but useful reading:

  • CITs, MEPs, PEPs and ESG – Oh My! A chat with Morningstar’s Aron Szapiro

  • Updates from the States: Oregon, Illinois, Massachusetts, Maryland and Wisconsin

  • And, Pix! for your enjoyment

Retirement Program Innovation - CITs - Why You May Care If You Don't Have Them

Would CITs make your retirement savings program leaner and less expensive – while preserving the integrity of your investment strategy and providing a high quality experience for your savers?

This week we talk with Aron Szapiro , who’s been studying this on your behalf. 

Read the full newsletter

Lisa A. Massena, CFA

I consult to states, organizations and associations focused on retirement savings innovation that expands access, increases savers, and drives higher levels of savings.

http://massenaassociates.com
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Wisconsin Retirement Security: Resource Page

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CITs and 403(b)’s – Good, Bad, or Jury’s Out?