Retirement Security Matters: July 2, 2020
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.