Retirement Security Matters: January 14, 2021

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Greetings! Welcome to Retirement Security Matters

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

We start by wishing each of you a happy, prosperous, and fulfilling New Year. Make it so.

Now, tear yourselves away from the news for something with a little more lasting impact and benefit to your work! We got great stuff here:

  • Mission: Prosperity – with David Sokolow and Erik Rettig of Intuit

  • State Program Metrics – Auto IRAs break the 250k mark

  • And, the latest from California, Colorado, Connecticut, Oregon and Wisconsin!

  • Grant’s Best Practices: Industry Trends in Equality (Inequality?)

  • Hot Sauce! So much stuff in here that we can’t even list it, and

  • Pix of the Week – woohoo!

Mission: Prosperity: Intuit Duo Dishes!

People, some of this is going to read like a promo for two firms! However, we think it’s important to highlight real work that’s being done in the trenches to advance retirement savings access, ease of use, and payroll simplicity. Read on, take notes, innovate.

Intuit is known for products like QuickBooks, TurboTax and Mint. Tell us how you get from these kinds of products to the retirement security space.

David Sokolow: It starts at the mission level. Our mission is . . .

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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Mission: Prosperity – Intuit Duo Dishes!