Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: October 6, 2022

We love October. Not just because we get to over-decorate our houses and buy way too much candy without judgment, but also because here in the U.S. we promote #National RetirementSecurityMonth. It is a time to raise public awareness about the importance of saving for retirement. So join the hashtag, grab your favorite pumpkin spice drink and settle in for some retirement savings updates:

  • 6 facts you need to know about inequality with Boston College’s Geoffrey Sanzenbacher

  • Frrreshhh State Auto IRA metrics

  • A closer look at … California, Colorado, Connecticut, Delaware, Maryland, and New York State

  • Things we never thought we would see, but possibly the best practice in this space

  • Hot Sauce, Cool Stuff: Must knows

  • Pix of the week – Willow playing a vital role in nurturing productivity and creativity. Who is Willow, you may ask?

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Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: May 5, 2022

It’s May, so that means summer is almost here – right?! If the weather starts to warm up where you are, crack those windows open – we hope you’re working remotely -- and let the fresh air waft through your space while you catch up on what is going on in the world of retirement security. You will not want to miss:

  • Small employer plans, technology, fees, Auto IRAs, and more with insider J.D. Carlson

  • State metrics – we’ve got the latest!

  • Updates from California, Colorado, New Mexico, Connecticut, Maine, Virginia, and Hawaii

  • The Next Generation. Expert Joel Metlen weighs in

  • Hot Sauce! … 2 events you won’t want to miss TODAY and TOMORROW, plus what’s really working in the DEI space right now, and why you care

  • And we got your PIX of the Week!

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