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

Retirement Security Matters: November 30, 2023

As autumn gracefully transitions to winter, join us in savoring the spirit of the season. With December on the horizon, marked by twinkling lights and festive joy, let's pause, grab a cuppa, and get ready for some cool insights and inspiring news. So, get comfy, settle in, and read on:

  • Colorado Secure Savings: Off & Running with Young and Railey

  • Fresssssh state metrics - just for you

  • Updates from states - CA CO CT IL ME MD OR VA NJ NY and DE!

  • In the News: (How) Do Auto IRAs Affect Participation & New Plans?

  • We got Hot Sauce / Cool Stuff, and

  • … Pix of the Week, where we keep the running theme alive.

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

Retirement Security Matters: November 2, 2023

Happy November! It’s raining here and the snow has started to fly in elevations above us. So, get ready for some cool insights and inspiring news. Grab your warm beverage, get comfy, and let's dive in:

  • Doing More in Delaware - We need to know!

  • State Auto IRA Metrics - September Data Update

  • Key updates from Connecticut, Maine, New Jersey, and Nevada

  • Hot Sauce, Cool Stuff: this week's must reads

  • Pix of the week

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

Retirement Security Matters: October 5, 2023

We love October. Yes, it gives us an excuse to go overboard with house deco and candy. Anddddd, it's also #NationalRetirementSecurityMonth here in the US. Clearly at RSM this is “our” national holiday. Just saying. This month is dedicated to spreading awareness about the significance of saving for retirement. So, let's rally on the hashtag, grab a pumpkin beer or pumpkin spice, and get on with it:

  • The 4 E’s you say? with Peter Thompson and RetirePath Virginia

  • Frrreshhh state metrics … where are we now

  • Updates from Colorado, Maine, Minnesota, New Jersey and New York

  • We mashup nesting shore birds and … retirement savings innovation 🐦

  • Wisdom from the wild cliffs of Maui

  • Hot Sauce! and some cooool stuff, and

  • … PIX of the Week!

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