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: July 20, 2023

We love summer! As the days grow more casual, we hope you're finding time to soak up the sun (or avoid it, if you’re in a heat dome) and enjoy this vibrant season. So, grab a lemonade or your iced coffee, sit back, and let us catch you up on the latest financially resilient retirement security news.

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

Retirement Security Matters: June 29, 2023

In this edition we’ll explore the latest developments in retirement savings innovations, including state retirement plan mandates. Discover how these programs complement, rather than compete with the private sector market. So, grab something cold and read on:

  • Things heard in rooms - wrapping up the spring conference season

  • State metrics - OregonSaves crosses $200 million asset milestone 🥂

  • Updates from Colorado, Hawaii, Illinois, Maine, New Jersey, Oregon, and Virginia

  • How do firms respond to state retirement plan mandates? Insights from new research

  • Hot Sauce! Some Cool Stuff for you.

  • And … PIX of the Week!

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