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

Retirement Security Matters: March 10, 2022

  • What do fintech experts think about Auto IRAs and market-serving innovations: Aaron Schumm from Vestwell gets candid

  • The freshest state stats – is it true that assets are up 7.5x in about two years?

  • Updates from California, Colorado, Illinois, Maryland, New Jersey, New Mexico, Oregon, Virginia, Hawaii, and Pennsylvania

  • Employer buy-in … how much does it matter? Expert Joel Metlen weighs in.

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Surfin’ USA? Retirement Readiness, CalSavers Style

As CalSavers approaches its first employer deadline, we talk with Executive Director Katie Selenski about the impact the program is already having. What’s it like to work with employers during the pandemic, and how does the program approach some of California’s unique characteristics - as a very large, multicultural state, whose covered workforce by some measures is harder-pressed than most.

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