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

Colorado Secure Savings: Off and Running 

What’s one year old and has 40,000 new savers? You guessed it – it’s Colorado’s Secure Choice retirement savings program. We caught up with Treasurer Dave Young and Executive Director Hunter Railey to get the latest news from the Rocky Mountain State. Keen observations, innovation, and some sage advice ahead. Read on!

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

Retirement Security Matters: October 19, 2023

As nature gears up for its final spectacle before winter in the Northern Hemisphere, we've got some exciting news. Grab your blanket, a steaming cup of cocoa, and get ready to dive into the world of retirement security matters this October.

  • Retirement Savings Report Card: When “C” Isn't Cool

  • State Auto IRA Metrics - September Data Update

  • Key updates from Vermont

  • 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: 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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