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

Retirement Security Matters: September 7, 2023

Can you believe it? As we say farewell to August, September has blasted in. This week, RSM is dropping the summer s-t-r-e-t-c-h and resuming its bi-weekly schedule. Stop thinking about baseball, or your kids, grab a refreshing beverage, and get ready to ease into fall with some content to make you smarter, better, and faster. We said it.

  • Fall Season - Getting Ready for 2024! And tips for the rest of 2023

  • Frrreshhh state metrics vs. the much anticipated $1 billion in assets milestone

  • Updates from California, Colorado + Maine, Illinois and Massachusetts

  • Best Practices: We go blue.

  • Hot Sauce! and some cooool stuff

  • … PIC of the Week! Just one.

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

Retirement Security Matters: August 17, 2023

Are you in a heat dome? We are! It’s time for a break. Find yourself a comfortable spot in front of a fan or the AC, or that special spot in the office that’s always cold, and join us as we dive into the latest in retirement security.

  • Three things you can do now to make 2024 *awesome*

  • Frrreshhh state metrics

  • Updates from California, Connecticut, Hawaii, Oregon and Maine

  • No fries with that please - Best Practices to reduce angst

  • Hot Sauce! and some cooool stuff for the dog days of August 🐕

  • … PIX of the Week!

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

Retirement Security Matters: May 18, 2023

It's the end of May, and Auto IRA initiatives are racing the calendar as the 2023 legislative session ends. Grab a cool beverage and get your news on:

  • Advancing retirement savings: Minnesota, Missouri, and Vermont Get Busy

  • State metrics - over 50,000 employers facilitating, and more

  • Key updates from Delaware, Hawaii, Illinois, New Jersey, and Oregon – and a host of legislatively active states

  • Eyes on the Big Picture: Top Trends

  • Hot Sauce and Cool Stuff

  • … and Pix of the week!

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