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

Retirement Security Matters: June 29, 2023

In this edition, we dive into the latest innovations in retirement savings, including state retirement plan mandates and how they complement the private sector. Grab something cold and join us as we wrap up the spring conference season, celebrate OregonSaves crossing the $200 million milestone πŸ₯‚, share updates from key states, and explore how firms respond to state mandates with insights from new research. Plus, don’t miss Hot Sauce, cool finds, and Pix of the Week!

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

Retirement Security Matters: March 24, 2022

  • A commercial moment – what! Yes.

  • Five things we just heard in rooms we were in last week

  • Frrresshhhh state metrics

  • Updates from Colorado, Connecticut, Illinois, Massachusetts, New Jersey, New Mexico, and Hawaii

  • Scott Morrison on Wide Open Futures

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