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

Retirement Security Matters: January 12, 2023

Welcome to the New Year, friends! We didn't make a lot of resolutions but we are absolutely committed to bring you the best retirement savings innovation information. So, snag yourself a cozy beverage and settle in for a few minutes of catching up:

  • Asso Yankson of EY: Good can get better. Don’t miss.

  • Key updates from California, Delaware, Maine, Massachusetts, and New Jersey

  • A hot take on how Secure 2.0's automatic enrollment impact

  • Interesting new reads! Hot Sauce and Cool Stuff

  • And Pix of the week, to close us out

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

Meet Me Where I Am: Asso Yankson Reframes Retirement

Just before the holidays (and SECURE 2.0) we had the pleasure of chatting with Asso Yankson, Senior Manager, Retirement Consulting at Ernst & Young LLP (EY). We love this conversation both for its insights, and for the way EY and Yankson have worked together to create a role that is both difference-making, and supportive of working parenting. Read on to see how this works.

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

What’s Secure 2.0 Got to Do With It: a Hot Take on Automatic Enrollment

If you’re like us, you’re hearing the words “Secure 2.0” bandied about everywhere you go. The Secure 2.0 Act was memorialized into 2023 Appropriations Act (Division T), signed into law as you were picking crumpled wrapping paper off the floor and putting your sparkling into the fridge for New Year’s Eve. We are going to do a short series on some of the provisions, focusing on the ones that impact you, and retirement security, the most. We’ll start with our favorite:

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