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

Retirement Security Matters: February 24, 2022

  • What financial advisors think about Auto IRAs: Alice Tang in Oregon

  • What metric has just crossed 50,000? *Fresh* state stats!

  • Updates from California, Connecticut, Illinois, Maryland, and Oregon

  • Lorie Latham on Retirement Program oversight: Five Tips from a Pro

  • Hot Sauce … new proposal, new research, and some fun stuff

  • Pix of the Week! snow, broken bones, dogs, toilet paper … we got it all

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

Five Ideas to Get your Committee Organized for the Year Ahead

This week we are honored to include the expert insights of industry leader Lorie Latham, CFA. Recently retired from T. Rowe Price’s Defined Contribution Team, Lorie’s got some great tips to get and keep your year on track. We’re applying these concepts to retirement programs, but we bet you can find other areas of your work and life to which they apply.

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