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

Parsing SECURE 2.0: Good News/Bad News and Future Focus

This week we have the pleasure of chatting with Mark Iwry. Mark’s bio runs long and deep. He served as Senior Advisor to the Secretary of the Treasury from 2009 to January 2017, and served concurrently as the Treasury Department’s Deputy Assistant Secretary for Retirement and Health Policy. His portfolio included pensions/retirement (DB and DC/401(k) plans, IRAs, etc.) and national savings policy; related tax policy and other tax and legal aspects; legislative and regulatory implementation of the Affordable Care Act, and other health policy; other employee benefits and compensation, and related legislative, policymaking, and rulemaking/regulatory responsibilities.

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

Retirement Security Matters: May 20, 2021

Did you miss us?! We took a spring break to fit those COVID vaccines in. While we’ve been laying around developing antibodies like mad, there’s been *so much* going on in the world of retirement security! You will not want to miss:

  • Mark Iwry on the concept of Automatic – and how getting there really wasn’t …

  • Fresh state stats: funded accounts are up 25% year to date!

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