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

Retirement Security Matters: May 4, 2023

It’s May, we’re enjoying lighter, longer days. We hope you’re enjoying fresh starts and new adventures. With an iced coffee in hand, let’s catch you up on what is going on in the world of retirement security. You won’t want to miss:

  • Insights from Pewster Kim Olson on state Auto IRAS and fact-based advocacy.

  • Frrresshhhh state metrics

  • Key updates from California, Connecticut, Delaware, Maine, Maryland, New Jersey, New York, and Viginia – and a host of legislatively active states

  • Hot Sauce and Cool Stuff - from NAST to “Bert” Hoover

  • … and Pix of the week! including the White House, and … brownies

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

Retirement Security Matters: March 9, 2023

Happy International Women’s Day this week to all the extraordinary women who have dedicated their time to retirement security. You are kicking it! Take a moment to recognize someone near you this week.

  • We’re at DCIIA’s spring event series – the Innovation Forum, Retirement Research Summit, and Diversity Equity and Inclusion Awards. Special focus on the DEI Awards.

  • Fresssh numbers from the states

  • Key updates from California, Delaware, Connecticut, Kansas, and Missouri

  • David John and one more nugget on Universal Auto IRA impact

  • Hot Sauce and Cool Stuff

  • … and Pix of the week! a great recc for those coffee lovers around Portland

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

Retirement Security Matters: February 23, 2023

Hello Friends! It is Black History Month in the US ♥️. To us, this month is incredibly important. Every year we find the dialogue about our shared history is getting richer. Are there plenty of concerns? Yes, there are. Opportunities to act? Yes, there are. And in the current focus our personal understanding of the ongoing contributions to all that we are together increases, and the world – at least the one close to us – gets better and becomes fuller. #thankyou

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