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 🥂, 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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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Auto Enroll: 3%, 5%, 7% – What’s Optimal?

Dr. Mingli Zhong asks important questions about how we can optimize the way we use automatic features in our retirement savings plans and programs. She’s also studying pandemic-related impacts on savers, going beyond top-level results to understand how this economy is differentiating between those of us that kept our jobs, and those of us who didn’t.

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

Retirement Security Matters: February 25, 2021

You, my friend, are making it through the wintry month of February. #Welldone! We have some distractions for you today. Enjoy away!

  • What’s on deck today? We think you’ll like these:

  • Treasurer Michael Frerichs talks Illinois Secure Choice

  • State programs serve more than 275,000 savers

  • Fresh news from Oregon, Colorado, Vermont, Connecticut, Illinois, Virginia and Idaho

  • Grant Sez: Let’s consider the Employer Mandate

  • Super Hot Sauce … new research from NBER and NIRS

  • And, you got it, Pix of the Week!

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