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

Retirement Security Matters: June 29, 2023

In this edition we’ll explore the latest developments in retirement savings innovations, including state retirement plan mandates. Discover how these programs complement, rather than compete with the private sector market. So, grab something cold and read on:

  • Things heard in rooms - wrapping up the spring conference season

  • State metrics - OregonSaves crosses $200 million asset milestone 🥂

  • Updates from Colorado, Hawaii, Illinois, Maine, New Jersey, Oregon, and Virginia

  • How do firms respond to state retirement plan mandates? Insights from new research

  • Hot Sauce! Some Cool Stuff for you.

  • 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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