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

Retirement Security Matters: October 5, 2023

We love October. Yes, it gives us an excuse to go overboard with house deco and candy. Anddddd, it's also #NationalRetirementSecurityMonth here in the US. Clearly at RSM this is “our” national holiday. Just saying. This month is dedicated to spreading awareness about the significance of saving for retirement. So, let's rally on the hashtag, grab a pumpkin beer or pumpkin spice, and get on with it:

  • The 4 E’s you say? with Peter Thompson and RetirePath Virginia

  • Frrreshhh state metrics … where are we now

  • Updates from Colorado, Maine, Minnesota, New Jersey and New York

  • We mashup nesting shore birds and … retirement savings innovation 🐦

  • Wisdom from the wild cliffs of Maui

  • Hot Sauce! and some cooool stuff, and

  • … PIX of the Week!

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

Retirement Security Matters: August 17, 2023

Are you in a heat dome? We are! It’s time for a break. Find yourself a comfortable spot in front of a fan or the AC, or that special spot in the office that’s always cold, and join us as we dive into the latest in retirement security.

  • Three things you can do now to make 2024 *awesome*

  • Frrreshhh state metrics

  • Updates from California, Connecticut, Hawaii, Oregon and Maine

  • No fries with that please - Best Practices to reduce angst

  • Hot Sauce! and some cooool stuff for the dog days of August 🐕

  • … PIX of the Week!

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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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