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

Retirement Security Matters: September 7, 2023

September is here, and RSM is back on its bi-weekly schedule! Get ready for fall with insights on prepping for 2024, fresh state metrics nearing the $1 billion milestone, key state updates, best practices, Hot Sauce, cool finds, and a standout Pic of the Week. Dive in!

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Fall Season: Getting Ready for 2024

We gave you a lot to think about in our last edition – with focus areas ranging across the spaces of legislative advocacy, financial expertise, and tech innovation. And we promised you a little bit more.

With the nip of fall in the air, we are looking forward. It’s conference season, so we’ll see you out and about. And as you are sharing social moments with colleagues, thinking creatively about the future, we’ve got you covered.

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

5 Rooms, 5 Themes: Retirement Security and other Hot Topics in the Spotlight

This piece is going to be more like a meal than a snack. So, we’re serializing it. These are the things you need to know from five rooms we’ve been in this month. OK one was a chat room, it’s true! These five hot topics are culled from conferences and calls thoughtfully curated and hosted by the Aspen Institute Financial Security Program, DCIIA’s Innovation Forum Team, Georgetown Center for Retirement Initiatives’ State Retirement Savings Program Network, NAST’s Legislative Conference Team, and even the Conference of the Western Region Chartered Financial Analyst Societies. So we’re going to spill it. The question is, what are you going to do with it?

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