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

Retirement Security Matters: March 24, 2023

Friends – Spring is finally here with all the hope and promise of renewal that this season always brings. Is all about warmer temperatures, spring cleaning, skinny cocktails, flowers, Easter eggs and new beginnings.

While we both think about that, here’s what’s on deck in the world of retirement savings innovation:

  • The inimitable Mark Iwry parses SECURE 2.0 - and takes a future focus

  • Numbers from the states

  • Key updates from Maine, Massachusetts, and Puerto Rico

  • Hot Sauce and Cool Stuff

  • … and Pix of the week!

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

Retirement Security Matters: February 9, 2023

♥️ It’s the season of love and affection, which means … pampering. We hope you have a lovely, fun-filled celebration. As you spread some joy, let us help you catch up on the world of retirement security. Grab some sweet and savory chocolates and nestle in. You’ve earned it!

  • Mateo Galindo Lozano of CHCF on Planificación de Jubilación - in community

  • Key updates from Maryland, New Jersey, New Mexico, and Oregon

  • A hot take on SECURE 2.0 - This week we’ll hit the key features of Employer Incentives

  • Hot Sauce and Cool Stuff - we've got the goods to sharpen your day

  • ... and Pix of the week!

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

Retirement Security Matters: January 26, 2023

Happy Late January, friends! Is it just us or is the year already speeding by? There's a lot going on in the world of retirement savings innovations. Warm yourself up with a steaming cup of something (did you know Jan. 31 marks National Hot Chocolate Day?) and read on:

  • Treasurer Michael Frerichs on Illinois Secure Choice at Five – Wow!

  • Key updates from California, Connecticut, and Maine

  • Our first Correction (certainly not our first mistake though)

  • A hot take on SECURE 2.0 - key features of the Saver’s Match

  • Hot Sauce and Cool Stuff – Always an audience favorite!

  • Swearings-in and more in Pix of the week

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