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

Retirement Security Matters: January 12, 2023

Happy New Year, friends! We’re kicking off 2024 with fresh insights on retirement savings innovation. Dive into Asso Yankson of EY on improving what’s good, updates from key states, Secure 2.0’s automatic enrollment impact, Hot Sauce, and Pix of the Week. Enjoy!

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

What’s Secure 2.0 Got to Do With It: a Hot Take on Automatic Enrollment

If you’re like us, you’re hearing the words “Secure 2.0” bandied about everywhere you go. The Secure 2.0 Act was memorialized into 2023 Appropriations Act (Division T), signed into law as you were picking crumpled wrapping paper off the floor and putting your sparkling into the fridge for New Year’s Eve. We are going to do a short series on some of the provisions, focusing on the ones that impact you, and retirement security, the most. We’ll start with our favorite:

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

Retirement Security Matters: October 21, 2021

  • Groom Law’s Michael Kreps on the good and the hidden in new retirement security legislation

  • Fresh metrics on the state Auto IRA programs

  • State updates – Virginia, Colorado, New Jersey – and more

  • Advertising on your mind? How to think about it if you’re a state – with Joel Metlen

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