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

Retirement Security Matters: January 12, 2023

Welcome to the New Year, friends! We didn't make a lot of resolutions but we are absolutely committed to bring you the best retirement savings innovation information. So, snag yourself a cozy beverage and settle in for a few minutes of catching up:

  • Asso Yankson of EY: Good can get better. Don’t miss.

  • Key updates from California, Delaware, Maine, Massachusetts, and New Jersey

  • A hot take on how Secure 2.0's automatic enrollment impact

  • Interesting new reads! Hot Sauce and Cool Stuff

  • And Pix of the week, to close us out

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