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

Retirement Security Matters: March 10, 2022

  • What do fintech experts think about Auto IRAs and market-serving innovations: Aaron Schumm from Vestwell gets candid

  • The freshest state stats – is it true that assets are up 7.5x in about two years?

  • Updates from California, Colorado, Illinois, Maryland, New Jersey, New Mexico, Oregon, Virginia, Hawaii, and Pennsylvania

  • Employer buy-in … how much does it matter? Expert Joel Metlen weighs in.

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