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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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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