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

Parsing SECURE 2.0: Good News/Bad News and Future Focus

This week we have the pleasure of chatting with Mark Iwry. Mark’s bio runs long and deep. He served as Senior Advisor to the Secretary of the Treasury from 2009 to January 2017, and served concurrently as the Treasury Department’s Deputy Assistant Secretary for Retirement and Health Policy. His portfolio included pensions/retirement (DB and DC/401(k) plans, IRAs, etc.) and national savings policy; related tax policy and other tax and legal aspects; legislative and regulatory implementation of the Affordable Care Act, and other health policy; other employee benefits and compensation, and related legislative, policymaking, and rulemaking/regulatory responsibilities.

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Turning ‘Negative Elections’ into Automatic!: a true story

How did the “automatic” enrollment movement in retirement readiness start — and what were the unexpected twists and turns along the way? We talk with J. Mark Iwry, former Senior Advisor to the Secretary of the Treasury, serving concurrently as the Treasury Department’s Deputy Assistant Secretary for Retirement and Health Policy. Great insights here!

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