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

Retirement Security Matters: February 23, 2023

Hello Friends! It is Black History Month in the US ♥️. To us, this month is incredibly important. Every year we find the dialogue about our shared history is getting richer. Are there plenty of concerns? Yes, there are. Opportunities to act? Yes, there are. And in the current focus our personal understanding of the ongoing contributions to all that we are together increases, and the world – at least the one close to us – gets better and becomes fuller. #thankyou

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

Connecticut’s Comptroller on MyCTSavings: Access, Equity, and Early Results

Persistence pays off. It’s not always easy getting a new retirement savings program off the ground. It is, however, very rewarding to see the results once you’ve done it. This week we have the pleasure of chatting with Connecticut’s Comptroller, Natalie Braswell, and Executive Director of the MyCTSavings Program, Jessica Muirhead, on progress and priorities in the Nutmeg State.

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

Best Practices in National Savings Training Programs

The National Association of State Treasurers (NAST) is the professional association for the equivalent of the chief financial officer in all 50 states, D.C., and the territories. Not only are they the state treasurers, but they also could be the directors of 529 savings plans, ABLE savings plans, state debt management, investments, and sometimes pension and retirement programs, as well as the fun one – unclaimed property.

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