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

Retirement Security Matters: November 30, 2023

As autumn gracefully transitions to winter, join us in savoring the spirit of the season. With December on the horizon, marked by twinkling lights and festive joy, let's pause, grab a cuppa, and get ready for some cool insights and inspiring news. So, get comfy, settle in, and read on:

  • Colorado Secure Savings: Off & Running with Young and Railey

  • Fresssssh state metrics - just for you

  • Updates from states - CA CO CT IL ME MD OR VA NJ NY and DE!

  • In the News: (How) Do Auto IRAs Affect Participation & New Plans?

  • We got Hot Sauce / Cool Stuff, and

  • … Pix of the Week, where we keep the running theme alive.

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

Retirement Security Matters: November 2, 2023

Happy November! It’s raining here and the snow has started to fly in elevations above us. So, get ready for some cool insights and inspiring news. Grab your warm beverage, get comfy, and let's dive in:

  • Doing More in Delaware - We need to know!

  • State Auto IRA Metrics - September Data Update

  • Key updates from Connecticut, Maine, New Jersey, and Nevada

  • Hot Sauce, Cool Stuff: this week's must reads

  • Pix of the week

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

Doing More in Delaware: the Advent of Delaware EARNS

This week, we are delighted to have conversations with Colleen Davis, the State Treasurer of Delaware, and Ted Griffith, the Program Director of Delaware EARNS. This dynamic duo are bringing to life the nation’s next Auto IRA program and the first such retirement security opportunity for the great state of Delaware. We can’t wait to see the unique thinking they bring to the space. Cool news ahead.

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