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

Retirement Security Matters: November 30, 2023

As autumn turns to winter, it’s the perfect time to pause, grab a warm drink, and settle in for fresh insights and updates. This week, we’re exploring Colorado Secure Savings with Young and Railey, sharing state metrics and updates from across the country, diving into the impact of Auto IRAs, and wrapping up with some seasonal fun in our Pix of the Week. Get cozy and enjoy!

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

Retirement Security Matters: November 2, 2023

Happy November! With rain falling here and snow beginning to blanket the higher elevations, it’s the perfect time to cozy up with a warm drink and dive into some fresh insights and inspiring updates. This week, we’re exploring developments in Delaware, the latest state Auto IRA metrics from September, key updates from Connecticut, Maine, New Jersey, and Nevada, and a roundup of must-reads in Hot Sauce, Cool Stuff. Plus, don’t miss our Pix of the Week to wrap it all up. Let’s get started!

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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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