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

Meet Me Where I Am: Asso Yankson Reframes Retirement

Just before the holidays (and SECURE 2.0) we had the pleasure of chatting with Asso Yankson, Senior Manager, Retirement Consulting at Ernst & Young LLP (EY). We love this conversation both for its insights, and for the way EY and Yankson have worked together to create a role that is both difference-making, and supportive of working parenting. Read on to see how this works.

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

The Accidental Plan Sponsor— and the evolving future of retirement

Josh Cohen loves this topic of retirement savings and income adequacy. He’s also deeply curious about the evolution of the industry. How is it that plan sponsors became plan sponsors – and why do things work the way they do? We caught up with Josh to talk about his new podcast, and intriguing results from PGIM’s latest defined contribution survey.

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