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

Retirement Security Matters: October 19, 2023

As nature gears up for its final spectacle before winter in the Northern Hemisphere, we've got some exciting news. Grab your blanket, a steaming cup of cocoa, and get ready to dive into the world of retirement security matters this October.

  • Retirement Savings Report Card: When “C” Isn't Cool

  • State Auto IRA Metrics - September Data Update

  • Key updates from Vermont

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

  • Pix of the week

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

Retirement Security Matters: August 17, 2023

Are you in a heat dome? We are! It’s time for a break. Find yourself a comfortable spot in front of a fan or the AC, or that special spot in the office that’s always cold, and join us as we dive into the latest in retirement security.

  • Three things you can do now to make 2024 *awesome*

  • Frrreshhh state metrics

  • Updates from California, Connecticut, Hawaii, Oregon and Maine

  • No fries with that please - Best Practices to reduce angst

  • Hot Sauce! and some cooool stuff for the dog days of August 🐕

  • … PIX of the Week!

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

Retirement Security Matters: May 18, 2023

It's the end of May, and Auto IRA initiatives are racing the calendar as the 2023 legislative session ends. Grab a cool beverage and get your news on:

  • Advancing retirement savings: Minnesota, Missouri, and Vermont Get Busy

  • State metrics - over 50,000 employers facilitating, and more

  • Key updates from Delaware, Hawaii, Illinois, New Jersey, and Oregon – and a host of legislatively active states

  • Eyes on the Big Picture: Top Trends

  • Hot Sauce and Cool Stuff

  • … and Pix of the week!

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