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

Retirement Security Matters: June 17, 2021

Yep, it’s the start-of-summer edition. Grab yourself a beverage and nestle in for a good read:

• Jamaica’s Sanya Goffe shares some ideas about retirement security useful to all

• State metrics – closing in on a quarter of a billion – dollars

• States in action: California, Colorado, Illinois, New Mexico, Virginia, and New York State

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

Retirement Security Matters: October 22, 2020

We talk with NEST's Will Sandbrook about universal workplace savings, emergency savings and the progress of NEST in the UK. We share States' legislative updates: Colorado, Missouri, New York, South Carolina, Tennessee, and Wisconsin. And check out program states rollout updates for CalSavers, Connecticut, Illinois, Maryland, New Jersey, and Vermont.

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

Mindful About MEPs: What You Want to Know

MEPs, PEPs and ARPs? Troy Tisue is one of the industry’s top experts on both multiple employer plans and fiduciary outsourcing. He is the creator of The Open MEP® and of many of the aggregated plan structures being offered throughout the country today. In our conversation we got the sense that Troy knows where most of the bodies are buried. Read on.

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