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

Retirement Security Matters: March 10, 2022

  • What do fintech experts think about Auto IRAs and market-serving innovations: Aaron Schumm from Vestwell gets candid

  • The freshest state stats – is it true that assets are up 7.5x in about two years?

  • Updates from California, Colorado, Illinois, Maryland, New Jersey, New Mexico, Oregon, Virginia, Hawaii, and Pennsylvania

  • Employer buy-in … how much does it matter? Expert Joel Metlen weighs in.

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

Retirement Security Matters: February 24, 2022

  • What financial advisors think about Auto IRAs: Alice Tang in Oregon

  • What metric has just crossed 50,000? *Fresh* state stats!

  • Updates from California, Connecticut, Illinois, Maryland, and Oregon

  • Lorie Latham on Retirement Program oversight: Five Tips from a Pro

  • Hot Sauce … new proposal, new research, and some fun stuff

  • Pix of the Week! snow, broken bones, dogs, toilet paper … we got it all

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

Retirement Security Matters: February 10, 2022

Greetings, Peeps. This week:

  • Treasurer Stacy Garrity: Fresh perspectives on savings and impact

  • The latest state Auto IRA metrics and some impressive growth rates

  • A closer look at Colorado, Illinois, New Jersey, New York State, Oregon, Virginia, California, Hawaii, Mississippi, and Pennsylvania

  • Implementing something? Teambuilding Tips from a Pro.

  • Hot Sauce, Cool Stuff: What’s everyone reading? Must knows.

  • And, you got it, cooool Pix of the Week!

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