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

Retirement Security Matters: December 14, 2023

We are making our way out of Hannukah, into those critical ten days before Christmas Eve, and blasting toward the New Year. If you’re working, you are probably working very hard and in need of a good break. Grab a cocoa-coffee and let’s catch up on the latest from the world of retirement security. We’re going to start with some innovation:

  • Guideline’s Jeff Rosenberger and Jeremy Caballero: Starter K, plus a lot

  • Fressssh! state metrics 🥁

  • States in action: Delaware, Maine, and Virginia

  • What’s 2024 got in store for us? Future-think with RSM.

  • Hot Sauce - just a dash this week, and

  • PIXXXXX!

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

Enroll, Educate, Equip, Empower: Peter Thompson on RetirePath Virginia

With a civilian labor force of 4.5 million, Virginia leaders had a lot to think about when they realized a good chunk of those folks didn’t have workplace access to retirement savings. That’s all changing. We talk today with program director Peter Thompson about the present, the future, and what he’s seeing in this new space.

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