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

Retirement Security Matters: June 29, 2023

In this edition we’ll explore the latest developments in retirement savings innovations, including state retirement plan mandates. Discover how these programs complement, rather than compete with the private sector market. So, grab something cold and read on:

  • Things heard in rooms - wrapping up the spring conference season

  • State metrics - OregonSaves crosses $200 million asset milestone 🥂

  • Updates from Colorado, Hawaii, Illinois, Maine, New Jersey, Oregon, and Virginia

  • How do firms respond to state retirement plan mandates? Insights from new research

  • Hot Sauce! Some Cool Stuff for you.

  • And … PIX of the Week!

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

Retirement Security Matters: May 4, 2023

It’s May, we’re enjoying lighter, longer days. We hope you’re enjoying fresh starts and new adventures. With an iced coffee in hand, let’s catch you up on what is going on in the world of retirement security. You won’t want to miss:

  • Insights from Pewster Kim Olson on state Auto IRAS and fact-based advocacy.

  • Frrresshhhh state metrics

  • Key updates from California, Connecticut, Delaware, Maine, Maryland, New Jersey, New York, and Viginia – and a host of legislatively active states

  • Hot Sauce and Cool Stuff - from NAST to “Bert” Hoover

  • … and Pix of the week! including the White House, and … brownies

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