I once began a conversation with a marketing firm by asking, “Where should we advertise to get the best bang for our buck?” They answered the question with their own question, “How much money do you have?”

Joel Metlen is a pioneer of the state facilitated retirement savings space, joining OregonSaves in September of 2016. Stepping into a very entrepreneurial space within the Treasurer’s office, Joel helped establish the program’s marketing plan and direction, shaped its outreach and engagement approach, and worked tirelessly in the early days to ensure the program would get off the ground in good shape with both employers and employees. We talk with Joel here about best practices around outreach and engagement.