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

Retirement Security Matters: January 4, 2024

Happy New Year 2024, Friends! It’s with much anticipation that we have rounded the corner into this next set of months.

We joke that producing RSM is like writing the newsletter version of War and Peace every two weeks. That said, we are shifting into a new gear. Think of it as beach-bike gear. Hop on – here we go. ♥️

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

Retirement Security Matters: November 30, 2023

As autumn gracefully transitions to winter, join us in savoring the spirit of the season. With December on the horizon, marked by twinkling lights and festive joy, let's pause, grab a cuppa, and get ready for some cool insights and inspiring news. So, get comfy, settle in, and read on:

  • Colorado Secure Savings: Off & Running with Young and Railey

  • Fresssssh state metrics - just for you

  • Updates from states - CA CO CT IL ME MD OR VA NJ NY and DE!

  • In the News: (How) Do Auto IRAs Affect Participation & New Plans?

  • We got Hot Sauce / Cool Stuff, and

  • … Pix of the Week, where we keep the running theme alive.

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