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

Retirement Micro and Macro

Retirement Security - Thinking Big While Minding the Details - We talk with Michael Davis, Head of Defined Contribution Plan Specialists at T. Rowe Price about - maybe - the most important issues on the planet: financial wellness and security, race and financial services, ESG, and family.

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

Fat City – or Not Quite Ready?

Let’s face it – “Lifetime Income Disclosures” does not a sexy title make. But the DOL’s new rule is important. We never want the perfect to be the enemy of the good. David Morse, Partner with law firm K&L Gates helps us think through the strengths and weaknesses of what retirement savers will see when they get their first disclosures. Along the way he talks about universal workplace savings, retirement savings “lost and found”, and more ❤. Read on!

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