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

Retirement Security Matters: December 14, 2023

As we wrap up Hanukkah and race toward Christmas Eve and the New Year, it’s the perfect time for a quick break. Grab a cocoa-coffee and catch up on the latest in retirement security: Starter K insights from Guideline’s Jeff Rosenberger and Jeremy Caballero, fresh state metrics 🥁, updates from Delaware, Maine, and Virginia, a glimpse into 2024 with RSM, a dash of Hot Sauce, and, of course, PIX! Let’s dive in.

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

Retirement Security Matters: June 29, 2023

In this edition, we dive into the latest innovations in retirement savings, including state retirement plan mandates and how they complement the private sector. Grab something cold and join us as we wrap up the spring conference season, celebrate OregonSaves crossing the $200 million milestone 🥂, share updates from key states, and explore how firms respond to state mandates with insights from new research. Plus, don’t miss Hot Sauce, cool finds, and Pix of the Week!

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