Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Five Ideas to Get your Committee Organized for the Year Ahead

This week we are honored to include the expert insights of industry leader Lorie Latham, CFA. Recently retired from T. Rowe Price’s Defined Contribution Team, Lorie’s got some great tips to get and keep your year on track. We’re applying these concepts to retirement programs, but we bet you can find other areas of your work and life to which they apply.

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Team Building

When gearing up to implement a new government savings program, building the right team is critical, but one thing is for sure: you’ll never have enough people to do the work. So how do you build the team you need?

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Retirement-linked emergency savings - does it work?

Are there ways to help our families weather financial hardships? Yes, there are! Linking emergency savings and retirement savings is one of several ways to meet people’s emergency savings needs. Paulina Diaz share more about current experimentation and early success, including through the Nest Jars program in the UK.

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