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

Retirement Security Matters: February 11, 2021

This week, we think you know who our Valentine is. It’s ❤ You ❤. Leaning forward, we hope you have a lovely, fun-filled weekend. Spread some joy around.

What’s on deck today? We think you’ll like these:

  • The First 15 Years - David John on Auto IRAs

  • New! state Auto IRA metrics

  • Updates from Wisconsin, Colorado, New Jersey, Arkansas, Iowa, and California

  • Grant's Go-To's: big decisions - program model!

  • Hot Sauce: Transamerica, Masterclass, and the National Portrait Gallery, and

  • Whew! Pix of the Week

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

Retirement Security Matters: January 28, 2021

Well we’ve all broken in the New Year. We hope your resolutions / focus areas are not broken – but going strong. We ourselves are building up a terrific track record of flossing. And maintaining a year-round tan, goal #2.

What’s on deck this week? We think you’ll like these::

Ascensus’ Peg Creonte tells it like it is

State program metrics – final figs for 2020 – and some analysis

Programs in Progress: Illinois, Vermont, Wisconsin, Colorado, Connecticut and California

Grant’s Go-To’s: Mining the 2020 Defined Contribution Surveys

Hot Sauce! A wealth of new research on LMI, Social Security, and the co-incidence of later retirement and longer work

Pix of the Week – woohoo! It’s all about snow season, and a tribute

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

Retirement Security Matters: January 14, 2021

Now, tear yourselves away from the news for something with a little more lasting impact and benefit to your work! We got great stuff here:

Mission: Prosperity – with David Sokolow and Erik Rettig of Intuit

State Program Metrics – Auto IRAs break the 250k mark

And, the latest from California, Colorado, Connecticut, Oregon and Wisconsin!

Grant’s Best Practices: Industry Trends in Equality (Inequality?)

Hot Sauce! So much stuff in here that we can’t even list it, and

Pix of the Week – woohoo!

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