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

Retirement Security Matters: May 20, 2021

Did you miss us?! We took a spring break to fit those COVID vaccines in. While we’ve been laying around developing antibodies like mad, there’s been *so much* going on in the world of retirement security! You will not want to miss:

  • Mark Iwry on the concept of Automatic – and how getting there really wasn’t …

  • Fresh state stats: funded accounts are up 25% year to date!

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

Retirement Security Matters: April 22, 2021

Can you believe we are well into spring? We hope yours is awesome. In this edition we’ve got some great stuff to spice up your day:

• The inimitable Andrew Remo of the American Retirement Association on getting more employers into the retirement system
• Fresh state stats!
• Action notes from California, Illinois, New Mexico, Oregon, Virginia, Arkansas, Hawaii, Nevada and Rhode Island.
• Grant Boyken on Early Withdrawals and State Programs
• Hot Sauce that is super hot – new research from Mingli Zhong, Amanda Umpierrez, Nancy Altman and Eric Kingson, David Morse and Angela Antonelli, NIRS, and EBRI. Plus some non-pensions stuff to enrich your day!
• And … PIX of the Week. From two countries. Just sayin.

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

Retirement Security Matters: April 8, 2021

OK People, it’s Women’s History Month! Do you think it’s possible to do an all-female-cast version of the RSM newsletter? We’re going to give it a shot. Hang on to your seat:

• Starting us off, Treasurer Sarah Godlewski spills it on Wisconsin’s five-point report and recommendations, and then
• Our own Angela Antonelli of Georgetown’s Center for Retirement Innovation shares insights from early days of the retirement security movement – and new forward-leaning ideas
• The latest state metrics – did you know many of these programs are led by women, and/or sponsored by female Treasurers and legislators?
• Grant’s Go To’s: Just for this edition, Grant wears a wig. OK, we’re kidding. And we appreciate Grant. States Take Aim at TDFs. Check it out.
• Some Cool Stuff to read and watch – Cicely Tyson, anyone?
• And, some, Pix of the Week!

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