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

Retirement Security Matters: July 1, 2021

It's the 4th of July 🎆 here in the US and a snappy week around the office. We got good stuff for you, read now or read on holiday!

  • The inimitable Joel Metlen Gets Creative with Stakeholder Engagement

  • Fresh state stats – get a good look, California’s about to blow these numbers away, we suspect

Read More
Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: June 17, 2021

Yep, it’s the start-of-summer edition. Grab yourself a beverage and nestle in for a good read:

• Jamaica’s Sanya Goffe shares some ideas about retirement security useful to all

• State metrics – closing in on a quarter of a billion – dollars

• States in action: California, Colorado, Illinois, New Mexico, Virginia, and New York State

Read More
Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: June 3, 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!

Read More