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

Retirement Security Matters: March 24, 2022

  • A commercial moment – what! Yes.

  • Five things we just heard in rooms we were in last week

  • Frrresshhhh state metrics

  • Updates from Colorado, Connecticut, Illinois, Massachusetts, New Jersey, New Mexico, and Hawaii

  • Scott Morrison on Wide Open Futures

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

Retirement Security Matters: March 10, 2022

  • What do fintech experts think about Auto IRAs and market-serving innovations: Aaron Schumm from Vestwell gets candid

  • The freshest state stats – is it true that assets are up 7.5x in about two years?

  • Updates from California, Colorado, Illinois, Maryland, New Jersey, New Mexico, Oregon, Virginia, Hawaii, and Pennsylvania

  • Employer buy-in … how much does it matter? Expert Joel Metlen weighs in.

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

Retirement Security Matters: February 24, 2022

  • What financial advisors think about Auto IRAs: Alice Tang in Oregon

  • What metric has just crossed 50,000? *Fresh* state stats!

  • Updates from California, Connecticut, Illinois, Maryland, and Oregon

  • Lorie Latham on Retirement Program oversight: Five Tips from a Pro

  • Hot Sauce … new proposal, new research, and some fun stuff

  • Pix of the Week! snow, broken bones, dogs, toilet paper … we got it all

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