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

Retirement Security Matters: May 5, 2022

It’s May, so that means summer is almost here – right?! If the weather starts to warm up where you are, crack those windows open – we hope you’re working remotely -- and let the fresh air waft through your space while you catch up on what is going on in the world of retirement security. You will not want to miss:

  • Small employer plans, technology, fees, Auto IRAs, and more with insider J.D. Carlson

  • State metrics – we’ve got the latest!

  • Updates from California, Colorado, New Mexico, Connecticut, Maine, Virginia, and Hawaii

  • The Next Generation. Expert Joel Metlen weighs in

  • Hot Sauce! … 2 events you won’t want to miss TODAY and TOMORROW, plus what’s really working in the DEI space right now, and why you care

  • And we got your PIX of the Week!

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

Retirement Security Matters: April 21, 2022

Hello Spring Chickens! Has it been unusually cold where you are? We skied on fresh floofy snow this weekend – an unexpected silver lining alongside local storms and cool weather. Even when we’re skiing, we’re thinking about you🏂🏼. So, snag a snack and join us for the latest:

  • This week we’re going abroad: surprises from Israel, Jordan and Egypt

  • State metrics – the latest

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

  • Three Critical Policy Goals with the Honorable Kathleen Kennedy Townsend

  • Hot Sauce! Financial wellness, naturally, and plenty more

  • And the best PIX of the Week!

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

Retirement Security Matters: April 7, 2022

Happy National Financial Literacy Month. In the U.S. April kicks off a national focus on financial education and financial inclusion. We are all about that! We hope it’s starting to look like spring where you are. Snag something delicious and settle in for:

  • Five things we just heard – part 2 (the end)

  • Fresh state metrics

  • Updates from Colorado, Connecticut, New Jersey, Hawaii, Missouri, and some Global updates

  • In the world of state-sponsored retirement programs, how much does culture matter? Expert Joel Metlen weighs in

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