Retirement Security Matters: April 6, 2023
Friends – It's our favorite time of year - April is Retirement Security Month! Grab your coffee and join us to sharpen your insights and information. Here's a sampling of what's going on locally, and in a few other parts of the world:
Jasper Forum's John Mitchem and Jorik Van Zanden: cultural differences impact retirement thinking in the Eurozone, Australia, and the US
Frrresshhhh state metrics - closing in on $750 million
Key updates from California, Colorado, Massachusetts, Minnesota and North Carolina ... and we're saving some goodies for the next edition
Are Millennials getting a Watered Down Deal ?
Hot Sauce and Cool Stuff
… and Pix of the week!
Retirement Security Matters: March 24, 2023
Friends – Spring is finally here with all the hope and promise of renewal that this season always brings. Is all about warmer temperatures, spring cleaning, skinny cocktails, flowers, Easter eggs and new beginnings.
While we both think about that, here’s what’s on deck in the world of retirement savings innovation:
The inimitable Mark Iwry parses SECURE 2.0 - and takes a future focus
Numbers from the states
Key updates from Maine, Massachusetts, and Puerto Rico
Hot Sauce and Cool Stuff
… and Pix of the week!
Retirement Security Matters: March 9, 2023
Happy International Women’s Day this week to all the extraordinary women who have dedicated their time to retirement security. You are kicking it! Take a moment to recognize someone near you this week.
We’re at DCIIA’s spring event series – the Innovation Forum, Retirement Research Summit, and Diversity Equity and Inclusion Awards. Special focus on the DEI Awards.
Fresssh numbers from the states
Key updates from California, Delaware, Connecticut, Kansas, and Missouri
David John and one more nugget on Universal Auto IRA impact
Hot Sauce and Cool Stuff
… and Pix of the week! a great recc for those coffee lovers around Portland