Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

The First Fifteen Years: Time Flies for Auto IRAs

We talk with David John, Senior Strategic Policy Advisor for AARP’s Public Policy Institute and Non-Resident Senior Fellow and Deputy Director for the Retirement Security Project of the Brookings Institution about Auto IRAs, emergency savings, and lifetime income ideas like tontines, phased withdrawal accounts, and collective defined contribution. Lots of research links! Not to be missed.

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

Retirement Security Matters: January 28, 2021

Well we’ve all broken in the New Year. We hope your resolutions / focus areas are not broken – but going strong. We ourselves are building up a terrific track record of flossing. And maintaining a year-round tan, goal #2.

What’s on deck this week? We think you’ll like these::

Ascensus’ Peg Creonte tells it like it is

State program metrics – final figs for 2020 – and some analysis

Programs in Progress: Illinois, Vermont, Wisconsin, Colorado, Connecticut and California

Grant’s Go-To’s: Mining the 2020 Defined Contribution Surveys

Hot Sauce! A wealth of new research on LMI, Social Security, and the co-incidence of later retirement and longer work

Pix of the Week – woohoo! It’s all about snow season, and a tribute

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