Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Grant’s Go-To’s: Estimating Program Costs

The length of time it takes for a state-facilitated retirement savings program (SFRP) to become self-sustaining depends largely on how quickly the number of participants and the total dollars saved grow. Program growth is influenced by several key variables. Making accurate projections requires making assumptions that reflect the unique nature of each state and program.

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

Retirement Security Matters: May 20, 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!

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

Turning ‘Negative Elections’ into Automatic!: a true story

How did the “automatic” enrollment movement in retirement readiness start — and what were the unexpected twists and turns along the way? We talk with J. Mark Iwry, former Senior Advisor to the Secretary of the Treasury, serving concurrently as the Treasury Department’s Deputy Assistant Secretary for Retirement and Health Policy. Great insights here!

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