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

Retirement Security Matters: June 3, 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

Auto Enroll: 3%, 5%, 7% – What’s Optimal?

Dr. Mingli Zhong asks important questions about how we can optimize the way we use automatic features in our retirement savings plans and programs. She’s also studying pandemic-related impacts on savers, going beyond top-level results to understand how this economy is differentiating between those of us that kept our jobs, and those of us who didn’t.

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