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

But Does It Actually Work?

It’s now been over three years since the first workers started saving through state-sponsored retirement plans, and because states took an open approach and provided access for researchers to do their important work, we’ve seen a steady stream of extremely interesting findings and reports come out to help answer some of the biggest questions in the retirement policy world.

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

Retirement Security Matters: July 1, 2021

It's the 4th of July 🎆 here in the US and a snappy week around the office. We got good stuff for you, read now or read on holiday!

  • The inimitable Joel Metlen Gets Creative with Stakeholder Engagement

  • Fresh state stats – get a good look, California’s about to blow these numbers away, we suspect

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

Getting Creative with Stakeholder Engagement

Joel Metlen is a pioneer of the state facilitated retirement savings space, joining OregonSaves in September of 2016. Stepping into a very entrepreneurial space within the Treasurer’s office, Joel helped establish the program’s marketing plan and direction, shaped its outreach and engagement approach, and worked tirelessly in the early days to ensure the program would get off the ground in good shape with both employers and employees. We talk with Joel here about best practices around outreach and engagement.

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