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

Five Ideas to Get your Committee Organized for the Year Ahead

This week we are honored to include the expert insights of industry leader Lorie Latham, CFA. Recently retired from T. Rowe Price’s Defined Contribution Team, Lorie’s got some great tips to get and keep your year on track. We’re applying these concepts to retirement programs, but we bet you can find other areas of your work and life to which they apply.

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

Retirement Security Matters: February 10, 2022

Greetings, Peeps. This week:

  • Treasurer Stacy Garrity: Fresh perspectives on savings and impact

  • The latest state Auto IRA metrics and some impressive growth rates

  • A closer look at Colorado, Illinois, New Jersey, New York State, Oregon, Virginia, California, Hawaii, Mississippi, and Pennsylvania

  • Implementing something? Teambuilding Tips from a Pro.

  • Hot Sauce, Cool Stuff: What’s everyone reading? Must knows.

  • And, you got it, cooool Pix of the Week!

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