5 Rooms, 5 Themes: Retirement Security and other Hot Topics in the Spotlight
This piece is going to be more like a meal than a snack. So, we’re serializing it. These are the things you need to know from five rooms we’ve been in this month. OK one was a chat room, it’s true! These five hot topics are culled from conferences and calls thoughtfully curated and hosted by the Aspen Institute Financial Security Program, DCIIA’s Innovation Forum Team, Georgetown Center for Retirement Initiatives’ State Retirement Savings Program Network, NAST’s Legislative Conference Team, and even the Conference of the Western Region Chartered Financial Analyst Societies. So we’re going to spill it. The question is, what are you going to do with it?
Retirement Security Matters: March 10, 2022
What do fintech experts think about Auto IRAs and market-serving innovations: Aaron Schumm from Vestwell gets candid
The freshest state stats – is it true that assets are up 7.5x in about two years?
Updates from California, Colorado, Illinois, Maryland, New Jersey, New Mexico, Oregon, Virginia, Hawaii, and Pennsylvania
Employer buy-in … how much does it matter? Expert Joel Metlen weighs in.
How Do We Build What People Need Today: Top Ideas from Vestwell’s Aaron Schumm
We first met Aaron Schumm in the rooms where nerdy people talk about the future of retirement savings, and how it might be made better, faster. As a private sector expert he is, of course, anything but nerdy. Aaron is the founder and CEO of Vestwell, a “modern engine powering savings and investment programs for small businesses and individual savers”. So what do they think of Auto IRAs? We had to know.