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

The Status Quo

Addressing systemic inequities is so incredibly hard. You’re essentially fighting the status quo, and the status quo will reassert itself at every turn. Whenever you’re pushing for change to such ingrained problems, you can of course expect a certain amount of overt resistance, but the more challenging part can be the passive resistance. When people have the status quo on their side, doing nothing is actually a very effective method of killing the change. So how do you combat that?

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

Retirement Security Matters: May 19, 2022

It’s May, so that means summer is almost here – right?! If the weather starts to warm up where you are, crack those windows open – we hope you’re working remotely -- and let the fresh air waft through your space while you catch up on what is going on in the world of retirement security. You will not want to miss:

  • Small employer plans, technology, fees, Auto IRAs, and more with insider J.D. Carlson

  • State metrics – we’ve got the latest!

  • Updates from California, Colorado, New Mexico, Connecticut, Maine, Virginia, and Hawaii

  • The Next Generation. Expert Joel Metlen weighs in

  • Hot Sauce! … 2 events you won’t want to miss TODAY and TOMORROW, plus what’s really working in the DEI space right now, and why you care

  • And we got your PIX of the Week!

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