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

Benefits Law Journal: What 10 State Auto IRAs Mean for the US Retirement Savings Ecosystem

The author discusses state-based automated workplace savings programs and how, when fully implemented, current authorized programs will have the ability to provide workplace retirement access for about 19 million workers – or about one-third of the 57 million workers who are estimated to be uncovered by a workplace savings plan today.

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

OregonSaves Turns Five: That Was Fast.

We talk today with the dynamic trio that are part of the OregonSaves team led by Michael Parker in the offices of Treasurer Tobias Read – an advocate for family financial wellness in Oregon. This trio includes David Bell, Deputy Director of the Oregon Treasury Savings Network, who first joined focused on the brand-new ABLE savings program. Sabra Purifoy, Operations Director for the Oregon Treasury Savings Network, manages the operational functions of the division and all of the program's savings plans. And Renzo Meza, the team’s newest addition, leads Outreach, Strategic Partnerships, and Education

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

Retirement Security Matters: June 9, 2022

Did you miss us?! We took a small break to enjoy graduation season with family and friends. While we’ve been reflecting about our own educational achievements and how we might encourage and support our loved ones in the pursuit of their dreams, there’s been *so much* going on in the world of retirement security! You will not want to miss:

  • Putting experience to work across critical areas of technology, financials and user experiences with experts Peg Creonte and Scott Parry.

  • State metrics – we’ve got the latest as May figures are rolling in!

  • Updates from California, Colorado, Connecticut, Illinois, New Jersey, New Mexico, Oregon, Virginia, and Pennsylvania.

  • Joel Metlen’s experience on shaking the status quo by addressing systemic inequities.

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