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

Retirement Security Matters: February 9, 2023

♥️ It’s the season of love and affection, which means … pampering. We hope you have a lovely, fun-filled celebration. As you spread some joy, let us help you catch up on the world of retirement security. Grab some sweet and savory chocolates and nestle in. You’ve earned it!

  • Mateo Galindo Lozano of CHCF on Planificación de Jubilación - in community

  • Key updates from Maryland, New Jersey, New Mexico, and Oregon

  • A hot take on SECURE 2.0 - This week we’ll hit the key features of Employer Incentives

  • Hot Sauce and Cool Stuff - we've got the goods to sharpen your day

  • ... and Pix of the week!

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

If You Incent It, Will They Do It? a Hot Take on SECURE 2.0 and New Plans

This is Part 3 in a series covering key elements of SECURE 2.0, entered into law as part of the 2023 Appropriations Act (Division T).

We’ve just covered Automatic Enrollment and the Saver’s Match, one auto-feature, and one incentive with an auto-feature. Now we’ll focus on straight-out incentives to employers to start new plans.

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

New York State En Espanol  – Planificacion de Jubilacion – For the Hispanic Community

This week we have the pleasure of chatting with Mateo Galindo Lozano, who has been a licensed clinical psychologist in Colombia since 2022 and is currently the Business Specialist at the Committee for Hispanic Children & Families in NYC. He helps licensed childcare providers improve their businesses through 1:1 consultation and training on business-related topics.

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