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

Retirement Security Matters: December 14, 2023

We are making our way out of Hannukah, into those critical ten days before Christmas Eve, and blasting toward the New Year. If you’re working, you are probably working very hard and in need of a good break. Grab a cocoa-coffee and let’s catch up on the latest from the world of retirement security. We’re going to start with some innovation:

  • Guideline’s Jeff Rosenberger and Jeremy Caballero: Starter K, plus a lot

  • Fressssh! state metrics 🥁

  • States in action: Delaware, Maine, and Virginia

  • What’s 2024 got in store for us? Future-think with RSM.

  • Hot Sauce - just a dash this week, and

  • PIXXXXX!

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

Retirement Security Matters: May 4, 2023

It’s May, we’re enjoying lighter, longer days. We hope you’re enjoying fresh starts and new adventures. With an iced coffee in hand, let’s catch you up on what is going on in the world of retirement security. You won’t want to miss:

  • Insights from Pewster Kim Olson on state Auto IRAS and fact-based advocacy.

  • Frrresshhhh state metrics

  • Key updates from California, Connecticut, Delaware, Maine, Maryland, New Jersey, New York, and Viginia – and a host of legislatively active states

  • Hot Sauce and Cool Stuff - from NAST to “Bert” Hoover

  • … and Pix of the week! including the White House, and … brownies

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