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

Retirement Security Matters: August 14, 2025

Hot sun, rippling river, swaying firs—Oregon’s campfire season means no fires, just endless summer daydreams. For your summer reading: Teykaerts on CalSavers, $2.3B state stats, babies, payroll integration, hot sauce, goofing around, and beachy Pix of the Week.

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

CalSavers at Scale: David Teykaerts on Building Access, Trust, and Momentum in 2025

David Teykaerts, Executive Director of CalSavers, sat down with us to share what’s happening in the country’s largest Auto IRA program. We talked program growth, lessons from employer engagement, how CalSavers positions itself in California, and what’s top of mind in 2025. The big takeaway: implementation matters, and scale brings both opportunity and responsibility.

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

Retirement Security Matters: July 17, 2025

In this edition we’re serving up a delectable s’more of content. You know, a little melty chocolate on a graham cracker with a fluffy browned marshmallow of goodness. Pull up your camp chair, settle in, take a sip of lemonade—soft or hard—and enjoy an action break with us.

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