Retirement Security Matters: April 8, 2021

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Greetings! Welcome to Retirement Security Matters

a forum for retirement readiness innovation by states, supporters, and service providers

We know we missed our opportunity last edition to give you Grant B. in a wig. But you know, April is all about Opening Day. So we’ll just see what happens. This week you will not want to miss:

  • Autoportability – a super hot topic – with expert Spencer Williams of Retirement Clearinghouse – Parts One and Two

  • Pew’s Alison Shelton evaluates Employer Experience with Auto IRAs – burdens, yay-nay or both? New research.

  • Fresh stats from the states

  • States in action: Oregon, Connecticut, Illinois, New Mexico, Nevada and Rhode Island

  • Grant’s Go-To’s – State Auto IRAs: Competition, Coopetition, or just Complementary?

  • Hot Sauce: NIRS, Minority Monday, a Gentleman Boss, and a spicy piece from Geoff Sanzenbacher.

  • And, Pix of the Week takes us away, Calgon!

Read the full newsletter

Lisa A. Massena, CFA

I consult to states, organizations and associations focused on retirement savings innovation that expands access, increases savers, and drives higher levels of savings.

http://massenaassociates.com
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Grant’s Go-To’s: What Should We Make of Early Withdrawal Options in SFRP’s?

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Auto IRAs and Employers: What’s the Skinny?