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

Retirement Security Matters: April 8, 2021

OK People, it’s Women’s History Month! Do you think it’s possible to do an all-female-cast version of the RSM newsletter? We’re going to give it a shot. Hang on to your seat:

• Starting us off, Treasurer Sarah Godlewski spills it on Wisconsin’s five-point report and recommendations, and then
• Our own Angela Antonelli of Georgetown’s Center for Retirement Innovation shares insights from early days of the retirement security movement – and new forward-leaning ideas
• The latest state metrics – did you know many of these programs are led by women, and/or sponsored by female Treasurers and legislators?
• Grant’s Go To’s: Just for this edition, Grant wears a wig. OK, we’re kidding. And we appreciate Grant. States Take Aim at TDFs. Check it out.
• Some Cool Stuff to read and watch – Cicely Tyson, anyone?
• And, some, Pix of the Week!

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

Portability on Steroids: Let’s See It!

We talk with J. Spencer Williams, Founder and CEO of Retirement Clearinghouse about autoportability of retirement assets - the idea that assets would move with the employee from job to job - as promised in ERISA back in 1974. The promise is coming closer to becoming a reality. We talk about where, when, and how. Hint: near you, soon, and the design has elegance.

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