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

Retirement Security Matters: January 12, 2023

Welcome to the New Year, friends! We didn't make a lot of resolutions but we are absolutely committed to bring you the best retirement savings innovation information. So, snag yourself a cozy beverage and settle in for a few minutes of catching up:

  • Asso Yankson of EY: Good can get better. Don’t miss.

  • Key updates from California, Delaware, Maine, Massachusetts, and New Jersey

  • A hot take on how Secure 2.0's automatic enrollment impact

  • Interesting new reads! Hot Sauce and Cool Stuff

  • And Pix of the week, to close us out

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

Retirement Security Matters: October 20, 2022

As nature gets ready for its last hurrah before winter sets in here in the Northern Hemisphere, we have a bit of news to share. So, pull up a cushion and a blanket, grab a hot cocoa, and enjoy some perspectives, from a warmer place:

  • What the Smallest Employers Want - with Gusto's Steve Abbott

  • State Auto IRA metrics

  • Key updates from California, Colorado, New Mexico and Maine

  • News! - a shift is coming at Massena Associates, and we are excited to share!

  • Hot Sauce, Cool Stuff: this week's must reads

  • Pix of the week – retirement security ruminations from the land of George Washington, in excellent company.

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

Retirement Security Matters: September 1, 2022

Oh goodness, is that a school bus we just saw rounding the corner? And yet it will be 89 degrees out this afternoon and we’ll be tempted to sit in the backyard pretending It’s June 1, not September 1.

Next week we go back to our regular bi-weekly schedule, starting with an amazing interview with CalSavers’ Katie Selenski on September 8. We’ve also got more behavioral insights from you and a load of states’ updates.

However, in this edition, you can exhale and grab one last lemonade. We are going to ease you into Fall slowly, with very lite fare:

  • A very light story that’s only a little bit about retirement savings

  • Fresh state metrics cuz, wow!

  • States calendars – mark them down

  • Some cool Hot Sauce!

  • And a pic of the week, just to close us out

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