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

Retirement Security Matters: January 26, 2023

Happy Late January, friends! Is it just us or is the year already speeding by? There's a lot going on in the world of retirement savings innovations. Warm yourself up with a steaming cup of something (did you know Jan. 31 marks National Hot Chocolate Day?) and read on:

  • Treasurer Michael Frerichs on Illinois Secure Choice at Five – Wow!

  • Key updates from California, Connecticut, and Maine

  • Our first Correction (certainly not our first mistake though)

  • A hot take on SECURE 2.0 - key features of the Saver’s Match

  • Hot Sauce and Cool Stuff – Always an audience favorite!

  • Swearings-in and more in Pix of the week

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

Retirement Security Matters: August 11, 2022

It is the dog days of August. Just for you, at the end of this edition, we’re going on a road trip together. And for now, snag yourself something icy and a comfortable chair, possibly in front of a fan. It’s time to catch up on the world of retirement savings innovation:

  • Is retirement savings the ultimate ledger for personal financial wellness? This and four more hot topics from Aspen’s Ida Rademacher and Karen Andres

  • We are BLOWING UP the state metrics this edition, check it out

  • Updates from California, Colorado, Connecticut, and New Jersey

  • Anchors Away! Duke’s Perry Wright on these, and defaults

  • Hot Sauce! Cool stuff just for you

  • Whew! Pix of the week, possibly from your state …

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

Retirement Security Matters: June 30, 2022

Farewell June, you’re leaving us too soon! You’ve been eventful, though. Everybody’s active – the states, the federal legislature, the Supreme Court, the activists. We think it’s going to be a hot hot summer. Let’s start with a cool moment catching up on retirement security and celebrating some recent successes. Grab something cold and read on:

  • David Bell, Sabra Purifoy and Renzo Meza on OregonSaves at Five – my, you’re looking so good!

  • State metrics –May figures are in.

  • Updates from California, Colorado and /New Mexico, Connecticut, Illinois, Maine, Massachusetts, Virginia, and Delaware.

  • Could innovation in housing help with retirement and financial security? Joel Metlen opines.

  • Hot Sauce! … what 10 state Auto IRAs mean in the US, NEST insight’s annual conference returns this summer, and much more.

  • PIX of the Week! – we’re taking you outdoors in the Pacific Northwest.

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