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

Retirement Security Matters: July 15, 2021

Are you enjoying summer as much as we are? Grab something cold and top up your personal knowledge bank:

  • Courtney Eccles of Illinois brings us up to speed on Illinois Secure Choice

  • Fresh metrics from the states – any bets on the number of funded accounts?

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

Illustrious Illinois: Three Years In, Expanding Access

Courtney Eccles is a self-described “policy person”. Now, in her role as Director of the Illinois Secure Choice program Courtney’s had a chance to observe some great policies in action, and with the backing of her Board and Treasurer to refine and improve. Courtney brings a breath of fresh air to every conversation, and we’re pleased to talk with her here about all things Retirement Security.

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

Retirement Security Matters: June 17, 2021

Yep, it’s the start-of-summer edition. Grab yourself a beverage and nestle in for a good read:

• Jamaica’s Sanya Goffe shares some ideas about retirement security useful to all

• State metrics – closing in on a quarter of a billion – dollars

• States in action: California, Colorado, Illinois, New Mexico, Virginia, and New York State

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