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The Missing Layer: Advice
Thought Leadership Lisa A. Massena, CFA 4/14/26 Thought Leadership Lisa A. Massena, CFA 4/14/26

The Missing Layer: Advice

A Conversation with Amy Chou of Addition Wealth on AI-Powered Financial Guidance, the Human-Technology Hybrid, and Why Auto IRA Participants May Need These Tools Most

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States at the Wheel: Angela Antonelli on What’s Hot, What’s Complicated, and What’s Coming for Auto-IRA Programs
Thought Leadership Lisa A. Massena, CFA 3/18/26 Thought Leadership Lisa A. Massena, CFA 3/18/26

States at the Wheel: Angela Antonelli on What’s Hot, What’s Complicated, and What’s Coming for Auto-IRA Programs

States at the Wheel: Momentum is building—but not without friction. Angela Antonelli on what’s working, what’s complicated, and what’s ahead for Auto-IRAs.

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Getting to 100% Participation: Withholding Beats Payroll Deduction!
Thought Leadership Lisa A. Massena, CFA 3/18/26 Thought Leadership Lisa A. Massena, CFA 3/18/26

Getting to 100% Participation: Withholding Beats Payroll Deduction!

In this conversation, Jack Towarnicky shares his perspective on the future of retirement savings, including why he views state auto-IRAs as suboptimal and his “100% Participation” concept—a withholding-based approach designed to reach every wage earner without adding employer burden.

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