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.

Read More
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

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

Illinois Secure Choice: Two Years Young

As Treasurer, Michael Frerichs has focused on getting money back into the hands of people to whom it belongs – by securing uncashed rebate checks and unpaid policyholder death benefits, and through the state’s unclaimed property program, I-Cash. He’s also helping Illinoisans get access to retirement savings opportunities at work through the groundbreaking Illinois Secure Choice program. Illinois Secure Choice opened up on a statewide basis in 2018. Join us as we talk about those exciting first two years.

Read More