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

OregonSaves Turns Five: That Was Fast.

We talk today with the dynamic trio that are part of the OregonSaves team led by Michael Parker in the offices of Treasurer Tobias Read – an advocate for family financial wellness in Oregon. This trio includes David Bell, Deputy Director of the Oregon Treasury Savings Network, who first joined focused on the brand-new ABLE savings program. Sabra Purifoy, Operations Director for the Oregon Treasury Savings Network, manages the operational functions of the division and all of the program's savings plans. And Renzo Meza, the team’s newest addition, leads Outreach, Strategic Partnerships, and Education

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

Retirement Security Matters: February 10, 2022

Greetings, Peeps. This week:

  • Treasurer Stacy Garrity: Fresh perspectives on savings and impact

  • The latest state Auto IRA metrics and some impressive growth rates

  • A closer look at Colorado, Illinois, New Jersey, New York State, Oregon, Virginia, California, Hawaii, Mississippi, and Pennsylvania

  • Implementing something? Teambuilding Tips from a Pro.

  • Hot Sauce, Cool Stuff: What’s everyone reading? Must knows.

  • And, you got it, cooool Pix of the Week!

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

Auto Enroll: 3%, 5%, 7% – What’s Optimal?

Dr. Mingli Zhong asks important questions about how we can optimize the way we use automatic features in our retirement savings plans and programs. She’s also studying pandemic-related impacts on savers, going beyond top-level results to understand how this economy is differentiating between those of us that kept our jobs, and those of us who didn’t.

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