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

A National Strategy for Financial Inclusion? We like it.

This week we chat with Ida Rademacher, Vice President and Director of Aspen’s Financial Security Program, and Karen Andres, Director of Policy and Market Solutions for the Program. We’re hitting four hot topics: the power of automatic enrollment. What happens when we re-imagine retirement? Innovation among our financial services providers. And maybe most importantly, the call for a national strategy on financial inclusion.

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

Be Our Guest: Kathleen Kennedy Townsend – On Retirement Security and Three Critical Policy Goals

We recently had a chance to join the Honorable Kathleen Kennedy Townsend at some important, innovation-oriented meetings in Washington DC, including the Georgetown Center for Retirement Initiatives’ gathering of states, and NAST. Join us we meet one on one to capture three retirement security priorities and other key nuggets.

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

Portability on Steroids: Let’s See It!

We talk with J. Spencer Williams, Founder and CEO of Retirement Clearinghouse about autoportability of retirement assets - the idea that assets would move with the employee from job to job - as promised in ERISA back in 1974. The promise is coming closer to becoming a reality. We talk about where, when, and how. Hint: near you, soon, and the design has elegance.

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