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

Retirement Security Matters: September 21, 2023

As September's final week comes into view, it's hard to believe how swiftly time has flown. You need a break! So, grab a beverage, settle in, and get ready to savor some content that will send you into October enriched and inspired.

  • Driving better results in retirement outcomes with stronger teams

  • Frrreshhh state metrics

  • Updates from Connecticut, Delaware, Maine, and Maryland

  • What’s the link between financial experience and financial competence

  • Hot Sauce! and some cooool stuff

  • … PIX of the Week! We go west

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

If You Incent It, Will They Do It? a Hot Take on SECURE 2.0 and New Plans

This is Part 3 in a series covering key elements of SECURE 2.0, entered into law as part of the 2023 Appropriations Act (Division T).

We’ve just covered Automatic Enrollment and the Saver’s Match, one auto-feature, and one incentive with an auto-feature. Now we’ll focus on straight-out incentives to employers to start new plans.

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

Retirement Security Matters: January 26, 2023

Happy Late January, friends! Is it just us or is the year already speeding by? There's a lot going on in the world of retirement savings innovations. Warm yourself up with a steaming cup of something (did you know Jan. 31 marks National Hot Chocolate Day?) and read on:

  • Treasurer Michael Frerichs on Illinois Secure Choice at Five – Wow!

  • Key updates from California, Connecticut, and Maine

  • Our first Correction (certainly not our first mistake though)

  • A hot take on SECURE 2.0 - key features of the Saver’s Match

  • Hot Sauce and Cool Stuff – Always an audience favorite!

  • Swearings-in and more in Pix of the week

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