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

Retirement Security Matters: October 16, 2025

Fall is here—the air is crisp, the rain is steady, and the fire is warm. Grab your mug and settle in for a quick catch-up from our corner of the world. Here’s what we’ve got for you today: I Am Saving—Not! with Tracey Foley, a cool $2.5 billion update, What Employees Want, Good Stuff and Other Stuff, a dash of Spicy Stuff … and Pix of the Week!

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

Doing More in Delaware: the Advent of Delaware EARNS

This week, we are delighted to have conversations with Colleen Davis, the State Treasurer of Delaware, and Ted Griffith, the Program Director of Delaware EARNS. This dynamic duo are bringing to life the nation’s next Auto IRA program and the first such retirement security opportunity for the great state of Delaware. We can’t wait to see the unique thinking they bring to the space. Cool news ahead.

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