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

Enroll, Educate, Equip, Empower: Peter Thompson on RetirePath Virginia

With a civilian labor force of 4.5 million, Virginia leaders had a lot to think about when they realized a good chunk of those folks didn’t have workplace access to retirement savings. That’s all changing. We talk today with program director Peter Thompson about the present, the future, and what he’s seeing in this new space.

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

Expanding Equitable Retirement: Get to know this new DCIIA-Aspen-Morningstar Initiative

Retirement savings are the second-largest source of household wealth for Americans, with over $10 trillion in assets across the defined contribution (DC) system. Yet we know that this system is inequitable and is not creating security and wealth for everyone. Access to retirement savings is foundational, but 45 million workers lack a workplace retirement savings option

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