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Massena Associates
THE LATEST
ALL POSTS
NEWSLETTER
THOUGHT LEADERSHIP
BEST PRACTICES
HOME
SERVICES
TESTIMONIALS
ABOUT
Contact Us
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Advancing Retirement Savings: A Look at Recent State Initiatives
Lisa A. Massena, CFA 5/18/23 Lisa A. Massena, CFA 5/18/23

Advancing Retirement Savings: A Look at Recent State Initiatives

If you don’t know Kim Olson, you must get to know her. We met in the Oregon State Treasurer’s office in the early, heady days of 2017 when the OregonSaves program was still a twinkle in the eyes of many and a thorn in the sides of some.

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Do Rising Tides in Auto IRA States Float All the Boats? Pew Dishes.
Lisa A. Massena, CFA 5/5/23 Lisa A. Massena, CFA 5/5/23

Do Rising Tides in Auto IRA States Float All the Boats? Pew Dishes.

If you don’t know Kim Olson, you must get to know her. We met in the Oregon State Treasurer’s office in the early, heady days of 2017 when the OregonSaves program was still a twinkle in the eyes of many and a thorn in the sides of some.

Read More
Overcoming Barriers: What’s Working Now, What We Need Next
Thought Leadership Lisa A. Massena, CFA 3/10/21 Thought Leadership Lisa A. Massena, CFA 3/10/21

Overcoming Barriers: What’s Working Now, What We Need Next

We talk with John Scott of the Pew Charitable Trusts’ Retirement Savings Project about studying and eliminating barriers to saving, Auto IRAs, MEPs and PEPs, the Saver’s Credit, and much more.

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MASSENA ASSOCIATES LLC

339.236.0684
lisa.massena@massenaassociates.com

P.O. Box 1023
Welches, OR 97067

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