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

Parsing SECURE 2.0: Good News/Bad News and Future Focus

This week we have the pleasure of chatting with Mark Iwry. Mark’s bio runs long and deep. He served as Senior Advisor to the Secretary of the Treasury from 2009 to January 2017, and served concurrently as the Treasury Department’s Deputy Assistant Secretary for Retirement and Health Policy. His portfolio included pensions/retirement (DB and DC/401(k) plans, IRAs, etc.) and national savings policy; related tax policy and other tax and legal aspects; legislative and regulatory implementation of the Affordable Care Act, and other health policy; other employee benefits and compensation, and related legislative, policymaking, and rulemaking/regulatory responsibilities.

Read More
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.

Read More
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.

Read More