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

Retirement Security Matters: March 11, 2021

Anyone else experiencing a “psychological spring” to go along with the equinoxal one? We are – as we watch everyone around us start getting vaccinated! And we’re seeing it out in the retirement space too. Here’s a great update on the freshest news:

  • John Scott from Pew – what's working - we want to know

  • The latest state metrics – setting some new records

  • Nine states in action: Arkansas, California, Colorado, Idaho, Illinois, Massachusetts, Minnesota, Missouri and Virginia

  • Grant’s Go To’s: Let’s Talk Automatic Enrollment

  • New thought leadership from Aspen and research from Boston College … and a few Easter eggs you’re going to want to crack open immediately

  • And, you got it, Pix of the Week!

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

Retirement Security Matters: February 25, 2021

You, my friend, are making it through the wintry month of February. #Welldone! We have some distractions for you today. Enjoy away!

  • What’s on deck today? We think you’ll like these:

  • Treasurer Michael Frerichs talks Illinois Secure Choice

  • State programs serve more than 275,000 savers

  • Fresh news from Oregon, Colorado, Vermont, Connecticut, Illinois, Virginia and Idaho

  • Grant Sez: Let’s consider the Employer Mandate

  • Super Hot Sauce … new research from NBER and NIRS

  • And, you got it, Pix of the Week!

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

Retirement Security Matters: February 11, 2021

This week, we think you know who our Valentine is. It’s ❤ You ❤. Leaning forward, we hope you have a lovely, fun-filled weekend. Spread some joy around.

What’s on deck today? We think you’ll like these:

  • The First 15 Years - David John on Auto IRAs

  • New! state Auto IRA metrics

  • Updates from Wisconsin, Colorado, New Jersey, Arkansas, Iowa, and California

  • Grant's Go-To's: big decisions - program model!

  • Hot Sauce: Transamerica, Masterclass, and the National Portrait Gallery, and

  • Whew! Pix of the Week

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