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

Retirement Security Matters: July 15, 2021

Are you enjoying summer as much as we are? Grab something cold and top up your personal knowledge bank:

  • Courtney Eccles of Illinois brings us up to speed on Illinois Secure Choice

  • Fresh metrics from the states – any bets on the number of funded accounts?

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

Retirement Security Matters: July 1, 2021

It's the 4th of July 🎆 here in the US and a snappy week around the office. We got good stuff for you, read now or read on holiday!

  • The inimitable Joel Metlen Gets Creative with Stakeholder Engagement

  • Fresh state stats – get a good look, California’s about to blow these numbers away, we suspect

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