In her role as a Senior Analyst at Cerulli Associates, Anna focuses on the retirement markets through a private sector lens. What’s on offer? What do adoption rates look like? What do plan sponsors and employees need – and how can providers meet those needs effectively? Come with us behind the scenes as Anna shares some of her recent findings and future focus.

Courtney Eccles is a self-described “policy person”. Now, in her role as Director of the Illinois Secure Choice program Courtney’s had a chance to observe some great policies in action, and with the backing of her Board and Treasurer to refine and improve. Courtney brings a breath of fresh air to every conversation, and we’re pleased to talk with her here about all things Retirement Security.

Joel Metlen is a pioneer of the state facilitated retirement savings space, joining OregonSaves in September of 2016. Stepping into a very entrepreneurial space within the Treasurer’s office, Joel helped establish the program’s marketing plan and direction, shaped its outreach and engagement approach, and worked tirelessly in the early days to ensure the program would get off the ground in good shape with both employers and employees. We talk with Joel here about best practices around outreach and engagement.