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ALL POSTS
NEWSLETTER
THOUGHT LEADERSHIP
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HOME
SERVICES
TESTIMONIALS
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Contact Us
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ALL POSTS
NEWSLETTER
THOUGHT LEADERSHIP
BEST PRACTICES
HOME
SERVICES
TESTIMONIALS
ABOUT
Contact Us
Cha-cha-cha Me a Tontine Please: Or, just throw me in the longevity pool
Thought Leadership Lisa A. Massena, CFA 12/15/21 Thought Leadership Lisa A. Massena, CFA 12/15/21

Cha-cha-cha Me a Tontine Please: Or, just throw me in the longevity pool

Nothing beats a dynamic duo when it’s time to tackle retirement income and risk sharing! We love our conversation with Richard Fullmer and Manual Garcia-Huitron, co-founders of Nuovalo. Do you like retirement income? We do!

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Common Wealth for the Commonwealth: Increasing Savings Accessibility in Virginia
Thought Leadership Lisa A. Massena, CFA 12/2/21 Thought Leadership Lisa A. Massena, CFA 12/2/21

Common Wealth for the Commonwealth: Increasing Savings Accessibility in Virginia

We met Mary Morris when a retirement savings program was still a twinkle in Virginia’s eye. Now, under her leadership, the state is moving steadily forward with a program that could cover more than 1.2 million workers who until now have not had payroll-based access to retirement savings.

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Cool in Colorado: Retirement Security Meets Diversity, What Next?
Thought Leadership Lisa A. Massena, CFA 11/18/21 Thought Leadership Lisa A. Massena, CFA 11/18/21

Cool in Colorado: Retirement Security Meets Diversity, What Next?

Our friend Hunter Railey is a passionate and accomplished advocate for small business and retirement readiness. Today, we’re talking with Hunter about his experience so far bringing Colorado’s pioneering state-run savings plan from the idea stage to implementation.

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