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ALL POSTS
NEWSLETTER
THOUGHT LEADERSHIP
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SERVICES
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Contact Us
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ALL POSTS
NEWSLETTER
THOUGHT LEADERSHIP
BEST PRACTICES
HOME
SERVICES
TESTIMONIALS
ABOUT
Contact Us
No Silver Lining? Let’s Look Again.
Thought Leadership Lisa A. Massena, CFA 1/12/22 Thought Leadership Lisa A. Massena, CFA 1/12/22

No Silver Lining? Let’s Look Again.

Keith Welks is Senior Advisor to the State Treasurer in the Pennsylvania Treasury Department. In this role he is working on several discrete projects, including the Keystone Saves retirement initiative championed by State Treasurer Stacy Garrity.

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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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