Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Small Business and New Plan Formation – Really?

We hear all the time that small business owners don’t establish plans because it’s complicated, or costly, or just a pain in the neck. We know they care about their workers. They tell us, and they show it in lots of ways. So what does it look like when small businesses DO establish plans? We get an inside peek from Jeff Rosenberger, COO of Guideline. Keep an eye for hints and tips sprinkled throughout this piece.

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

Retirement Security Matters: July 29, 2020

We talk with NEST's Will Sandbrook about universal workplace savings, emergency savings and the progress of NEST in the UK. We share States' legislative updates: Colorado, Missouri, New York, South Carolina, Tennessee, and Wisconsin. And check out program states rollout updates for CalSavers, Connecticut, Illinois, Maryland, New Jersey, and Vermont.

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

Retirement Security Matters: July 16, 2020

We talk with NEST's Will Sandbrook about universal workplace savings, emergency savings and the progress of NEST in the UK. We share States' legislative updates: Colorado, Missouri, New York, South Carolina, Tennessee, and Wisconsin. And check out program states rollout updates for CalSavers, Connecticut, Illinois, Maryland, New Jersey, and Vermont.

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