Retirement Security Innovation: to help you keep up with industry trends and new ideas, Massena Associates has pulled together a small collection of reports and articles from the past year that are particularly relevant to state-facilitated retirement savings programs and useful in terms of informing design decisions and advocacy efforts. this week we cover the state of state retirement initiatives and programs in 2020. #grantsbestpractices

Refresh:

David Morse: What you want to know about the new Lifetime Income Disclosures!

Fresh 🖨 State Auto IRA metrics

Updates from New Mexico, Wisconsin, California and Colorado.

Grant sez: Patience, Perseverance and Perspective win the day

And, Pix of the Week.

Let’s face it – “Lifetime Income Disclosures” does not a sexy title make. But the DOL’s new rule is important. We never want the perfect to be the enemy of the good. David Morse, Partner with law firm K&L Gates helps us think through the strengths and weaknesses of what retirement savers will see when they get their first disclosures. Along the way he talks about universal workplace savings, retirement savings “lost and found”, and more ❤. Read on!