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

Retirement Micro and Macro

Retirement Security - Thinking Big While Minding the Details - We talk with Michael Davis, Head of Defined Contribution Plan Specialists at T. Rowe Price about - maybe - the most important issues on the planet: financial wellness and security, race and financial services, ESG, and family.

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Grant’s Best Practices: Resources Galore!

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

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

Retirement Security Matters: December 3, 2020

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.

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