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

Retirement Security Matters: December 31, 2020

Baby It's Cold Outside - but warm and toasty right here. Get your goodies!

New Year’s 5-step and Big Thank You's

OregonSaves – Three Years Young! Treasurer Tobias Read shares his perspective

States Updates: Virginia, Connecticut, Wisconsin, Colorado and Oregon

Grant's Best Practices: The State of Retirement – US Edition

Hot Sauce! Stuff you won’t want to miss, and

Pix of the Week. (Whew)!

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

OregonSaves: Three Years Young

In 2015, then-state legislator Tobias Read was the lead sponsor for House Bill 2960, proposing creation of a statewide savings programs for workers whose employers don’t offer retirement plans. The Bill was signed into law that June. In 2016 Read was elected State Treasurer, and in 2017 he oversaw the program’s start, as OregonSaves accepted first contributions. In January of 2018 the program went live statewide, rolling out first to employers with 100 or more employees and no plan. The rest, as they say, is history unfolding. Please join us for a current view!

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