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

Illinois Secure Choice: Two Years Young

As Treasurer, Michael Frerichs has focused on getting money back into the hands of people to whom it belongs – by securing uncashed rebate checks and unpaid policyholder death benefits, and through the state’s unclaimed property program, I-Cash. He’s also helping Illinoisans get access to retirement savings opportunities at work through the groundbreaking Illinois Secure Choice program. Illinois Secure Choice opened up on a statewide basis in 2018. Join us as we talk about those exciting first two years.

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

Grant’s Go-To’s: Considering the Employer Mandate

One of the key decisions in the development of a state-facilitated retirement savings program is whether to require employers to participate if they don’t already have some type of qualifying plan available for their employees. Making a program voluntary for employers can look like the easier path to legislative success. On the other hand, employer-voluntary approaches have so far shown limited uptake and use.

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

Retirement Security Matters: February 11, 2021

This week, we think you know who our Valentine is. It’s ❤ You ❤. Leaning forward, we hope you have a lovely, fun-filled weekend. Spread some joy around.

What’s on deck today? We think you’ll like these:

  • The First 15 Years - David John on Auto IRAs

  • New! state Auto IRA metrics

  • Updates from Wisconsin, Colorado, New Jersey, Arkansas, Iowa, and California

  • Grant's Go-To's: big decisions - program model!

  • Hot Sauce: Transamerica, Masterclass, and the National Portrait Gallery, and

  • Whew! Pix of the Week

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