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

The ARA on Coverage: Let’s Get More Employers into the Retirement System

Andrew Remo has worked for the American Retirement Association’s government affairs department for more than eight years. He advocates before Congress and in the States for policies that achieve the American Retirement Association’s mission to give every working American the ability to have a comfortable retirement. Expanded - may we say more universal - coverage is a priority for the organization. We talk here about what that looks like.

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

Grant’s Go-To’s: What Should We Make of Early Withdrawal Options in SFRP’s?

Withdrawing funds from a retirement account prior to retirement is generally frowned upon, and with good reason. Withdrawals are a form of “leakage” that not only limit the long-term growth of account funds, but also come with potential tax penalties. State facilitated retirement savings programs use Roth IRAs, which allow for withdrawal of contributions without taxation or penalties - but is this good? Grant Boyken explores.

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

Retirement Security Matters: April 8, 2021

OK People, it’s Women’s History Month! Do you think it’s possible to do an all-female-cast version of the RSM newsletter? We’re going to give it a shot. Hang on to your seat:

• Starting us off, Treasurer Sarah Godlewski spills it on Wisconsin’s five-point report and recommendations, and then
• Our own Angela Antonelli of Georgetown’s Center for Retirement Innovation shares insights from early days of the retirement security movement – and new forward-leaning ideas
• The latest state metrics – did you know many of these programs are led by women, and/or sponsored by female Treasurers and legislators?
• Grant’s Go To’s: Just for this edition, Grant wears a wig. OK, we’re kidding. And we appreciate Grant. States Take Aim at TDFs. Check it out.
• Some Cool Stuff to read and watch – Cicely Tyson, anyone?
• And, some, Pix of the Week!

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