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

Illustrious Illinois: Three Years In, Expanding Access

Courtney Eccles is a self-described “policy person”. Now, in her role as Director of the Illinois Secure Choice program Courtney’s had a chance to observe some great policies in action, and with the backing of her Board and Treasurer to refine and improve. Courtney brings a breath of fresh air to every conversation, and we’re pleased to talk with her here about all things Retirement Security.

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

But Does It Actually Work?

It’s now been over three years since the first workers started saving through state-sponsored retirement plans, and because states took an open approach and provided access for researchers to do their important work, we’ve seen a steady stream of extremely interesting findings and reports come out to help answer some of the biggest questions in the retirement policy world.

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

Retirement Security Matters: July 1, 2021

It's the 4th of July 🎆 here in the US and a snappy week around the office. We got good stuff for you, read now or read on holiday!

  • The inimitable Joel Metlen Gets Creative with Stakeholder Engagement

  • Fresh state stats – get a good look, California’s about to blow these numbers away, we suspect

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