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

Best Practices: What’s New in the Private Sector Space

In her role as a Senior Analyst at Cerulli Associates, Anna focuses on the retirement markets through a private sector lens. What’s on offer? What do adoption rates look like? What do plan sponsors and employees need – and how can providers meet those needs effectively? Come with us behind the scenes as Anna shares some of her recent findings and future focus.

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

Grant’s Go-To’s: The Cost of Health Care – Another Reason to Save

Even though many costs decline in the retirement years, health care costs increase. As people get older, they visit their doctors more frequently and use more prescription drugs. In addition, healthcare costs tend to outpace inflation. Retiree medical costs are a significant expense, and yet another reason why creating opportunities to encourage workers to save for their retirement years throughout their careers is so important.

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

Retirement Security Matters: July 15, 2021

Are you enjoying summer as much as we are? Grab something cold and top up your personal knowledge bank:

  • Courtney Eccles of Illinois brings us up to speed on Illinois Secure Choice

  • Fresh metrics from the states – any bets on the number of funded accounts?

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