Retirement Security Matters: January 27, 2022
• Angela Montez: Can we get more for less with CITs? Maybe
• State stats
• States in action - California, Colorado, Connecticut, New Mexico, Virginia, Hawaii, Mississippi, Missouri, Pennsylvania, and Rhode Island
• Retirement-linked emergency savings – does it work?
• Pix of the Week!
Retirement-linked emergency savings - does it work?
Are there ways to help our families weather financial hardships? Yes, there are! Linking emergency savings and retirement savings is one of several ways to meet people’s emergency savings needs. Paulina Diaz share more about current experimentation and early success, including through the Nest Jars program in the UK.
Let’s get more for less: a fresh look at CITs
Angela currently serves as a Special Counsel at Eversheds Sutherland (US) LLP, where she focuses her practice on retirement and investment policy and products, including ERISA and related federal tax and securities law issues and collective investment trust matters.