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

How Do We Build What People Need Today: Top Ideas from Vestwell’s Aaron Schumm

We first met Aaron Schumm in the rooms where nerdy people talk about the future of retirement savings, and how it might be made better, faster. As a private sector expert he is, of course, anything but nerdy. Aaron is the founder and CEO of Vestwell, a “modern engine powering savings and investment programs for small businesses and individual savers”. So what do they think of Auto IRAs? We had to know.

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

Retirement Security Matters: February 24, 2022

  • What financial advisors think about Auto IRAs: Alice Tang in Oregon

  • What metric has just crossed 50,000? *Fresh* state stats!

  • Updates from California, Connecticut, Illinois, Maryland, and Oregon

  • Lorie Latham on Retirement Program oversight: Five Tips from a Pro

  • Hot Sauce … new proposal, new research, and some fun stuff

  • Pix of the Week! snow, broken bones, dogs, toilet paper … we got it all

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