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

Retirement Security Matters: June 30, 2022

Farewell June, you’re leaving us too soon! You’ve been eventful, though. Everybody’s active – the states, the federal legislature, the Supreme Court, the activists. We think it’s going to be a hot hot summer. Let’s start with a cool moment catching up on retirement security and celebrating some recent successes. Grab something cold and read on:

  • David Bell, Sabra Purifoy and Renzo Meza on OregonSaves at Five – my, you’re looking so good!

  • State metrics –May figures are in.

  • Updates from California, Colorado and /New Mexico, Connecticut, Illinois, Maine, Massachusetts, Virginia, and Delaware.

  • Could innovation in housing help with retirement and financial security? Joel Metlen opines.

  • Hot Sauce! … what 10 state Auto IRAs mean in the US, NEST insight’s annual conference returns this summer, and much more.

  • PIX of the Week! – we’re taking you outdoors in the Pacific Northwest.

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

Housing: Another Opportunity for Innovation

Lack of affordable housing is an issue across the nation that is impacting the economic stability of individuals, families, and whole communities. Zoning is often blamed as one of the key barriers to building more homes. The state of Oregon is on the cusp of implementing a major, innovative change in zoning law that could help address the problem.

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

Benefits Law Journal: What 10 State Auto IRAs Mean for the US Retirement Savings Ecosystem

The author discusses state-based automated workplace savings programs and how, when fully implemented, current authorized programs will have the ability to provide workplace retirement access for about 19 million workers – or about one-third of the 57 million workers who are estimated to be uncovered by a workplace savings plan today.

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