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

Best Practices in National Savings Training Programs

The National Association of State Treasurers (NAST) is the professional association for the equivalent of the chief financial officer in all 50 states, D.C., and the territories. Not only are they the state treasurers, but they also could be the directors of 529 savings plans, ABLE savings plans, state debt management, investments, and sometimes pension and retirement programs, as well as the fun one – unclaimed property.

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

Retirement Security Matters: October 20, 2022

As nature gets ready for its last hurrah before winter sets in here in the Northern Hemisphere, we have a bit of news to share. So, pull up a cushion and a blanket, grab a hot cocoa, and enjoy some perspectives, from a warmer place:

  • What the Smallest Employers Want - with Gusto's Steve Abbott

  • State Auto IRA metrics

  • Key updates from California, Colorado, New Mexico and Maine

  • News! - a shift is coming at Massena Associates, and we are excited to share!

  • Hot Sauce, Cool Stuff: this week's must reads

  • Pix of the week – retirement security ruminations from the land of George Washington, in excellent company.

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

What the Smallest Employers Want: Gusto and a tide of new workplace savings

This week we have the pleasure of chatting with Steve Abbott, Head of Public Policy and Government Affairs for Gusto. We first met Steve during his tenure at the Pew Charitable Trusts, and we recall talking over tacos about retirement savings. In his transition to the private sector, Steve’s kept a true north focus on financial inclusion and design simplicity.

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