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

Meet Me Where I Am: Asso Yankson Reframes Retirement

Just before the holidays (and SECURE 2.0) we had the pleasure of chatting with Asso Yankson, Senior Manager, Retirement Consulting at Ernst & Young LLP (EY). We love this conversation both for its insights, and for the way EY and Yankson have worked together to create a role that is both difference-making, and supportive of working parenting. Read on to see how this works.

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

What’s Secure 2.0 Got to Do With It: a Hot Take on Automatic Enrollment

If you’re like us, you’re hearing the words “Secure 2.0” bandied about everywhere you go. The Secure 2.0 Act was memorialized into 2023 Appropriations Act (Division T), signed into law as you were picking crumpled wrapping paper off the floor and putting your sparkling into the fridge for New Year’s Eve. We are going to do a short series on some of the provisions, focusing on the ones that impact you, and retirement security, the most. We’ll start with our favorite:

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

Retirement Security Matters: December 15, 2022

While you’re busy with the hustle and bustle with friends, family, and your community all preparing to celebrate the big holidays, don’t forget to pause and nourish yourself a bit along the way. Curl up for a moment in those footie socks with some wassail and catch yourself up:

  • Martha Deevy on optimizing 100-year lives and the importance of financial resiliency

  • Key updates from California, Colorado, Delaware, Maryland, New York State, and Virginia

  • DCIIA, The Aspen Institute, and Morningstar – joint venture in expanding equitable retirement

  • What’s one piece of hopeful news you heard this week? – check out Hot Sauce and Cool Stuff

  • Pix of the week to boost your day

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