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

Parsing SECURE 2.0: Good News/Bad News and Future Focus

This week we have the pleasure of chatting with Mark Iwry. Mark’s bio runs long and deep. He served as Senior Advisor to the Secretary of the Treasury from 2009 to January 2017, and served concurrently as the Treasury Department’s Deputy Assistant Secretary for Retirement and Health Policy. His portfolio included pensions/retirement (DB and DC/401(k) plans, IRAs, etc.) and national savings policy; related tax policy and other tax and legal aspects; legislative and regulatory implementation of the Affordable Care Act, and other health policy; other employee benefits and compensation, and related legislative, policymaking, and rulemaking/regulatory responsibilities.

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

Retirement Security Matters: March 9, 2023

Happy International Women’s Day to the incredible women advancing retirement security!

This week, we’re covering DCIIA’s spring events, fresh state numbers, updates from California, Delaware, Connecticut, Kansas, and Missouri, insights from David John on Universal Auto IRA impact, Hot Sauce, and Pix of the Week for Portland coffee lovers. Dive in!

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

Retirement Security Matters: February 23, 2023

Hello Friends! It is Black History Month in the US ♥️. To us, this month is incredibly important. Every year we find the dialogue about our shared history is getting richer. Are there plenty of concerns? Yes, there are. Opportunities to act? Yes, there are. And in the current focus our personal understanding of the ongoing contributions to all that we are together increases, and the world – at least the one close to us – gets better and becomes fuller. #thankyou

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