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

Retirement Security Matters: June 29, 2023

In this edition, we dive into the latest innovations in retirement savings, including state retirement plan mandates and how they complement the private sector. Grab something cold and join us as we wrap up the spring conference season, celebrate OregonSaves crossing the $200 million milestone 🥂, share updates from key states, and explore how firms respond to state mandates with insights from new research. Plus, don’t miss Hot Sauce, cool finds, and Pix of the Week!

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

Things Heard in Rooms: Charting the Course Towards a Secure Retirement / Wrapping the Spring Conference Season

As the smell of freshly brewed coffee fills rooms and a chorus of chairs squeak and shuffle to find their places, discussions on retirement savings spring to life. Gathered in these rooms are a diverse set of minds - private sector innovators, state officials, Treasury officers, legislators, policy makers - each prepared to offer their piece to the puzzle that is the future of retirement security in the United States

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

Retirement Security Matters: June 15, 2023

June is here, and we’ve got fresh insights and future-forward updates for you! Explore blockchain and tokenization in retirement savings with CeFiWire’s Sean Hanna, new May state metrics (hello, Maryland$aves!), updates from key states, highlights from NAST TMTS Day 1, Hot Sauce with five must-see finds, and Pix of the Week featuring Dutch Bros, the Golden Gate, and a mystery hotel room. Grab an iced coffee and dive in!

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