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

Enroll, Educate, Equip, Empower: Peter Thompson on RetirePath Virginia

With a civilian labor force of 4.5 million, Virginia leaders had a lot to think about when they realized a good chunk of those folks didn’t have workplace access to retirement savings. That’s all changing. We talk today with program director Peter Thompson about the present, the future, and what he’s seeing in this new space.

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

Retirement Security Matters: September 21, 2023

As September wraps up, take a moment to recharge! Grab a drink and dive into insights on stronger teams driving retirement success, fresh state metrics, updates from Connecticut, Delaware, Maine, and Maryland, and the link between financial experience and competence. Don’t miss Hot Sauce, cool finds, and Pix of the Week as we go west. Let’s go!

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

Driving better results in retirement outcomes.

It’s not often that we dedicate ourselves to the topic of investment results and all the activity that goes into them. It’s true: small improvements in investment results over a long period of time makes for big impact.

At 5%, $100 a month deposited faithfully over 40 years can grow to over $153,000. (We’re using a simple calculator from Nerdwallet. Do try this at home).

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