ASEC Portal


Choose to Save and ASEC are evolving digitially. WUSA9 will be presenting at the next ASEC Partners' meeting on the potential next steps of this evolution. Click here (video) and here (PowerPoint) for a sneak peak!

If you've got something to share - an event announcement, a product update, new research - please email me at, and we'll be happy to pass it along in our next issue!

ASEC Partner Updates

The CFA Institute through its Future of Finance project has created a consumer facing document entitled the "Essentials of a More Secure Retirement," which outlines some of the common principles and best practices related to retirement planning. This information, as well as additional links and related resources, can now be found online on the Future of Finance pages of the website at

The Women's Institute for a Secure Retirement (WISER) is sponsoring a briefing and reception on June 10 titled "Perspectives of Millennial and Boomer Women: Who's Better Off?" This event will feature a panel discussing recent research on the financial well-being of Millennials and Boomers.

The SEC's Office of Investor Education and Advocacy has issued an Investor Bulletin to explain some of the most common mutual fund fees and expenses. As a general introduction to mutual fund fees and expenses, this Investor Bulletin does not identify all of the fees that you may pay to buy and own shares in a mutual fund. This Investor Bulletin will, however, familiarize you with some typical mutual fund fees and expenses and show you how those fees and expenses reduce the value of your fund’s investment return.

Buck Consultants has devoted a section of their company website to the topic of Retirement Readiness and is in the process of launching Savings InSight, an automated retirement builder that delivers a personalized solution based on each individual's circumstances, with two clients.

According to the Social Security Administration, the boy's name that enjoyed the biggest surge in popularity was Jayceon, while the girl's name with the biggest surge in popularly was Daleyza. The biggest decrease in popularity among boy’s names was Austyn; the largest drop in popularity among girl's names was for Litzy. The most popular boy’s name in 2013 was Noah; the most popular girl's name was Sophia. You can also check out the most popular names by state and decade, as well as the top five names in each of the last 100 years.

The Consumer Financial Protection Bureau (CFPB) has released four easy-to-understand booklets to help financial caregivers. The Managing Someone Else's Money guides are for agents under powers of attorney, court-appointed guardians, trustees, and government fiduciaries (Social Security representative payees and VA fiduciaries.)

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Help Wanted

The North American Securities Administrators Association (NASAA) has an immediate opening for a Manager of Communications & Investor Education. Details are available at:

The Commodity Futures Trading Commission (CFTC) Office of Consumer Outreach has an opening for a Consumer Content Specialist. Details are available at:

The Commodity Futures Trading Commission (CFTC) Office of Consumer Outreach has an opening for a Consumer Outreach Specialist. Details are available at:

Trivial Pursuits

Which holiday came first - Mother's Day or Father's Day?

Have you figured out how much you will need to save to fund a comfortable retirement? Recently? Have you downloaded the NEW EBRI Ballpark E$timate app? MORE.

Check out upcoming events for your financial education campaign(s) at