Serving Small Businesses with Starter K: with Guideline’s Jeff Rosenberger and Jeremy ‘Cabs’ Caballero
There’s always something new in the retirement space – which for us lives at the fascinating intersection of tax law, legislation, technology, and innovative thinking. We’re excited to be here today with both the Cofounder and Chief Product Officers and the Chief Operating Officer for Guideline – Jeremy ‘Call me Cabs’ Caballero and Jeff Rosenberger talking about what’s new in fintech – and how they view the emerging Starter 401(k) space.
CalSavers: 340,000 New Savers, and Counting
Since 2017, CalSavers’ Katie Selenski has been in charge of what has quickly become – and is likely to remain -- the nation’s largest Auto IRA program. While the successes are wonderful, the challenges are also very real. What’s it like to launch a program that covers nearly 8 million workers?
A National Strategy for Financial Inclusion? We like it.
This week we chat with Ida Rademacher, Vice President and Director of Aspen’s Financial Security Program, and Karen Andres, Director of Policy and Market Solutions for the Program. We’re hitting four hot topics: the power of automatic enrollment. What happens when we re-imagine retirement? Innovation among our financial services providers. And maybe most importantly, the call for a national strategy on financial inclusion.