We are making our way out of Hannukah, into those critical ten days before Christmas Eve, and blasting toward the New Year. If you’re working, you are probably working very hard and in need of a good break. Grab a cocoa-coffee and let’s catch up on the latest from the world of retirement security. We’re going to start with some innovation:

• Guideline’s Jeff Rosenberger and Jeremy Caballero: Starter K, plus a lot

• Fressssh! state metrics 🥁

• States in action: Delaware, Maine, and Virginia

• What’s 2024 got in store for us? Future-think with RSM.

• Hot Sauce - just a dash this week, and

• PIXXXXX!

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.

This week we have the pleasure of chatting with Steve Abbott, Head of Public Policy and Government Affairs for Gusto. We first met Steve during his tenure at the Pew Charitable Trusts, and we recall talking over tacos about retirement savings. In his transition to the private sector, Steve’s kept a true north focus on financial inclusion and design simplicity.