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.
Retirement Security Matters: January 14, 2021
Now, tear yourselves away from the news for something with a little more lasting impact and benefit to your work! We got great stuff here:
Mission: Prosperity – with David Sokolow and Erik Rettig of Intuit
State Program Metrics – Auto IRAs break the 250k mark
And, the latest from California, Colorado, Connecticut, Oregon and Wisconsin!
Grant’s Best Practices: Industry Trends in Equality (Inequality?)
Hot Sauce! So much stuff in here that we can’t even list it, and
Pix of the Week – woohoo!
Mission: Prosperity – Intuit Duo Dishes!
What’s going on in the trenches of retirement savings innovation, access, and payroll processing - Erik Rettig and David Sokolow of Intuit share their current work.