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.

We hear all the time that small business owners don’t establish plans because it’s complicated, or costly, or just a pain in the neck. We know they care about their workers. They tell us, and they show it in lots of ways. So what does it look like when small businesses DO establish plans? We get an inside peek from Jeff Rosenberger, COO of Guideline. Keep an eye for hints and tips sprinkled throughout this piece.