As we wrap up Hanukkah and race toward Christmas Eve and the New Year, it’s the perfect time for a quick break. Grab a cocoa-coffee and catch up on the latest in retirement security: Starter K insights from Guideline’s Jeff Rosenberger and Jeremy Caballero, fresh state metrics 🥁, updates from Delaware, Maine, and Virginia, a glimpse into 2024 with RSM, a dash of Hot Sauce, and, of course, PIX! Let’s dive in.

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.