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: June 1, 2023
Hurrah June - you bring something for everyone! We've just celebrated our Memorials, and now we are headed toward Juneteenth on our way through Pride month. Yes, we like inclusivity. So, grab your iced coffee and let's catch you up on retirement savings coverage, innovation, and inclusion:
Making retirement savings an inclusive instrument of wealth creation
State metrics
Updates from California, Colorado, Hawaii, Minnesota, and Nevada
Pat GPT on how generative AI can be used to solve today’s challenging retirement, saving access, and inclusion puzzles
Hot Sauce! …
And celebrating family in our PIX of the Week!
Retirement Security Matters: March 24, 2023
Friends – Spring is finally here with all the hope and promise of renewal that this season always brings. Is all about warmer temperatures, spring cleaning, skinny cocktails, flowers, Easter eggs and new beginnings.
While we both think about that, here’s what’s on deck in the world of retirement savings innovation:
The inimitable Mark Iwry parses SECURE 2.0 - and takes a future focus
Numbers from the states
Key updates from Maine, Massachusetts, and Puerto Rico
Hot Sauce and Cool Stuff
… and Pix of the week!