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 are delighted to have conversations with Colleen Davis, the State Treasurer of Delaware, and Ted Griffith, the Program Director of Delaware EARNS. This dynamic duo are bringing to life the nation’s next Auto IRA program and the first such retirement security opportunity for the great state of Delaware. We can’t wait to see the unique thinking they bring to the space. Cool news ahead.

❤️ It’s the season of love, affection, and a little pampering! Celebrate with joy and let us help you catch up on the latest in retirement security. Grab some chocolates, get cozy, and dive in!

This edition features Mateo Galindo Lozano of CHCF on Planificación de Jubilación in community, key updates from Maryland, New Jersey, New Mexico, and Oregon, a hot take on SECURE 2.0 employer incentives, Hot Sauce and cool finds, and Pix of the Week. Enjoy!