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.
Doing More in Delaware: the Advent of Delaware EARNS
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.
Retirement Security Matters: February 9, 2023
♥️ It’s the season of love and affection, which means … pampering. We hope you have a lovely, fun-filled celebration. As you spread some joy, let us help you catch up on the world of retirement security. Grab some sweet and savory chocolates and nestle in. You’ve earned it!
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 - This week we’ll hit the key features of Employer Incentives
Hot Sauce and Cool Stuff - we've got the goods to sharpen your day
... and Pix of the week!