We like to bring the public and private sector together to share good ideas. Today we’re mashing up the realities of small plan servicing in a technically advancing world with the onset of Auto IRAs with J.D. Carlson of Plan Design Consultants and the bro-style streaming program, Retireholics. Let’s see if the result is more like guacamole (which we love), or English-style mashie peas (no love).

The length of time it takes for a state-facilitated retirement savings program (SFRP) to become self-sustaining depends largely on how quickly the number of participants and the total dollars saved grow. Program growth is influenced by several key variables. Making accurate projections requires making assumptions that reflect the unique nature of each state and program.

We talk with John Scott of the Pew Charitable Trusts’ Retirement Savings Project about studying and eliminating barriers to saving, Auto IRAs, MEPs and PEPs, the Saver’s Credit, and much more.