❤️ 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!

This is Part 3 in a series covering key elements of SECURE 2.0, entered into law as part of the 2023 Appropriations Act (Division T).

We’ve just covered Automatic Enrollment and the Saver’s Match, one auto-feature, and one incentive with an auto-feature. Now we’ll focus on straight-out incentives to employers to start new plans.

This week we have the pleasure of chatting with Mateo Galindo Lozano, who has been a licensed clinical psychologist in Colombia since 2022 and is currently the Business Specialist at the Committee for Hispanic Children & Families in NYC. He helps licensed childcare providers improve their businesses through 1:1 consultation and training on business-related topics.