Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

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.

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Colorado Secure Savings: Off and Running 

What’s one year old and has 40,000 new savers? You guessed it – it’s Colorado’s Secure Choice retirement savings program. We caught up with Treasurer Dave Young and Executive Director Hunter Railey to get the latest news from the Rocky Mountain State. Keen observations, innovation, and some sage advice ahead. Read on!

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

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.

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