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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Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: June 1, 2023

June is here, and we’re celebrating inclusivity! From Pride Month to Juneteenth, grab your iced coffee and dive into how retirement savings can drive wealth creation for all. This week features state metrics, updates from key states, and insights on how generative AI (hello, Pat GPT!) is solving challenges in savings access and inclusion. Plus, Hot Sauce and PIX of the Week celebrating family. Let’s go!

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Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: March 24, 2023

Spring has arrived, bringing warmer days, fresh blooms, and a sense of renewal. It’s the season of flowers, Easter eggs, spring cleaning, and new beginnings—and a great time to dive into the latest in retirement savings innovation. This week, Mark Iwry takes a future-focused look at SECURE 2.0, we share fresh numbers from the states, key updates from Maine, Massachusetts, and Puerto Rico, Hot Sauce and cool finds, and Pix of the Week. Let’s get started!

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