Kendra Isaacson, Partner at Mindset and a key architect of SECURE 2.0, shares her perspective on the policies shaping the future of retirement security.

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.

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!