Ascensus’ Peg Creonte is one of the service pioneers in the Auto IRA space. Here she talks about what they’ve learned in the first four years - and hints and tips for programs of the future.

What’s going on in the trenches of retirement savings innovation, access, and payroll processing - Erik Rettig and David Sokolow of Intuit share their current work.

In 2015, then-state legislator Tobias Read was the lead sponsor for House Bill 2960, proposing creation of a statewide savings programs for workers whose employers don’t offer retirement plans. The Bill was signed into law that June. In 2016 Read was elected State Treasurer, and in 2017 he oversaw the program’s start, as OregonSaves accepted first contributions. In January of 2018 the program went live statewide, rolling out first to employers with 100 or more employees and no plan. The rest, as they say, is history unfolding. Please join us for a current view!