David Teykaerts, Executive Director of CalSavers, sat down with us to share what’s happening in the country’s largest Auto IRA program. We talked program growth, lessons from employer engagement, how CalSavers positions itself in California, and what’s top of mind in 2025. The big takeaway: implementation matters, and scale brings both opportunity and responsibility.

In this edition we’re serving up a delectable s’more of content. You know, a little melty chocolate on a graham cracker with a fluffy browned marshmallow of goodness. Pull up your camp chair, settle in, take a sip of lemonade—soft or hard—and enjoy an action break with us.

This week we’re sitting down with Karen Andres and KC Boas from the Aspen Institute Financial Security Program to explore what’s ahead for all things inclusive saving and investing. We cover some ground: Trump Accounts, the 2027 Saver’s Match rollout, and fresh thinking about financial diaries. Their take? America’s retirement system has some unfinished business.