Happy New Year 2024, Friends! It’s with much anticipation that we have rounded the corner into this next set of months.

We joke that producing RSM is like writing the newsletter version of War and Peace every two weeks. That said, we are shifting into a new gear. Think of it as beach-bike gear. Hop on – here we go. ♥️

We are making our way out of Hannukah, into those critical ten days before Christmas Eve, and blasting toward the New Year. If you’re working, you are probably working very hard and in need of a good break. Grab a cocoa-coffee and let’s catch up on the latest from the world of retirement security. We’re going to start with some innovation:

• Guideline’s Jeff Rosenberger and Jeremy Caballero: Starter K, plus a lot

• Fressssh! state metrics 🥁

• States in action: Delaware, Maine, and Virginia

• What’s 2024 got in store for us? Future-think with RSM.

• Hot Sauce - just a dash this week, and

• PIXXXXX!

As autumn gracefully transitions to winter, join us in savoring the spirit of the season. With December on the horizon, marked by twinkling lights and festive joy, let's pause, grab a cuppa, and get ready for some cool insights and inspiring news. So, get comfy, settle in, and read on:

• Colorado Secure Savings: Off & Running with Young and Railey

• Fresssssh state metrics - just for you

• Updates from states - CA CO CT IL ME MD OR VA NJ NY and DE!

• In the News: (How) Do Auto IRAs Affect Participation & New Plans?

• We got Hot Sauce / Cool Stuff, and

• … Pix of the Week, where we keep the running theme alive.

Happy November! It’s raining here and the snow has started to fly in elevations above us. So, get ready for some cool insights and inspiring news. Grab your warm beverage, get comfy, and let's dive in:

• Doing More in Delaware - We need to know!

• State Auto IRA Metrics - September Data Update

• Key updates from Connecticut, Maine, New Jersey, and Nevada

• Hot Sauce, Cool Stuff: this week's must reads

• Pix of the week

As nature gears up for its final spectacle before winter in the Northern Hemisphere, we've got some exciting news. Grab your blanket, a steaming cup of cocoa, and get ready to dive into the world of retirement security matters this October.

• Retirement Savings Report Card: When “C” Isn't Cool

• State Auto IRA Metrics - September Data Update

• Key updates from Vermont

• Hot Sauce, Cool Stuff: this week's must reads

• Pix of the week

We love October. Yes, it gives us an excuse to go overboard with house deco and candy. Anddddd, it's also #NationalRetirementSecurityMonth here in the US. Clearly at RSM this is “our” national holiday. Just saying. This month is dedicated to spreading awareness about the significance of saving for retirement. So, let's rally on the hashtag, grab a pumpkin beer or pumpkin spice, and get on with it:

• The 4 E’s you say? with Peter Thompson and RetirePath Virginia

• Frrreshhh state metrics … where are we now

• Updates from Colorado, Maine, Minnesota, New Jersey and New York

• We mashup nesting shore birds and … retirement savings innovation 🐦

• Wisdom from the wild cliffs of Maui

• Hot Sauce! and some cooool stuff, and

• … PIX of the Week!

As September's final week comes into view, it's hard to believe how swiftly time has flown. You need a break! So, grab a beverage, settle in, and get ready to savor some content that will send you into October enriched and inspired.

• Driving better results in retirement outcomes with stronger teams

• Frrreshhh state metrics

• Updates from Connecticut, Delaware, Maine, and Maryland

• What’s the link between financial experience and financial competence

• Hot Sauce! and some cooool stuff

• … PIX of the Week! We go west

Can you believe it? As we say farewell to August, September has blasted in. This week, RSM is dropping the summer s-t-r-e-t-c-h and resuming its bi-weekly schedule. Stop thinking about baseball, or your kids, grab a refreshing beverage, and get ready to ease into fall with some content to make you smarter, better, and faster. We said it.

• Fall Season - Getting Ready for 2024! And tips for the rest of 2023

• Frrreshhh state metrics vs. the much anticipated $1 billion in assets milestone

• Updates from California, Colorado + Maine, Illinois and Massachusetts

• Best Practices: We go blue.

• Hot Sauce! and some cooool stuff

• … PIC of the Week! Just one.

Are you in a heat dome? We are! It’s time for a break. Find yourself a comfortable spot in front of a fan or the AC, or that special spot in the office that’s always cold, and join us as we dive into the latest in retirement security.

• Three things you can do now to make 2024 *awesome*

• Frrreshhh state metrics

• Updates from California, Connecticut, Hawaii, Oregon and Maine

• No fries with that please - Best Practices to reduce angst

• Hot Sauce! and some cooool stuff for the dog days of August 🐕

• … PIX of the Week!

We love summer! As the days grow more casual, we hope you're finding time to soak up the sun (or avoid it, if you’re in a heat dome) and enjoy this vibrant season. So, grab a lemonade or your iced coffee, sit back, and let us catch you up on the latest financially resilient retirement security news.

In this edition we’ll explore the latest developments in retirement savings innovations, including state retirement plan mandates. Discover how these programs complement, rather than compete with the private sector market. So, grab something cold and read on:

• Things heard in rooms - wrapping up the spring conference season

• State metrics - OregonSaves crosses $200 million asset milestone 🥂

• Updates from Colorado, Hawaii, Illinois, Maine, New Jersey, Oregon, and Virginia

• How do firms respond to state retirement plan mandates? Insights from new research

• Hot Sauce! Some Cool Stuff for you.

• And … PIX of the Week!

Diving deep into June, we have some exciting updates, important news, and a touch of futuristic flair to share. Buckle up and get ready for a cool journey through the latest in retirement security and what it means to be innovative. You’re going to want an iced coffee for this one. Just sayin’.

• The future of retirement savings, blockchain, and tokenization with CeFiWire Founding Editor, Sean Hanna - you read it here first, folks - unless you read it with Sean first

• May data on state metrics, now including Maryland$aves

• Updates from Massachusetts, New York, Minnesota, Missouri, and Nevada

• Best Practices - Highlights from NAST TMTS Day 1 - June 13 - boy is this fresh

• Hot Sauce! Five cool things you won’t want to miss and three other ones

• PIX of the Week! We’re taking you to Dutch Bros, the Golden Gate, and an unnamed hotel room - what?

Hurrah June - you bring something for everyone! We've just celebrated our Memorials, and now we are headed toward Juneteenth on our way through Pride month. Yes, we like inclusivity. So, grab your iced coffee and let's catch you up on retirement savings coverage, innovation, and inclusion:

• Making retirement savings an inclusive instrument of wealth creation

• State metrics

• Updates from California, Colorado, Hawaii, Minnesota, and Nevada

• Pat GPT on how generative AI can be used to solve today’s challenging retirement, saving access, and inclusion puzzles

• Hot Sauce! …

• And celebrating family in our PIX of the Week!

It's the end of May, and Auto IRA initiatives are racing the calendar as the 2023 legislative session ends. Grab a cool beverage and get your news on:

• Advancing retirement savings: Minnesota, Missouri, and Vermont Get Busy

• State metrics - over 50,000 employers facilitating, and more

• Key updates from Delaware, Hawaii, Illinois, New Jersey, and Oregon – and a host of legislatively active states

• Eyes on the Big Picture: Top Trends

• Hot Sauce and Cool Stuff

• … and Pix of the week!