Colorado Secure Savings Board Meeting Minutes December 2, 2025

Courtney from Vestwell updated the Board on the annual wave. They sent 3 notices pre-deadline and 2 notices post-deadline. The paid family leave data sharing agreement with CDLE is up and running. The team will use this data to clean and update the existing data and to send program notices.

The program has an opening for the Outreach and Marketing position. The program and staff will be restructuring due to new software being implemented, and enforcement will start next year. 

The Treasury team shared their marketing and outreach for the quarter. The team worked with 360 Media and Startup Colorado to create 11 testimonial videos featuring 3 different businesses. Created promotional videos with Philosophy Digital Marketing for LinkedIn and Google. Anthony gave an overview of the outreach and events the team and Treasurer Young attended.

The team is working on implementing Salesforce. In the near term, they are looking to streamline various operations and engagement.

Minnesota has joined the partnership and will launch in 2026. Hawaii has asked for information about the partnership.

Angela Antonelli from the Georgetown Center for Retirement Initiatives is trying to create a historical record of all program processes from its creation. The Board previously voted to give Georgetown the data from June 2023 onward, but they would like data from January 2023 to June 2023. 

Carolyn made a motion to provide program data from the beginning of January 2023, the program start date, through June 2023, to the Georgetown Center for Retirement Initiatives. Keisha seconded the motion. The motion passed with 8 yes, 0 no, and 1 excused.  

Written Comments: There were no written comments.             

Verbal Comments: There were no verbal comments. 

Carolyn made a motion for executive session, pursuant to section 24-6-402(3)(a)(II) of the Colorado Revised Statutes, to adjourn the public portion of this meeting and to reconvene in executive session, together with our attorney and staff, for the purpose of receiving annual training on CORA and open meeting law. Kara seconded the motion. The motion passed with 8 yes, 0 no, 1 excused.