Administration | September 3rd, 2024 From Auto-IRAs to PEPs: How Small Employers Can Offer Retirement Savings For some employers, offering a state-facilitated retirement plan is the best and easiest option, but for others, sponsoring their own...
Benefits | August 23rd, 2024 Research Examines Why State Auto-IRA Policies May Drive Private-Plan Creation Private employers are often opting to start their own retirement plans, rather than utilize a state-run plan, in states with...
Benefits | July 9th, 2024 Auto-IRA Programs Progress in Several States The Delaware EARNS plan officially opened for registration, Vermont Saves is on track to launch sooner than anticipated and Rhode...
Benefits | June 12th, 2024 Rhode Island Becomes 20th State to Pass Retirement Savings Program Private-sector employers with five or more employees would be required to offer a retirement plan under the bill.
Compliance | February 7th, 2024 Rep. Richard Neal Proposes Near-Universal Federal Auto-IRA Program The retirement and insurance industries are backing the bill.
Compliance | December 1st, 2023 How to Encourage Collecting Social Security at 70 A report from the New School outlines some policy options to encourage later collection.
Benefits | November 17th, 2023 Illinois Secure Choice Board Approves Investment Policy Statement The Board, or its designee, will review the investment performance of each investment option and underlying investment fund at least...
Compliance | October 20th, 2023 Federal Auto-IRA Bill Re-Introduced The bill would have a 5% match and be administered by the Department of the Treasury.
Benefits | August 15th, 2023 Colorado, Maine Partner on Auto Retirement Savings Program The partnership on the state-sponsored IRA for private-sector employers is expected to cut costs for participants in both states.
Deals and People | October 20th, 2022 DCIIA Announces Lisa Massena as New COO Massena, the founder of Massena Associates, brings experience on state-sponsored private-sector plans and a focus on innovations and best practices...
Data and Research | January 25th, 2022 OregonSaves Program Is Helping Boost Employees’ Retirement Savings Academic research analyzed the auto-enrollment IRA program for private sector workers.
Compliance | May 20th, 2021 New York Secure Choice Savings Program Could Become Automatic A proposal passed by a wide margin in the New York State Assembly would ensure that private-sector employees are automatically...
Opinions | October 21st, 2020 Retirement Policy and Washington Politics Don’t Always Mix Former PBGC Director Charles E.F. Millard discusses the benefits of automatic IRAs and the downfalls of eliminating tax incentives for...