Secure Choice

The state of Maryland introduced the Maryland Small Business Retirement Savings Program and Trust in 2016, and the program was made available in September of 2022. Like many other similar state retirement programs, it mandates that all employers that do not

My CTSavings is patterned after other successful programs here in the U.S. But is it the right retirement vehicle for your team?

The state of New York mandates that all employers that do not offer a retirement plan enroll their employees in the state Secure Choice Savings Program.

The state of California has enacted into law a mandatory retirement plan called CalSavers. This mandate will affect millions of companies with employees in California. Understand the details and implications before making a decision with far-reaching consequences.

With secure choice plans being offered in more and more states, it’s important to understand enough details to advise clients properly on their best options. Retirement plan decisions can have far-reaching consequences for both employer and employee.

The state of Illinois passed the Illinois Secure Choice Program Act, which became effective in June of 2015. Like many other similar state retirement programs, it mandates that all employers that do not offer a retirement plan to their employees