Secure Choice

Complying with State Retirement Mandates

Jennifer Stott

Blog, Insights for Employers, Secure Choice

Although life expectancy in the U.S. peaked in 2014 at 78.9 years, many of us are living much longer, and it costs money. The government is making less noise than…

Is Secure Choice Good for Workers? No. It’s Not.

Dan Beck

Blog, FA Partnerships, Insights for Advisors, Secure Choice, SMB

States are celebrating their secure choice retirement mandates as a major solution to the American retirement crisis, but workers say otherwise. In fact, 70% say they don’t want to save…

MarylandSaves Retirement Program: Pros and Cons

Jennifer Stott

Blog, Insights for Employers, 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…

Connecticut Retirement Program My CTSavings: Pros and Cons

Jennifer Stott

Blog, Insights for Employers, Secure Choice

The state of Connecticut created a retirement security program in 2016. Like many other similar state retirement programs, it mandates that all employers that do not offer a retirement plan to…

New York Secure Choice Savings Program: Pros and Cons

Jennifer Stott

Blog, Insights for Employers, Secure Choice

The state of New York signed Senate Bill S5395A into law. Like many other similar state retirement programs, it mandates that all employers that do not offer a retirement plan…

CalSavers: The California Secure Choice Program

Jennifer Stott

Blog, Insights for Employers, Secure Choice

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…