Data & Research April 30th, 2026 Federal Roth Auto-IRA May See Strong Gains, per Morningstar The proposal would add up to $983 billion under baseline scenarios, according to a new Morningstar report.
Compliance April 10th, 2026 Mississippi Adopts State Auto-IRA, but Tennessee Changes Gears Tennessee legislators instead advanced a substitute bill changing the focus to Trump Accounts.
Compliance January 29th, 2026 Smaller Companies Will Be Eligible for New Jersey’s Auto-IRA Program As of later this spring, the state will require companies with at least 10 employees to participate.
Compliance December 31st, 2025 More Employers Offer Their Own Retirement Plans in Wake of State Auto-IRA Mandates Research shows state mandate laws for individual retirement accounts access have led to businesses being more likely to offer their...
Compliance December 16th, 2025 New House Bill Revives Push for Automatic Retirement Accounts for Uncovered Workers The proposed legislation mandates that employers with at least 10 employees, who do not currently offer a retirement plan, must...
Compliance October 9th, 2025 New York Secure Choice Opens Employer Registration The state-sponsored savings vehicle is mandatory for private-sector employees who lack access to a retirement plan at work.
Compliance October 3rd, 2025 New York to Launch State Retirement Savings Program This Fall Qualifying employers will have nine months to register in the New York State Secure Choice Savings Program, upload employee data...
Compliance September 29th, 2025 Rhode Island to Launch State Auto-IRA in October Connecticut and Rhode Island have finalized the partnership of their public retirement account programs, RISavers and MyCTSavings.
Compliance August 18th, 2025 Consultant Needed for WA Saves Washington Saves, the state's retirement savings program, needs a consultant with technical and administrative expertise for program development, compliance, procurement...
Compliance July 3rd, 2025 Auto-IRA Program Approved by Massachusetts Legislature The FY 2026 budget bill includes the provision creating the Massachusetts Secure Choice program.
Compliance November 20th, 2024 Rhode Island To Start Auto-IRA Program in 2025 RISavers administered by Vestwell is expected to begin a pilot in the spring of 2025 in partnership with Connecticut's state...
Data & Research August 22nd, 2024 State 401(k) Mandates May Cause ‘Crowd-In’ Effect, Boosting Private Plans Small employers in states with mandates may gravitate toward private market plans for factors including plan design and the perceived...
Compliance February 7th, 2024 Federal IRA Bill Proposed in House of Representatives The proposal received widespread support from the retirement and insurance industries.
Products December 11th, 2023 Delaware Expands Auto-IRA Program, Joins Colorado Consortium Administered by Vestwell, the program will expand retirement savings access to Delaware’s private sector workers and is fee-free for employers.
Compliance December 1st, 2023 Report Outlines Policies That Could Support Social Security Bridge A New School report includes the option of a policy or program that would incentivize collecting Social Security at age...
Compliance October 20th, 2023 Bipartisan Support Shown for Federal IRA in Re-Introduced Bill Members of Congress from both parties have been pushing for a federal auto-IRA program through the Retirement Savings for American...
Products August 15th, 2023 Maine, Colorado to Partner On State-Sponsored Auto IRA Maine will join Colorado’s state-sponsored employer retirement plan to reduce costs for savers in both states.
Compliance June 7th, 2023 State Auto-IRAs Set for Vermont, Nevada, As Pennsylvania Awaits Vote More states are set to offer state-facilitated retirement plans as the AARP calls for the Pennsylvania state legislature to vote...
Data & Research April 14th, 2023 Fears of State IRA Plans Overtaking Private Not Realized, Data Shows States that have implemented retirement savings programs for employees have not crowded out private plans, new research from the Pew...
Deals & People October 20th, 2022 Lisa Massena Hired as New COO at DCIIA She will join December 1 as they plan to launch the Center for Retirement Savings Inclusion.