State Sponsored Retirement Plans

TRA [The Retirement Advantage]

16 states have enacted retirement savings programs and 21 more have introduced legislation to create them. This course will discuss the history of offering state sponsored retirement plans; each state’s mandate, structure, and roll out; and the opportunity advisors have to assist their clients in those states.

Learning Objectives:

• Understand the history of state-sponsored retirement plans
• Recall which states have a mandate in place, which are in progress, and which have yet to implement
• Identify potential plan alternatives for each state
• Document action steps to assist clients in those steps to ensure their compliance with the law
   

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