How America Retires: Complying with Federal and State Solutions 

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State after state, new laws legislating employer-sponsored retirement plans are being passed in an effort to close the nation’s retirement savings gap. Typically, employers are not required to contribute to the plans – just to auto-enroll employees and administer employee contributions.

Employers who already sponsor retirement plans generally don’t need to take action. However. . .

Employers who don’t sponsor retirement plans must enroll in state-sponsored plans, such as Secure Choice programs in New York, New Jersey, and Illinois and CalSavers in California.

If you are in a mandating state and enroll in a state-sponsored plan, you now have reporting obligations and deadlines to your state . . . and Viventium is here to help.

Join Viventium’s veteran compliance expert Yonina F. Shineweather, CPA, for a survey of:

  • State retirement plan mandates – current and upcoming;
  • Employer and employee roles in state retirement plans;
  • Taxability of contributions to state retirement plans; and
  • Mandated reporting and HCM software solutions.

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