Governance Models by State
Overview of Program Governance Models by State (June 2024)
CalSavers Retirement Savings Board, Board Governance Policy (revised July 2019)
Program Strategic Plan
Program strategic plans that outline program mission, goals, objectives, and measures of performance
CalSavers Retirement Savings Board, Strategic Plan, 2024-2029
CalSavers Retirement Savings Board, Strategic Plan, 2021-2024
Commonwealth Savers, Strategic Plan 2026-2028
Program By-Laws
Maryland Small Business Retirement Savings Board, By-Laws (2017)
New Jersey Secure Choice Savings Board, By-Laws (2024)
New York Secure Choice Savings Program, By-Laws (2022)
Program Policies and Procedures
Colorado
Program Description (May 2025)
Connecticut
Program Description (July 2025)
Delaware
Program Description (May 2025)
Maine
Program Description (April 2025)
Maryland
Program Description (September 2022)
Nevada
Program Description; Draft Version; Redline Version (adopted May 28, 2025)
Custodial Agreement; Draft Version (adopted May 28, 2025)
New York
Program Description (July 2025)
Draft Program Policies and Procedures (December 2024)
Oregon
Program Description (May 2025)
IRA Custodial Agreement (May 2023)
Vermont
Program Description (May 2025)
Virginia
Program Description (January 2025)