State Briefs

Comparison of Retirement Plan Design Features, by State: Massachusetts, Washington, New Jersey and Vermont (17-02)
This comparison chart provides an overview of the characteristics of the state-sponsored retirement programs in four states:  Massachusetts’ Retirement Plan for Non-Profits (“Prototype Plan”), Washington’s Small Business Retirement Marketplace, New Jersey’s Small Business Retirement Marketplace, and Vermont’s Green Mountain Secure Retirement Plan (“Multiple Employer Plan”).

Comparison of Retirement Plan Design Features, by State: Illinois, Oregon, Maryland, Connecticut and California (17-01)
This comparison chart provides an overview of the characteristics of the state-sponsored auto-IRA programs retirement programs in five states: Illinois’ Secure Choice Savings Program, Oregon’s OregonSaves program, Maryland’s Small Business Retirement Savings Program and Trust, Connecticut’s Retirement Security Exchange, and California’s Secure Choice Retirement Savings Program.

16-03Lessons from California, Connecticut, and Oregon: How Plan Design Considerations Shape the Financial Feasibility of State Auto-IRAs (16-03)
As a growing number of states move toward establishing retirement savings plans for private sector workers who lack access to an employer sponsored plan, policymakers and stakeholders are very interested in plan cost. States should be encouraged by findings from the financial feasibility studies conducted on state sponsored retirement plans in California, Connecticut, and Oregon. This policy brief describes the lessons that were learned from California, Connecticut and Oregon, and sheds insight into retirement saving program design construction and program structure.

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