Governance, Program Documents and Strategic Plans

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 (June 2023)

Delaware

Program Description (May 2025)

Maryland

Program Description (September 2022)

Nevada

Draft Program Description (reviewed at the May 2025 board meeting)

Draft Custodial Agreement (reviewed at the May 2025 board meeting)

New York

Program Description (July 2025)

Oregon

Program Description (May 2025)

IRA Custodial Agreement (May 2023)

Vermont

Program Description (May 2025)

Virginia

Program Description (July 2024)