Oregon, Maine, Maryland and Connecticut Mandates

State-Mandated Retirement Legislation Deadlines are Here. Are You Ready?

View 30-minute webinar recording here

Did you know, there are ongoing developments with state-mandated retirement legislation across the country? As of right now, 19 states have passed laws or have pending legislation, of which nine have active laws.

In this webinar recorded on August 17, 2023, Emily Nguyen, senior Channel Marketing Manager, and Marc Fowler, Director of Retirement Education at Human Interest discussed the pros and cons of enrolling in the state-sponsored retirement plan for those states vs. sponsoring a plan and using a 401(k) provider.

Here’s what we covered:

• The state-sponsored retirement plans for Connecticut, Maine, Maryland and Oregon and the responsibilities of managing these plans
• Penalties for companies that are out of compliance
• Saving on a 401(k) through tax credits like the SECURE Act
• The long-term benefits of sponsoring a plan and using a 401(k) provider.

Colorado Retirement Mandates

Colorado Retirement Mandates: Understanding Colorado Secure Savings: Avoid costly penalties with a private 401(k) provider

View 30-minute webinar recording here.

Certain Colorado employers will be required to offer an employer retirement savings plan or enroll in the Colorado SecureSavings Program, the state-sponsored plan. Required employers who do not comply may be subject to penalties. Unsure of your options? Not to worry, TriNet Zenefits and Human Interest have you covered.

In this webinar recorded on June 22, 2023,  Emily Nguyen, senior Channel Marketing Manager, and Marc Fowler, Director of Retirement Education at Human Interest, discuss compliance requirements. In the first 20 minutes, we covered the pros and cons of enrolling in Colorado SecureSavings vs. sponsoring a plan and using a 401(k) provider.

Here’s what was covered:

• Colorado SecureSavings and what services are offered through it
• The responsibilities of managing a SecureSavings plan
• Penalties for companies that are out of compliance
• Saving on a 401(k) through available tax credits like the SECURE Act 2.0
• The benefits of an employer sponsored 401(k) plan

Tri-State Area Retirement Mandates

Understanding the New York, New Jersey, and Connecticut retirement mandates and how they affect SMBs

View 30-minute webinar recording here

Now is the time for impacted Connecticut, New Jersey, and New York businesses to track when enrollment opens and do what they can to prepare. All eligible business owners must choose between a private qualified retirement plan provider or the state-run plan. Any employers who do not comply may be subject to penalties as these programs move forward.

In this webinar recorded October 20, 2022 Jon Kromphardt, Senior Regional Director of New York at Human Interest, and Megan Taggart, Senior Manager of Growth and Lifestyle Marketing at Zenefits, discussed everything you need to know to stay in compliance with your state’s legislation.

Here’s what was discussed:

• Each state’s retirement mandate and what services it offers
• The responsibilities of managing a state-run retirement plan
• Penalties for employers that do not comply
• Saving on a 401(k) through potential tax credits like the SECURE Act
• The long-term benefits a private 401(k) provider can offer

Illinois Retirement Mandates

Understanding Illinois Secure Choice: Avoid costly penalties with a private 401(k) provider

View 30-minute webinar recording here

Calling all Illinois employers – do you have at least 16 Illinois employees? Now is the time to offer a retirement plan before the next retirement state mandate deadline this November. All business owners with 16+ employees must choose between a private retirement provider or Illinois Secure Choice, the state-sponsored plan. Any employers who do not comply will be subject to penalties. Unsure of your options? Not to worry, Zenefits and Human Interest have you covered.

In this webinar recorded in September, 2022 Adam Wade, Regional Director of North Central at Human Interest, and Megan Taggart, Senior Manager of Growth and Lifecycle Marketing at Zenefits, discuss what you need to know to avoid penalties. In the first 15 minutes, we covered the pros and cons of enrolling in Illinois Secure Choice vs. a private 401(k) provider. In the remaining 5 minutes of the session, we’ll open up the floor for attendee questions.

Here’s what we covered:

• Illinois Secure Choice and what services are offered through it
• The responsibilities of managing an Illinois Secure Choice plan
• Penalties for companies that do not comply by November 1, 2022
• Saving on a 401(k) through tax credits like the SECURE Act
• The long-term benefits a private 401(k) provider can offer

California Retirement Mandates

Understanding CalSavers: Avoid costly penalties with a private 401(k) provider

View 30-minute webinar recording here

In this webinar recorded in April 2022, Adam Wade, Regional Sales Director for the North Central regions at Human Interest covered all details pertaining to the June 30th, 2022 state mandate deadline for business owners with 5 full-time California employees.

Views will leave with webinar with knowledge surrounding:

• CalSavers and what services are offered through it
• The responsibilities of managing a CalSavers plan
• Penalties for companies that do not comply by June 30th, 2022
• Saving on a 401(k) through tax credits like the SECURE Act
• The long-term benefits of a private 401(k) provider

Human Interest is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy for small and medium-sized businesses to assist their employees invest for retirement.  Investment Advisory services provided through Human Interest Advisors, a Registered Investment Adviser. For more information, please visit humaninterest.com.

The webinar is for educational purposes only. TriNet Zenefits does not provide legal, tax, or accounting advice. The materials in this presentation and the products, advice, and opinions expressed in this presentation are solely those prepared by the presenter and not necessarily those of TriNet Zenefits.