Broker Check

Is a State-Run Retirement Plan Right for You?

March 09, 2024

Many states across the nation are passing legislation to provide workers with access to employer-sponsored retirement plans. It’s a huge step forward in helping people save, and we at Avantax are proud to be one of your options when determining which type of plan is right for you.

Employees are significantly more likely to save when they have access to a retirement plan sponsored by their company, and the need is significant. So much so, that many states are requiring employers to offer some type of savings program — whether it’s a state-run plan or through another provider.

As a small business owner, we understand that the security and financial well-being of your employees is a priority. That’s why we want to make sure you understand that you have options when it comes to choosing the right solution.

When you partner with Avantax Retirement Plan ServicesSM, you get a plan designed to meet the unique needs of you and your employees, including a wide range of investment choices, the potential for higher contribution limits, the personalized support of a team that knows your company and more.

Whether you’re ready to get started, or you simply have more questions, contact me for a complimentary, no-obligation consultation. I look forward to helping you offer an affordable, turnkey retirement plan solution.


To read more about the state mandated retirement plans, click on the button below:

Hawaii State Mandated Retirement Plans

Sincerely,