Policies
Sources
IRS rules referenced across the site
Participant guide sources
- ERISA Advisory Council: Understanding Brokerage Windows in Self-Directed Retirement Plans(opens in a new tab)
Hosted by the Department of Labor. This Advisory Council report is background research; its contents do not represent the position of the Secretary or the Department of Labor.
- Department of Labor: Understanding Retirement Plan Fees and Expenses(opens in a new tab)
- Department of Labor: Savings Fitness(opens in a new tab)
- Department of Labor: Taking the Mystery Out of Retirement Planning(opens in a new tab)
- IRS: Rollovers from Retirement Plans(opens in a new tab)
- IRS: Designated Roth Accounts(opens in a new tab)
Business-owner and state program sources
- CalSavers: employer requirements and program FAQs(opens in a new tab)
- Texas Workforce Commission: pay and benefits(opens in a new tab)
- Florida Senate: retirement-savings task-force proposal and status(opens in a new tab)
This is a legislative status record, not an instruction to enroll in a state savings program.
- Florida Senate: private-sector retirement-program background(opens in a new tab)
This legislative analysis provides background on state programs. Proposed legislation is not the same as an enacted employer requirement.
- Illinois State Treasurer: My Illinois Savings, formerly Illinois Secure Choice(opens in a new tab)
- Michigan Legislature: private-sector savings proposal and status(opens in a new tab)
The linked record describes proposed legislation, not an operating employer program.
- Employees' Retirement System of Georgia: legislative report(opens in a new tab)
The report records the Peach State Saves proposal as unsuccessful; its proposed requirements are not active enrollment instructions.
- Arizona Legislature: retirement-savings study-committee background(opens in a new tab)
The amended measure concerns a study committee, not an operating mandatory auto-IRA program.
- Colorado Treasury: Colorado SecureSavings(opens in a new tab)
- Washington Saves: official program and launch information(opens in a new tab)
- North Carolina General Assembly: Work and Save proposal and status(opens in a new tab)
This is a pending legislative record, not confirmation of an enacted auto-IRA mandate.
- IRS: choosing a retirement plan, 401(k) plans(opens in a new tab)
- Department of Labor: 401(k) plans for small businesses(opens in a new tab)