Navigating the 2026 state retirement mandates

As we move into 2026, the landscape of retirement benefits continues to shift. With new deadlines approaching in states like New York, Minnesota, and Nevada, and the rollout of SECURE 2.0 provisions, staying ahead of compliance is critical. 

Failure to comply can lead to steep penalties—in some states ranging from $250 to $750 per employee.

Whether you’re an employer looking to protect your business, or a partner helping a client through this transition, this session will cover:

• The 2026 compliance roadmap: A breakdown of which states have active programs, upcoming deadlines, and proposed legislation.

• State plans vs. private 401(k)s: Understand the pros and cons of state-run auto-IRAs versus private options, including the significant difference in contribution limits ($7,500 vs. $24,500).

• The SECURE 2.0 edge: How new tax credits can provide small businesses (up to 50 employees) with up to $5,000 per year to cover plan startup costs, plus credits to offset employer matching.

• Streamlining administration: How modern 401(k) solutions integrate directly with payroll to automate contributions and compliance testing, minimizing manual work for the business.

Whether you’re securing your own company’s future or advising a client through theirs, get the clarity you need to lead with confidence in 2026. Space is limited—register today to bridge the gap between compliance and a best-in-class retirement benefit.