The retirement landscape is changing: What Tri-state employers need to know

This is a critical time for Tri-State employers. As of early 2026, New Jersey, New York, and Connecticut have active state retirement mandates. Failure to comply can lead to steep penalties—in some states ranging from $250 to $1,500 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 deadlines in New Jersey, New York, and Connecticut. 

• 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.

• 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.