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Trends in Employer-Based Retirement Accounts

The MoneyFit Show

Season 1, Episode 10

Employer Based Retirment Accounts
The Money Fit Show

Trends in Employer-Based Retirement Accounts

State Government’s Role in Supporting Employer-based IRAs with Julie Ellsworth, Treasurer of the Great State of Idaho

Treasurer Ellsworth shares insights into recent discussions and future possibilities around the development of opportunities for states to support the private sector in offering individual retirement plans at work, even at very small businesses.

The role of the State Treasury as a sort of accounts receivable for the state

  1. The national discussion of burdening of government safety net due to lack of retirement preparation
  2. Making access to IRAs and Roth IRAs easier for employees of small businesses
  3. Retirement plan options and how to get the people to the products
  4. Balancing the need for employees to save with the business owner’s resources
  5. Removing barriers between the employee and the private industry investing opportunities
  6. National trends in employer-based retirement programs

Links referred to in the episode, and how to connect with the guest, Treasurer Julie Ellsworth:

Idaho State Treasurer’s Office

Financial Freedom resources through the Treasurer’s Office

The Idaho Treasurer’s Vault

CalSavers Retirement Savings Program

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