Trends in Employer-based Retirement Account

The Money Fit Show

Episode #010

Trends in Employer-based Retirement Accounts

Guest Name: Julie Ellsworth

About the Guest: Treasurer for 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.

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

2. National discussion of burdening of government safety net due to lack of retirement preparation

3. Making access to IRAs and Roth IRAs easier for employees of small businesses

4. Retirement plan options and how to get the people to the products

5. Balancing the need for employees to save with the business owner’s resources

6. Removing barriers between the employee and the private industry investing opportunities

7. National trends in employer-based retirement programs

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

https://sto.idaho.gov: Idaho State Treasurer’s Office

https://sto.idaho.gov/Other-Services/Financial-Freedom: Financial Freedom resources through the Treasurer’s Office

https://sto.idaho.gov/Other-Services/The-Vault: The Idaho Treasurer’s Vault

https://edd.ca.gov/employers/calsavers.htm (CalSavers Retirement Savings Program)

Subscribe to the Money Fit Show today wherever you get your podcasts! You can also find us at moneyfit.org/podcast

We would appreciate it if you would click the star or thumbs up to give us a like for today’s episode.

Connect with the Money Fit Show:

Twitter: @MoneyFitbyDRS

Facebook:  MoneyFitbyDRS

Email:  [email protected]