Pennsylvania 2023-2024 Regular Session

Pennsylvania Senate Bill SB1056

Introduced
2/12/24  
Refer
2/12/24  
Refer
4/8/24  
Report Pass
4/29/24  
Engrossed
4/29/24  
Refer
4/30/24  
Refer
10/8/24  
Report Pass
10/22/24  

Caption

In Treasury Department, further providing for investment of moneys; establishing the Keystone Saves Program, the Keystone Saves Program Fund, the Keystone Saves Administrative Fund and the Keystone Saves Program Advisory Board; providing for powers and duties of the Treasury Department, for investment and fiduciary responsibilities and for program implementation; and providing for the electric vehicle road user charge effective date.

Impact

The proposed legislation reflects a significant shift in state law, promoting greater retirement savings through an accessible platform intended to ease the burden on employees and employers. The Keystone Saves Program is expected to increase retirement savings participation, particularly among lower-income employees who may not have sufficient options for saving. The bill assures that administration will be handled in a manner compliant with IRS regulations, safeguarding participants' rights and ensuring favorable tax treatment.

Summary

Senate Bill 1056, known as the Keystone Saves Program, aims to provide a retirement savings option for employees in Pennsylvania, particularly those working for small businesses. The bill establishes an automatic enrollment payroll deduction IRA program, enabling employees to voluntarily save for retirement with minimal costs. It also outlines the creation of a Keystone Saves Program Fund, Administrative Fund, and an Advisory Board responsible for overseeing program implementation, financial management, and the ongoing communication with participating employers and employees.

Sentiment

The overall sentiment surrounding SB 1056 appears supportive, with strong endorsements from advocates arguing for increased financial wellness and employee benefits. Proponents emphasize the need for retirement savings options in today's economy, while recognizing the initiative as a means to improve the long-term financial stability of working families. However, some concerns have emerged regarding the potential administrative burden on small businesses and the clarity regarding employer responsibilities under the program.

Contention

Notable points of contention within discussions related to SB 1056 include concerns about compliance with existing federal regulations, particularly regarding the Employment Retirement Income Security Act (ERISA) and the implications for employers. Critics express worries that such a program may inadvertently place additional responsibilities on small businesses, which may struggle to manage participation logistics. Discussions have also revolved around how to ensure that the program truly benefits those it aims to assist without imposing excessive costs.

Companion Bills

No companion bills found.

Similar Bills

PA HB577

Establishing the Keystone Saves Program, the Keystone Saves Program Fund, the Keystone Saves Administrative Fund and the Keystone Saves Program Advisory Board; and providing for powers and duties of the Treasury Department, for investment and fiduciary responsibilities and for program implementation.

PA HB1263

Establishing the Keystone Saves Program, the Keystone Saves Program Fund, the Keystone Saves Administrative Fund and the Keystone Saves Program Advisory Board; and providing for powers and duties of the Treasury Department, for investment and fiduciary responsibilities and for program implementation.

PA SB728

Establishing the Keystone Saves Program, the Keystone Saves Program Fund, the Keystone Saves Program Administrative Fund and the Keystone Saves Program Advisory Board; and providing for powers and duties of the Treasury Department and the Department of Labor and Industry, for investment and fiduciary responsibilities and for program implementation.

PA HB418

Providing for County Employees' Defined Contribution Plan.

PA HB2507

Providing for County Employees' Defined Contribution Plan.

PA HB754

Further providing for supplemental benefits.

KY SB212

AN ACT relating to the Kentucky Educational Savings Plan Trust.

AZ HB2903

Individual savings plan program; appropriation