Wisconsin 2023-2024 Regular Session

Wisconsin Senate Bill SB1076

Introduced
2/26/24  
Refer
2/26/24  

Caption

Creating WisEARNS and making an appropriation. (FE)

Impact

The introduction of WisEARNS will enable many employees, particularly those working for small businesses without retirement plans, to start saving for retirement. The bill includes provisions that allow for payroll deductions at an initial rate of 5%, which can increase annually, providing a structured method for employees to enhance their savings. It also introduces significant tax credits for small businesses that establish retirement plans or implement automatic enrollment. These credits aim to alleviate the financial burden of setting up retirement plans, thereby incentivizing participation by more employers.

Summary

Senate Bill 1076 establishes a new retirement savings program known as WisEARNS, targeting employees of private employers that do not offer an employer-sponsored retirement plan. This bill facilitates a defined contribution retirement plan, where retirement benefits are reliant on individual account balances rather than a predetermined formula. The legislation mandates the creation of a WisEARNS Board attached to the Office of the State Treasurer, responsible for overseeing the program and its operations. The board will ensure employee participation by requiring automatic enrollment into the plan while allowing employees to opt out before contributions are deducted from their paychecks.

Contention

A point of contention relating to SB1076 centers on the automatic enrollment requirement. While proponents argue that this will increase retirement savings among workers who might otherwise not participate, critics may raise concerns about the potential burden it places on employers. Additionally, there are worries regarding the lack of employer contributions to employee WisEARNS accounts, which some might argue limits the incentive for employees to save. The implementation timeline and the administrative responsibilities placed on the employers and the WisEARNS Board are also potential areas for disagreement.

Companion Bills

No companion bills found.

Previously Filed As

WI AB1170

Creating WisEARNS and making an appropriation. (FE)

WI HB2903

Individual savings plan program; appropriation

WI SB5187

Revised for 1st Substitute: Making 2023-2025 fiscal biennium operating appropriations and 2021-2023 fiscal biennium second supplemental operating appropriations.Original: Making 2023-2025 fiscal biennium operating appropriations.

WI HB2839

Individual savings plan program; appropriation

WI HB9

AN ACT relating to educational opportunities and making an appropriation therefor.

WI H0883

An act relating to making appropriations for the support of government

WI H7225

MAKING APPROPRIATIONS FOR THE SUPPORT OF THE STATE FOR THE FISCAL YEAR ENDING JUNE 30, 2025

WI H0494

An act relating to making appropriations for the support of government

WI SB1106

Creating an authority to be known as the Public Bank of Wisconsin and making an appropriation. (FE)

WI AB1220

Creating an authority to be known as the Public Bank of Wisconsin and making an appropriation. (FE)

Similar Bills

WI AB1170

Creating WisEARNS and making an appropriation. (FE)

WI SB623

Creating a tax credit for employer child care programs and making an appropriation. (FE)

WI AB660

Creating a tax credit for employer child care programs and making an appropriation. (FE)

VA HB2531

Paid family and medical leave insurance program; definitions, notice requirements, civil action.

VA SB1122

Paid family and medical leave insurance program; definitions, notice requirements, civil action.

AZ HB2492

First responders; post-traumatic stress disorder

HI SB1201

Relating To Wildfires.

HI HB982

Relating To Wildfires.