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Avoid the Mandate: What NY Business Owners Need to Know About the Secure Choice Retirement Program

Avoid the Mandate: What NY Business Owners Need to Know About the Secure Choice Retirement Program

June 29, 2025

The State is Choosing Retirement Plans for NY Businesses. Here’s How You Take Back Control.

If you're a New York business owner with 10 or more employees and no retirement plan in place, you're about to get one… like it or not.

The New York Secure Choice Savings Program is a state-mandated Roth IRA plan designed for employers who haven’t yet offered retirement benefits. Once active, employers will be required to auto-enroll employees or risk penalties.

At first glance, it sounds simple:

  • No cost to the employer

  • Easy payroll deductions

  • Employees can opt out

But what you’renot getting is:
❌ Plan customization
❌ Employer match capabilities
❌ Investment flexibility
❌ Strategic control over plan design

In other words: you’re losing control.

Why This Matters Now

The mandate is moving toward enforcement, and ~75,000 NY businesses are still exposed. Once you're enrolled in the state plan, it's much harder to transition to a private one.

This is your moment to act first, on your terms.

The Wizdom One Advantage

We help Long Island business owners skip the red tape and set up custom 401(k) and retirement plans that fit your business and your people. You stay compliant, competitive, and in control  without needing to become a retirement expert.

We manage the plan, the paperwork, and the strategy so you can focus on what matters: running your business.

Don’t wait for the state to make the choice for you.
Reach out today and we’ll walk you through your options — fast, smart, and on your terms.

👉 Visit wizdom1.com to schedule a consult.