HOW IT WORKS:

 

For Individuals

Our job is to make finding a retirement plan easy.  We have partnered with leading financial firms to find affordable plans that will help you plan for your retirement.

Quickly compare low-cost plans that have been verified and approved by Washington State officials. 

You don’t have to share any personal information with us. The Retirement Marketplace links you directly to the provider’s site once you’ve found a plan that meets your needs. From there, you will work directly with your chosen financial services provider to enroll and start saving for retirement.

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1. Review Plans

Find a plan that works best for you by taking a guided tour with a set of questions that help identify a plan that best suits your needs. You can also go directly to all plans for a side-by-side comparison on your own.

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2. Choose A Plan

  Once you have found a plan that best suits your needs, click on the ‘Get Started’ button for that plan and you’ll be transported to the  provider’s  web page to continue the sign up process.

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3. Customize It

The plan provider will explain the plan and investment options in more detail and  answer any questions you may have. Once you have a plan you like, you’re on to the next step.

4. Enroll

Complete a couple of simple forms to complete your enrollment. Your plan provider will work with you at every step of the way to ensure the process is simple and easy to understand.

CONTACT US:

360-584-3486
Email Us

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The Small Business Retirement Marketplace is administered by the Washington Department of Commerce as established in RCW Chapter 43.330.730-750. Plans carried on the Retirement Marketplace are verified by the Department of Financial Institutions and/or the Office of the Insurance Commissioner to meet the requirements set forth in RCW 43.330.732(7) and 735(6)(a).

Enrollment in plans on the Retirement Marketplace is voluntary. Plan enrollment is managed by private financial services firms. Saving through certain plans will not be appropriate for all individuals. Employer facilitation of most retirement savings plans carries certain legal obligations for which employers are entirely responsible. Contributing to a retirement savings plan may offer tax benefits and/or consequences. Other private sector plans not offered on the Retirement Marketplace may charge lower fees. Consult your tax or financial adviser with questions related to investments.

The trademarks and logos appearing on this page are owned by the respective companies named or depicted herein, and are used here by permission.

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