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'lascensus® Always have a plan
Illinois Secure Choice Retirement Savings Program
State-Sponsored Retirement Plans
Illinois Secure Choice
Board Meeting
November 16, 2017
Pilot 1 May 2017
fhll""°'o P d i?j Vai ver
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Beave,1on
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-" ."'=" ~ Umpqu1 National Fores,
@ Mt Hood National Fores,
WARM IPRING RU£ 1
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Nat,onal fo,est S?td
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vn.cw, c-i.<> Crater lake N,r,onal Park ~· q
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V Medford Go gle My Map~
'Jl ascensus·
Com an lndustr Aman i Center Non-profit
Annastasia Sa lon Hair sa lon
B's Preschool Academic
Cork & Bott le Shoppe Reta il beverage
Traffic Detection Construct ion
Merit NW Non-profit
s&s Sheetmeta l, Inc. Construct ion
Square Dea l Lumber Construct ion
Statehood Med ia Med ia
Upper Rogue Physica l Therapy Healthcare
Alma Chocolate Food service
Location St. Helens
Portland
Portland
Corva llis
Canby
Sa lem
Wh ite City
Springfield
Bend
Shady Cove
Portland
Tota l
m 9
35
8
12 5
4 34
14 11
1 18
151
OregonSaves - Pilot 1
CONFIDENTIAL: For institutional use only. 3
'J ascensus·
OregonSaves - Pilot 1 Feedback
• 48 minutes to complete entire process
• Gathered over 30 pages of feedback to improve the system
and the process
• Communications to Employers
• Data that employers needed to provide
• Language used on the website
• Page flows on the website
• Next Steps – where do I go?
CONFIDENTIAL: For institutional use only. 4
'Jl ascensus·
OregonSaves - Pilot 1 Feedback
“Overall, it’s been a smooth, user-friendly
process to get the accounts established
and the supplemental materials have
been helpful in introducing the program to
our employees.” -Sarah, Square Deal Lumber
“I don’t know why everybody isn’t doing this.”
-Cassy, Amani Center
“Well, that was pretty painless.” -Judy, Traffic Detection
CONFIDENTIAL: For institutional use only. 5
Pilot 2 August 2017
INDIAN
RESERVATION
Mt Hood National Forest
WARM SPRINGS Rl:SFRVATION
Sfsters o R~ ond aPrlnevtlkt B. 0
OREGOt\
:oo~ Bay ft Umpqua
idon Rosebur'!! National Forest • , Reynolds
Ridge Shelter
Grant~ Pass ft MtT>rd
9 :.i d
'Jl ascensus·
Winema National Forest
Klamath Falls •
OregonSaves - Pilot 2 NAME
EMPLOYEE
COUNT
ST VINCENT DE PAUL SOCIETY OF LANE
COUNTY, INC 544
SHANGRI LA CORP 506
SUMMIT STAFFING SERVICES 439
UMPQUA HOMES FOR HANDICAPPED, 218
QUEST STAFFING SERVICES 173
WESTRAUNT CONCEPTS INC 132
INTEGRATED MECHANICAL INC 44
MI PIACE LLC 35
THUNDER ISLAND BREWING COMPANY 25
DIVISION HARDWARE INC 25
WANDERING GOAT COFFEE SHOP LLC 24
FINNMARK PROPERTY SERVICES LLC 23
ELEMENTAL ENERGY LLC 21
ROGUE RETREAT 21
HAPPY HAMSTER COMPUTER REPAIR LLC 19
CENTRO CULTURAL DEL CONDADA DE 19
PRECISION DOOR SERVICE 17
CADD Connection LLC dba BIM
Connection LLC 15
ST. HELENS SENIOR CENTER 15
MT ASHLAND 15
SEA WIND FARMS INC 14
NAME
EMPLOYEE
COUNT
PACIFIC FAMILY DENTAL LLC 12
EAST BEND LIQUOR INC 12
HODGSON, DOUG, TRUCKING CO 11
DOUGLAS MULIT-FAMILY PROPERTY
MANAG 9
BEN S JONES CONSTRUCTION INC 7
ROSE CITY ROLLERS 7
WB Family Construction, Inc. 7
LITTLE EXPLORER PRESCHOOL & 6
BEAULIEU HEARING CENTER INC 6
BLUEBIRD GUESTHOUSE LLC 6
NATURE'S PET MARKET - Salem 6
Never Coffee 6
DESCHUTES RIM CLINIC 6
ALL AND ONE ACUPUNCTURE AND 6
SARGENT TRANSPORTATION
INCORPORATED 5
JACK ADAMS GROUP 4
CHARLES G PATTEE PC 3
CANA'S FEAST WINERY LLC 3
PERFECTION HOME RENOVATION INC 3
MAGNUS LLC 2
NETRAISING LLC 2
REACH BREAK BREWING 1
CONFIDENTIAL: For institutional use only. 7
D
'Jl ascensus·
OregonSaves - Pilot 2
• 43 employers registered, representing
2,189 employees
Employers range from 3
employees to 570,
• 8 employers that had expressed
interest but decided not to facilitate
4 decided to start an employer-
sponsored retirement plan instead
2 didn’t think any employees would participate
1 said all employees already had
their own IRAs
1 no longer has any employees
CONFIDENTIAL: For institutional use only. 8
'J ascensus·
Pilot 2 Feedback
• Improvements made to Employee upload process
• Enhancements being made to messages received by
employers
• Flow of pages enhanced
• Additional online help text added
CONFIDENTIAL: For institutional use only. 9