'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

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@ Mt Hood National Fores,

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'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

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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