The Marketplace

How the Retirement Marketplace works


Our job is to make finding a retirement plan easy. 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.

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.

 

2. Choose One

Once you have found a plan that best suits your needs, click on the ‘Get Started’ button for that plan. From there, you will link to the selected provider’s webpage where you will complete some basic information to allow them to contact you.

3. Customize It

The provider will explain the plan and investment options as well as answering any questions you may have. Work with the provider to customize a plan that is best for you.

4. Enroll Today

Set up your account by completing the required forms. The provider will work with you at every step of the way to ensure the process is simple and easy to understand.

Contact Us

Email us

1 (360) 725-5070

PO Box 42525
Olympia, WA 98504-2525

Retirement Marketplace

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.