Retirement Mandate Compliance for Trades & Contractors | RetirementMandate.com
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UPDATED FOR 2026 · 17 STATES · STATUTE-VERIFIED

Retirement mandates for trades & contractors, handled.

Electricians, plumbers, HVAC — shops cross the threshold as they grow, and nobody in the truck is tracking the deadline.

Verified to state statutes 17 states covered No obligation
Electrician and apprentice working together at a panel in bright natural light
Compliant & covered17 states · 2026
Example exposure · VA · 21 staff
$4,200/yr≈ $0*
Do nothing → penalty · your plan → covered*
17
States tracked
60s
To check your exposure
$0
Setup with credits*
100%
Statute-verified data
// why trades & contractors get caught out

Where the mandate bites businesses like yours.

Growth crosses the line

Electrician, plumbing, and HVAC shops cross the threshold as they grow — usually without noticing.

Everyone on payroll counts

Journeymen, apprentices, and office staff on W-2 payroll all count toward your state's threshold.

Keep your skilled people

A real retirement benefit keeps skilled workers from jumping to the competitor down the road.

No back office, no problem

There's no back office watching registration deadlines — that's exactly the part we take over.

// 60-second check

What does your state actually require?

Pick your state and headcount for your real exposure — data verified against each state's own statute.

Informational only — not legal or tax advice.

Annual exposure · Virginia
$4,200
RetirePath Virginia · applies at 5+ employees

Get your full breakdown + a private-plan savings estimate:

// state plan vs your own

You can comply two ways. Only one builds anything.

The state auto-IRA

Compliance, nothing else
  • No employer match allowed
  • Low Roth-IRA contribution limits
  • One-size-fits-all investments
  • No tax credits for your business
RECOMMENDED

Your own 401(k)

Compliant — and working for you
  • Match if and when you want
  • Far higher contribution limits
  • SECURE 2.0 credits offset setup
  • A real recruiting & retention perk
// the part nobody tells you

Federal credits can cover most of your startup cost.

Under SECURE 2.0, small employers starting a plan can claim credits toward setup and contributions. The amount depends on your size and phases out over the first years — we model your real number, not a headline.

See what you'd qualify for
$5,000/yr
Startup credit toward administration costs, up to three years.
$1,000/emp
Toward employer contributions for smaller employers, phasing down as you grow.
$0down
Most eligible businesses can start for little to nothing in year one.
// trades & contractors faq

Asked by owners like you.

Do apprentices count toward the employee threshold?

If they're on your W-2 payroll, generally yes. State definitions vary on age and hours minimums, and we verify yours before anything is filed.

I run two small LLCs. Are they counted together?

Usually thresholds apply per legal employer (EIN), but related-entity rules can combine them in some programs. Worth a 15-minute review before assuming you're under the line.

Is the state plan or a private 401(k) better for a shop like mine?

The state plan is the low-effort floor; a private 401(k) adds employer match, higher limits, and SECURE 2.0 credits that can offset most startup costs. We model both with your real numbers.

Find out where your trades & contractors business stands.

Book a free 15-minute compliance audit. We'll show your exact requirement, your real exposure, and whether your own plan saves you money.

100% freeNo obligation15 minutes

Get your free audit

Takes 30 seconds. We'll reach out to schedule.
Submits to GHL / LeadConnector · or call (732) 444-8686